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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

All these files are current through Spring 2016.

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

4.  Estate Planning Powerpoint Slides

These are Spring 2016 files, except for Chapter 19.

Chapter 1 Chapter 1 Outline
Chapter 2 Chapter 2 Outline
Chapter 3 Chapter 3 Outline
Chapter 4 Chapter 4 Outline
Chapter 5 Chapter 5 Outline
Chapter 6 Chapter 6 Outline
Chapter 7 Chapter 7 Outline
Chapter 8 Chapter 8 Outline
Chapter 9 Chapter 9 Outline
Chapter 10 Chapter 10 Outline
Chapter 11 Chapter 11 Outline
Chapter 12 Chapter 12 Outline
Chapter 13 Chapter 13 Outline
Chapter 14 Chapter 14 Outline
Chapter 15 Chapter 15 Outline
Chapter 16 Chapter 16 Outline
Chapter 18 Chapter 18 Outline
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

U.S. Treasury Greenbook FY 2017, Estate and Gift Tax Proposals


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