Fall 2024 Wealth Management PS5700 section D01

ESTATE PLANNING

Call Number 11825
Points 3
Grading Mode Standard
Approvals Required None
Instructor Gail E Cohen
Type LECTURE
Method of Instruction On-Line Only
Course Description

This course examines the key concepts and skills a wealth management
professional must understand to support making critical decisions with respect to
estate planning. Students will first be introduced to the fundamental characteristics
and consequences of property titling, before studying the components of estate
planning documentation. This course will explore the various strategies used to
transfer property and all of the factors impacting and related to the transfer
process, including gift and estate tax compliance and tax calculation, estate
liquidity, marital deduction, non-traditional relationships, and the types, features,
and taxation of trusts. Students will also explore the various techniques for
postmortem estate planning and techniques for intra-family and other business
transfers of property. The course will also begin to explore estate planning in a
global context, addressing issues and considerations that may arise.

Web Site Vergil
Department Wealth Management
Enrollment 27 students (35 max) as of 3:05PM Monday, December 2, 2024
Subject Wealth Management
Number PS5700
Section D01
Division School of Professional Studies
Open To Professional Studies
Note Asynchronous-online
Section key 20243WMGT5700KD01