Advanced Estate Planning I

GS 815

First of two advanced gift and estate planning courses. Presents an overview of basic gift, estate and generation-skipping transfer tax law and builds on that knowledge for application to real-life cases and situations. Covers taxable transfers of property during life and at death; property valuation; inclusion of property in a decedent’s gross estate; the marital, charitable and other deductions; computation processes involved in estate and gift taxation; basic estate planning documents; and estate planning devices.