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Oct 06, 2024
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ACCT - 8260 Estate Planning (3) Reviews property titling, methods of transfer and estate documents. Examines gifting strategies, tax compliance and incapacity planning. Reviews estate tax compliance, liquidity and powers of appointment. Explores the taxation of trusts, valuation, the marital deduction, transfer techniques, generation-skipping transfer tax, fiduciaries, income in respect of a decedent and other planning issues.
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