The University of Alabama External Degree Program

XD 320-8 Personal Estate Planning and Taxation

3 Hours Administrative Sciences
Instructor: Ms. Jan Brakefield
Box 870158
Tuscaloosa, AL 35487
205-348-8722
205-348-6178
jbrakefi@ches.ua.edu

Important Contract Policies

Purpose

To present the concept of wealth accumulation, protection, and transfer in a concise, integrated overview, demonstrating the consequences and benefits of sound financial planning on family wealth.

Learning Objectives
Upon completion of this course, the student will be able to:

Demonstrate an understanding of the estate planning process.
Identify characteristics of the unified transfer tax system.
Calculate federal estate and gift tax liability.
Select appropriate exclusion and valuation techniques.
Identify the steps in the probate process.
Describe the characteristics and uses of trusts.
Analyze the use of life insurance contracts in the estate plan.
Select the most appropriate property for lifetime, post mortem, and charitable transfer.

Methodology

Students will read assigned chapters in the text and complete selected questions at the end of the chapters. The assignments will be mailed to the student after the contract has been enrolled by the External Degree office.

*Discussions by phone are acceptable, at the student's initiation. Best times to call are Mondays, Tuesdays, and Thursdays, 1:30-4:30pm, CST.

*Discussions by Email are preferred anytime at jbrakefi@ches.ua.edu.

Resources

Prestopino, Chris J., and Bost, John C. Estate Planning and Taxation, annual edition, Kendall/Hunt Publishing Company.
*Text may be ordered at your local bookstore or through:

Evaluation

4 assignments on the text chapters: 4 assignments @ 100 pts. each = 400 points possible.

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