Course Description

This course covers estate planning and the taxation of estates for the purposes of financial planning. The primary topics covered include tax implications of gifts and bequests, federal estate tax, and revocable and irrevocable trusts, including bypass and marital deduction trusts.

Course Objectives


Upon completing this course, successful students will be able to:

  • Gain a firm grasp of estate planning concepts.
  • Learn more about the tax implications of estate taxes, gift taxes, fiduciary income taxes, and beneficiary income taxes.
  • Learn how a decedent’s property is transferred to others within and without the probate process.



Grade Policy

Students must receive a "C" grade or above to pass this course. Please review our program policies here.

Course Registration

This course is an open enrollment course. No application is required and registration is available by clicking "Add to Cart." Current students must register with their Georgetown NetID and password. New students will be prompted to create an account prior to registration.

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