TAX 9870
Estates, Trusts, and Planning · 3 credits · Fall 2026
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 Sep 28, 10:49 PM ET. Seats change fast, so a class shown as open may be full by now. Watch a full class to be emailed the moment it opens.
Chill Rank compares professors using Rate My Professors reviews, from Chill to Brutal. What each rank means
UMA-LEC Regular
Mon · 6:05 PM - 9:00 PM
B - Vert 5-150
David CenedellaChill Rank 3 of 5: Fair?★ 3.9(118)Difficulty 3.5/5 · 77% would take againIn PersonOpen