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MBT 5350 Wealth Transfer I (Estates and Gifts)

Days: W
Time: 05:45 P.M. - 09:05 P.M.
Room: CarlSMgmt 1-147
Instructor: Eric Jenal Skonnord - skonn003@umn.edu

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.