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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
Part 2 (2017) Ch 17
Chapter 3 (2017) Part Six
Chapter 4 (2017) Ch 18
Chapter 5 (2017) Ch 19
Chapter 6 (2017) Ch 20
Part Three (2017) Part Seven
Ch 7 (2017) Ch 21
Ch 8 (2017) Ch 22
Part Four (2017) Ch 23
Ch 9 (2017) Ch 24
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 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

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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