Principles and practices of family estate planning; advanced methods of property transfer via gifting and death, including multi-generational techniques; advanced strategies for minimization of estate/trust income taxes; advanced strategies appropriate to closely-held businesses; and implications of public policy related to estate planning.

Review principles and practices of family estate planning. Explore advanced methods of property transfer via gifting and death, including multi-generational techniques. Look at advanced strategies for minimization of estate/trust income taxes. Understand advanced strategies appropriate to closely-held businesses. Examine implications of public policy related to estate planning.