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2013-2014 Undergraduate & Graduate Catalog

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ACC 627 - Estate, Gift, and Trust I

Examines the federal transfer tax system, including estate and gift tax statutes, regulations, rulings, and cases. Topics include the definition of a gift, disclaimers, the annual exclusion, calculation of gross estate, revocable transfers, jointly-held property, annuities, powers of appointment, life insurance, the marital deduction, and valuation.

Credits: 3



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