TA 334 - Estate Planning

Institution:

Golden Gate University-San Francisco

Subject:

Description:

Examines selected topics in estate planning, including general legal principles relating to estate planning, (including a review of relevant, legal documents); lifetime gifting, (including utilization of the annual exclusion and alternative forms of wealth transfer); marital deduction planning, (including quantifying the deduction through partial QTIP elections, utilization of the TPT credit, and the use of formula clauses); gifts to charity, (including the use of both outright and splitinterest gifts); the use of life insurance in estate planning; planning for generation skipping transfers; advising elderly clients; and post mortem planning. Prerequisite: TA 325.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.ggu.edu

Phone Number:

(415) 442-7800

Regional Accreditation:

Western Association of Schools and Colleges

Calendar System:

Trimester

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