WMGT 625 Advanced Estate Planning

An advanced examination of the process enabling individuals to effect the orderly management, utilization, and transference of wealth. Areas of concentration include client counseling, will planning, tax consideration, transfers effected for transferor benefit, spousal considerations, gift planning, and retirement compensation planning, with particular review of irrevocable and revocable trusts, generation skipping trusts, IRAs, and the like.

Credits

3

Offered

Spring