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Course Description: Fundamentals of the estate planning process will be studied, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment. Tools and techniques used in implementing an effective estate plan; ethical considerations in providing estate planning services and new and emerging issues in the field will be explored. Case studies will provide experience in developing estate plans suitable for varied family forms. |
Instructor Information |
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Name:
Perkins, Ann Tidemann, Gail |
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Instructor Biography:
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Course Information |
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Text Book(s): |
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| Minmum Credit:3 |
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Course Syllabus: |
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Note: The syllabus provided here may not be a complete syllabus, please reference course materials for complete information through Desire2Learn upon course start date. |
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Special Instructions: |
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Corequisites:
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Technology |
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Minimum Computer Skills: |
| Minimum Technological Requirements: https://d2l.sdbor.edu/shared/sdsu/require.htm |
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Special Technology Requirements:
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Important Dates |
| Start Date: 1/13/2010| End Date: 5/7/2010 |
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Broadcast Information: Location Day(s) Start Time End Time CINT INTE |
| Registration Start Date: 3/1/2009 |
| Registration End Date: 1/22/2010 |
| Last Day to Drop Course with Refund: 1/22/2010 |
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Last Day to Withdraw from Course (NO REFUND): 4/7/2010
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