| Credit Hours: | 3 |
| Description: | Estate planning entails the application of both private and public law. To that end, this course will explore both tax and non-tax aspects of the transfer of family wealth during life or at death. The tax aspects of the course will include a review of the estate and gift tax and the income tax of trusts and estates during the administration of the estate. Non-tax aspects will include Medicaid planning, as well as other related elder law issues. The non-tax coverage also will explore planning techniques: for the protection of and provision for family members or other loved ones during life and at death, for succession planning involving businesses and investment interests, for asset management needs , and for health care concerns. |
| Prerequisite: | Tax - Federal Income Taxation; Wills and Trusts |
| AWR Possible: | AWR Drafting |
| Enrollment Cap: | None |
Salmon P. Chase College of Law
Office of Admissions
1 Nunn Drive, 216 Nunn Hall
Highland Heights, KY 41099
859-572-5490
