Carlson School of Management

MBT 5350 Wealth Transfer I (Estates and Gifts)

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.

Spring 2014

Section 200 LEC (54799)

2 credits

A-F; prereq ACCT 5135, MBT student

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