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Estate Planning Course
Spring 2017

1.  Estate Planning - 2017 Course Summary

Click here to download the pdf.

2.  Syllabus for 2017 Estate Planning Course

Click here to download the pdf.

3.  Estate Planning Fundamentals - Text

These files are being updated during Spring 2017.

Title Page (2017) Part Five (2017)
Preface (2017) Ch 12 (2017)
Table of Contents (2017) Ch 13 (2017)
Part 1 (2017) Ch 14 (2017)
Chapter 1 (2017) Ch 15 (2017)
Chapter 2 (2017) Ch 16 (2017)
Part 2 (2017) Ch 17
Chapter 3 (2017) Part Six (2017)
Chapter 4 (2017) Ch 18 (2017)
Chapter 5 (2017) Ch 19 (2017)
Chapter 6 (2017) Ch 20 (2017)
Part Three (2017) Part Seven (2017)
Ch 7 (2017) Ch 21 (2017)
Ch 8 (2017) Ch 22 (2017)
Part Four (2017) Ch 23 (2017)
Ch 9 (2017) Ch 24 (2017)
Ch 10 (2017)  
Ch 11 (2017)  

4.  Estate Planning Powerpoint Slides

These are Spring 2016 files, except for Chapter 19. The updated 2017 version will be substituted during Spring Semester 2017.

Chapter 1 2017 Chapter 1 Outline 2017
Chapter 2 2017 Chapter 2 Outline 2017
Chapter 3 2017 Chapter 3 Outline 2017
Chapter 4 2017 Chapter 4 Outline 2017
Chapter 5 2017 Chapter 5 Outline 2017
Chapter 6 2017 Chapter 6 Outline 2017
Chapter 7 2017 Chapter 7 Outline 2017
Chapter 8 2017 Chapter 8 Outline 2017
Chapter 9 2017 Chapter 9 Outline 2017
Chapter 10 2017 Chapter 10 Outline 2017
Chapter 11 2017 Chapter 11 Outline 2017
Chapter 12 2017 Chapter 12 Outline 2017
Chapter 13 2017 Chapter 13 Outline 2017
Chapter 14 2017 Chapter 14 Outline 2017
Chapter 15 2017 Chapter 15 Outline 2017
Chapter 16 2017 Chapter 16 Outline 2017
Chapter 18 2017 Chapter 18 Outline 2017
Chapter 19* Chapter 19 Outline*
(Requires Adobe Acrobat Reader. Click here to download Acrobat Reader.) Outlines of Power Point Presentations (html format)

To save a version of the outline that you can edit:

Click on a link below.
On the File menu, click Save As.
Double-click the folder you want to save the page in.
In the File name box, type a name for the page.
This file can be open in Word or Wordperfect to be edited.

5. Supplemental Materials

CCH 2013 Estate and Gift Tax Legislation

Center on Budget and Policy Priorities, "Ten Facts You Should Know About the Federal Estate Tax," January 8, 2015

Center on Budget and Policy Priorties, "Policy Basics - The Federal Estate Tax" (July 5, 2016)

Batchelder, "The 'Silverspoon' Tax: How to Strengthen Wealth Transfer Taxation."

Aucutt, "Estate Tax Changes Past, Present & Future" (Feb. 2017) 


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