Categories: Estate Planning/Elder Law

Asset Management & Financial Planning

Course Page for Fall 2022 - Seaborg, Andrew

Recent Offerings of this course by this instructor

Fall 2022
Fall 2021
Fall 2020

Estate & Gift Tax

Course Page for Spring 2021 - Taylor, Wes

The one-credit Estate and Gift Tax module will provide an overview of federal transfer tax issues. The only prerequisite for the course is Trusts and Estates I. No prior exposure to taxation issues is required. Course content will focus on relevant Internal Revenue Code sections, regulations and recent court cases. Additional topics include a brief history, overview and calculation of federal transfer taxes; application of taxation principles to trust drafting and estate planning, and changes resulting from the Tax Cuts and Jobs Act of 2017. The Estate and Gift Tax module will be offered during the second half of the semester.

Recent Offerings of this course by this instructor

Spring 2021

GIE Session)

Course Page for Spring 2022 - Maier, Joseph

Trusts & Estates I

Course Page for Fall 2022 - Erlanger, Howard

Recent Offerings of this course by this instructor

Fall 2022
Fall 2022
Fall 2021
Fall 2021
Fall 2020
Fall 2020

Trusts & Estates I (1st half of term)

Course Page for Spring 2021 - Maier, Joseph

Recent Offerings of this course by this instructor

Spring 2021
Spring 2021

Trusts & Estates I (2nd half of term)

Course Page for Spring 2021 - Maier, Joseph

Recent Offerings of this course by this instructor

Spring 2021
Spring 2021

ZGG Session)

Course Page for Spring 2022 - Maier, Joseph