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. Pre: 401 or 584 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