UT Dallas 2012 Undergraduate Catalog

FIN4330 - Estate Planning

FIN 4330 Estate Planning (3 semester hours) This course provides a basic understanding of the estate and gift tax system, including planning strategies. It addresses the transfer, administration, and taxation of property within the estate planning context. Topics include transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Prerequisites: FIN 3330. (3-0) R