ACC 638 Estate and Gift Taxation and Planning (2)

Credits: 2

Examines estate and gift tax provisions and basic estate planning techniques to save taxes and avoid probate. Overviews generation-skipping transfer taxes and income taxes on estates and trusts.

Prerequisites: ACC 401 with C- or better, or consent.

Subjects:

  • Gift Taxation
  • Estate Taxation
  • Generation Skipping Transfer
  • Life Insurance
  • Wills and Trusts
  • Probate
  • Charitable Trusts
  • Financial and Healthcare Power of Attorney
  • Federal, Estate, and Gift Tax Returns
  • Optional: Income Taxation of Estate and Trust, IRS Audits, Practice and Procedures

Past Syllabi

Term Instructor Syllabus
Fall 2024 Kurt Kawafuchi PDF, 156 KB
Summer 2023 Kurt Kawafuchi PDF, 30 KB