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Estate Planning

Spring 2015 • LAW 683 • Credits: 3

Instructor: Nancy Shurtz

Presents problems in estate analysis, planning, and execution; planning an estate from the interview stage to the drafting of wills and trusts to implement the estate plan. Topics include minimizing estate and gift taxes, trusts for minors, charitable giving, disposition of a family business, incapacity, stepfamilies and non-traditional families, and valuation. Prerequisite: Trusts and Estates I and Federal Income Tax I. Highly recommended, Estate and Gift Taxes.


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