Summer 2016  |  MBT 5350 Section 070: Wealth Transfer I (Estates and Gifts) (88080)

Instructor(s)
Class Component:
Lecture
Credits:
2 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
Primarily Online
Times and Locations:
MBT Summer Session
 
06/20/2016 - 08/11/2016
Off Campus
Course Catalog Description:
Taxation of transfers under federal estate and gift tax laws. Property owned by decedent. Retained life estates. Transfers taking effect at death. Revocable transfers. Joint interest. Powers of appointment. Valuation. Expenses, debts, taxes. Charitable bequests, marital deduction. Taxable inter vivos gifts, splitting/credits. prereq: ACCT 5135, MBT student
Class Notes:
This course will meet face-to-face on the first night of class only. Wed, June 22nd, 5:45-9:05 in CSOM 1114
Class Description:
This course covers fundamental estate planning techniques utilizing a case study method. Topics include a review of non-tax concepts, tax planning tools, estate tax planning strategies, and business succession planning.
Textbooks:
https://bookstores.umn.edu/course-lookup/88080/1165
Instructor Supplied Information Last Updated:
7 July 2010

ClassInfo Links - Summer 2016 Master of Business Taxation Classes

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