Apr 13, 2024  
2019 - 2020 Saint Joseph’s College Online Catalog 
2019 - 2020 Saint Joseph’s College Online Catalog [Archived Catalog]

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CFP 306 - Estate Planning

This course provides an introduction to federal gift, estate, and generation-skipping transfer taxes and the many planning techniques used to minimize the impact of these taxes on transfers of wealth. It also explores the income-tax effects of gifts and bequests, with particular attention to the limitations on income-shifting to family members. The nontax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples. The course stresses the need for balancing tax and non-tax considerations in creating successful estate plans. 

Online Course Modules to be developed for this course: 

  • Overview of Estate Planning 
  • Forms of Property Ownership 
  • The Probate Process 
  • Estate Planning Documents 
  • Gifting 
  • The Gross Estate 
  • Calculating the Estate Tax 
  • Charitable Gifting 
  • Generation-Skipping Transfer Tax 
  • Trusts 
  • Business Planning 
  • Estate Planning Considerations 


Prerequisites & Notes
Sophomore status within student’s current baccalaureate program at home institution. 

Assignment Overview
For this 8-week course, students will engage in various weekly asynchronous activities on Brightspace (projects, videos, threaded discussions) and cooperative peer-project activities at a minimum of 6-hours weekly asynchronous engagement (48hrs).  Students should expect to devote 12 additional hours per week reading, writing, collaborating, and preparing assignments for this 8-week accelerated course (96hrs). 

Course Learning Objectives
Upon completion of this course, students are expected to be able to: 

  • Explain general concepts of estate planning and related critical documents.
  • Understand property titling and transfers strategies.
  • Understand property and business interest transfers via gifting and/or estate transfers  
  • Understand taxation of estates and trusts. 
  • Understand the non-tax aspects of probate and postmortem planning issues
  • Understand estate issues for non-traditional relationships

Credits: This course meets the requirements for a 3-credit undergraduate course delivered over an 8-week period of time.

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