MBT6351

MBT 6351 - Wealth Transfer I (Estates and Gifts) (2 Cr.) Online may be available

Accounting (11264) TCSM - Curtis L. Carlson School of Management

MBT 6351 - Wealth Transfer I (Estates and Gifts) (2 Cr.) Online may be available

Course description

Taxation of transfers under federal estate and gift tax laws. Property owned by decedent. Retained life estates. Transfers taking effect at death. Revocable transfers. Joint interest. Powers of appointment. Valuation. Expenses, debts, taxes. Charitable bequests, marital deduction. Taxable inter vivos gifts, splitting/credits.

prereq: ACCT 5135, MBT student. NOTE: Previous course number was MBT 5350.

Minimum credits

2

Maximum credits

2

Is this course repeatable?

No

Grading basis

AFV - A-F or Audit

Lecture

Requirements

011710

Fulfills the writing intensive requirement?

No

Typically offered term(s)

Summer Even Year