| FUNDAMENTALS OF ESTATE PLANNING I---Summary | ||
HS 330 |
Outline Of Contents (pages in assignment--61 total study pages) |
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Sample HS-330 Assignment |
Estate Planning Basics (2) | |
| 330-2 | Ownership of Real and Personal Property (4) | |
| 330-3 | Transfer by Gift (4) | |
| 330-4 | Fiduciaries and Trusts (4) | |
| 330-5 | Wills---Property Transfers at Death---Estate Administration (5) | |
| 330-6 | The Federal Gift Tax (4) | |
| 330-7 | The Federal Estate Tax (Part 1) (3) | |
| 330-8 | The Federal Estate Tax (Part 2) (4) | |
| 330-9 | Asset Valuation---Buy-Sell Agreements (6) | |
| 330-10 | State Death Taxes---Basis---Gross Estate Deductions (4) | |
| 330-11 | Marital and Charitable Deductions (6) | |
| 330-12 | Federal Estate Tax Computation and Payment (4) | |
| 330-13 | Estates and Trusts: Principles and Income Taxation (4) | |
| 330-14 | Additional Estate Planning Methods (6) | |
| 330-15 | Estate Planning Case Study (1) | |
| Bonus Book |
Key Terms For All Assignments (16 total study pages) Sample Exam Questions (23) Answers to Sample Exam with Explanations (13) |