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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