Family Wealth Management

Catalog No.: 274

Course Description:

(Formerly Estate Planning and Taxation) A  tax-oriented planning course covering the tax concepts essential to the planning of estates. Includes techniques for transferring wealth during life and death, including federal transfer tax consequences, use of trusts, and planning for family succession. Course also covers some non-tax aspects of estate planning, such as planning for incapacity and probate avoidance.  Essential for any student who expects to be involved in the planning of estates, either as a specialist or as part of a more general practice. Teaching primarily by the problem method with numerous practical applications. Limited enrollment. Prerequisites:  281 Wills and Trusts. (3 units)