STRATEGIC PLANNING FOR ESTATES AND BUSINESS TRANSITIONS

LAW 738

Introduces basic federal estate and gift tax policy, statutes, and planning concepts relevant to estate and trust planning and administration.

LAW 957

Issues related to estate planning; including function of the lawyer, ethical issues, estates not subject to tax, basic elements of tax-oriented planning, living trusts, health care issues, gift strategies.

LAW 734

Examination of legal and real-world aspects of transmission of property, usually at death. Covers such topics as intestate succession (dying without a will), wills, trusts and will substitutes, limitations on the disposition of assets and the impact of the Marital Property Act, powers of attorney and end-of-life decision making, and basic issues in the taxation of gifts and transfers at death. In addition to legal fundamentals, strong focus on legal practice-i.e., on how the law plays out on the ground.

CNSRSCI 635

Analysis from a financial planner's perspective of the process of planning the accumulation, conservation, and distribution of an estate, in the manner that most effectively and efficiently accomplishes an individual's personal tax and non-tax objectives.

LAW 729

Become a savvy consumer of financial services and a financially street-smart trust and estate attorney. Master the fundamentals of investing; diving into stocks, bonds, mutual funds, exchange traded funds, hedge funds, private equity, commodities, and venture capital. Gain exposure to key finance, risk, and tax concepts related to investment portfolio structure. Develop a familiarity with the pros and cons of financial products and investments ranging from life insurance to annuities to real estate investment trusts. Explore the financial planning process to answer two questions: How much money do you need? When do you need it? Most importantly, hone your reasoning abilities to navigate your and your clients financially challenging life transitions.