TAX 9870
Estates, Trusts, and Planning · 3 credits · Spring 2027
Requirements
Pre/Corequisite: TAX 9861 or TAX 9862 or TAX 9863.
About this course
The federal transfer tax (estate and gift tax) and income taxation of estates and trusts. The marital deduction, lifetime gifts, the use of trusts, the selection of trustees, valuation problems, apportioning the tax burden, the charitable deduction, deferred compensation plans, and life insurance, including the study of the factors to be considered in planning an estate.
Seat status as of Oct 2, 10:36 AM ET. Seats can change between refreshes.
No sections have been posted for this course in this term yet.