BU 5630 - Estate Planning

Institution:

SUNY College at Old Westbury

Subject:

School of Business

Description:

An introduction to the estate planning process. Emphasis will be on the reduction of the estate tax and wealth preservation. Topics include wills and the probate estate, powers of attorney and health care directives, an overview of the estate and gift tax, the utilization of trusts to minimize the tax and direct the use of assets, the marital exclusion, lifetime giving strateties, and basic estate administration. Offered every year. Prerequisite: BU4570

Credits:

2.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.oldwestbury.edu

Phone Number:

(516) 876-3000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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