FN 2363 - Estate Planning

Institution:

Langston University

Subject:

Description:

The course presents various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. Particular emphasis is given to a basic understanding of the unified estate and gift tax system, including the strategies used in estate planning. This course also covers gratuitous transfers of property outright or through trusts, wills, and power of appointment. It covers the marital deduction, the valuation of assets, and buy-sell agreements. In addition, it discusses the client interview, fact-finding, ethical standards, and development of appropriate personal estate plans. Prerequisite: FN 2333.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.lunet.edu

Phone Number:

(405) 466-3428

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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