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Legal Research Guides by Course - Estate Planning

Course Description

This course introduces students to a tax-oriented approach to estate planning. Student will study the various taxes that impact the orderly transmission of property from one generation to the next, as well as selected taxa-minimization strategies. Topics covered include the impact of excise taxes, such as gift, estate, inheritance, or generation-skipping taxes, and income taxes on estate planning and strategies for using gifts, inter vivos trusts, and testamentary trusts to minimize taxes. Prerequisite or Co-requisite: Basic Federal Income Taxation; Estates and Trusts highly recommended before or concurrent with this course. (3 credits)

Faculty Who Teach This Course:

  • William J. Brown (adjunct professor)
  • Martha W. Jordan (Professor of Law)
  • W. Robinson (adjunct professor)

Subject Covered Presently in Collection by:

Print Collection:

KF390.A4 Works on the Aged - Older People - Retired Persons
KF746-KF750 Estate Planning
KF6571-KF6590 Estate, Inheritance, and Gift Taxes
KFP140 Pennsylvania Estate Planning
KFP482 Pennsylvania Estate, Inheritance, and Gift Taxes

Legal Research Databases:

DCLI Webpage Links:

  • Primary Legal Research: Case Law, Statutory Law, Administrative Law (contains quick links to our federal and state statutes, our federal and state administrative codes, and federal and state case law)
  • Legal Research Guides: Law of the Aged, Tax Law

 

 

prepared by: Patricia Horvath
11/8/2012