Apr 23, 2024  
2012 - 2013 Graduate Catalog 
    
2012 - 2013 Graduate Catalog [ARCHIVED CATALOG]

LAW 469 - Family Wealth Transactions


Prereq/Corequisite(s): LAW 311 - Federal Income Tax  and LAW 305 - Trust and Estates .

A study of the tax and non-tax rules applicable to wealth transfers. The course will emphasize planning for intra- family transfers. It will also cover “liviling” wills, durable powers of attorney, and special problems associated with disability. The student will be required to synthesize federal gift, estate and generation skipping transfers with state property, decedent’s estate and trust law considerations.