Spring 2018
5223 Post Mortem Estate Planning - BUCKLES- 22716

Professor(s): Johnny Buckles (FACULTY)

Credits: 2

Course Areas: Taxation 

Time: 4:00p-6:00p  THLocation: 213  BLB

Course Outline: Postmortem Estate Planning: Covers issues associated with estate administration with a goal toward minimization of income and estate taxes. Covers the estate tax system generally, income taxation of estates and planning opportunities associated therewith, issues associated with funding of pecuniary and residual bequests, disclaimers, special use valuation, and estate tax deferral techniques. Also addresses estate tax compliance and audit procedures and examines the use of trusts as estate surro¬gates. Course uses material developed by the instructor, primarily from current advance estate planning and probate seminar material.

Prerequisites: Federal Income Taxation and Wills.

Course Syllabus: Syllabus

Course Notes:   This is an LL.M class, and JD students may register, if space is available.

Prerequisites: Yes  Federal Income Tax and Trusts and Wills

First Day Assignments: First Day Assignment: Please read “What Every Executor Ought to Know,” to be distributed by email to all students enrolled in the course. Hard copies will be available outside the professor’s office in the box on the wall outside his door for those not enrolled in the course as of 1/8/2018.

Final Exam Schedule: 05/08 4-6pm  215 TU2    

This course will have:

Satisfies Skills Course Requirement: No
Satisfies Senior Upper Level Writing Requirement: No

Experiential Course Type: no

Bar Course: No

Course Materials (12/6/2017 7:29:56 AM)

No book required for this course

Course Materials: Yes. More details to follow on distribution to class.