LTX 4004 :
Draft. Fund. Est. Plan. Doc.

Prerequisites: Federal Wealth Transfer This course deals with the tax and non-tax considerations involved in drafting estate planning documents including: simple and pour over wills, marital deduction and unified credit shelter trusts, irrevocable life insurance trusts, buy sell agreements, grantor retained income trusts, and family limited partnerships. In addition to addressing the tax implications of these documents, the course will instruct the student in the fundamentals of document organization and drafting technique.

Corequisites

Overview

Credits

Credits 2

Last Offered

Fall 2008, Fall 2007, Fall 2006, Fall 2005