Estate Planning

Course Number: 
664

This course focuses on both tax and personal aspects of estate planning and includes counseling with clients in the use of various techniques related to the marital deduction, charitable and insurance planning, valuation issues, post mortem planning, and the preparation of relevant documents. Prerequisites: Wills, Trusts & Estates (540); Estate & Gift Taxation (606).

Credits:
3


Page last updated: Tue, 06/26/2012 - 08:39