BA 4119 - Estate Planning

Institution:

Delaware Valley University

Subject:

Description:

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: Business Law I and II and Taxation. 3 hours Lecture and discussion - 3 credits

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.delval.edu

Phone Number:

(215) 345-1500

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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