BA 4119 - Estate Planning

This course introduces the student to the process of developing an estate plan. The course investigates why there is a need for estate planning, identifies possible goals of the plan and explains techniques commonly used to achieve these goals. The probate process, the Federal Unified Tax System, gift taxation, trusts, marital deductions, bypass planning, and postmortem planning techniques will be addressed.

Prerequisite(s): BA 2161 - Business Law I and BA 2261 - Business Law II and BA 4236 - Federal Income Tax.

3 hours Lecture and Discussion
3 credits