Course Objectives:

1. To implement the money and people aspects of estate planning.
2. To familiarize you with the tools for proper estate administration.
3. To apprise you of the tax planning aspects of estate formulation.

Overview/Subject Matter:

Discussion Items

1. Estate documentation and valuation.
2. The probate process.
3. The transfer tax.
4. Powers of Attorney.
5. Trusts.
6. Will preparation requirements and format.

Presentations

Please view the following items:

1. PPT: Estate Planning
2. Review and complete for your preferences the Word document: Letter of Last Instructions

Methods of Student Evaluation

• Self-Test
• Assignments