Sep 29, 2020  
2017-2018 Shepherd University Catalog 
    
2017-2018 Shepherd University Catalog [ARCHIVED CATALOG]

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BADM 329 - Estate Planning

(3 cr) Topics include the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property; provides a basic understanding of the estate and gift tax system, including strategies of estate planning; discusses gratuitous transfers of property outright or with trusts, wills and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements; examines the client interview, fact-finding, ethical standards, and development of personal estate plans. Previously numbered BADM 429.



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