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Unit 1
Death and taxes estate planning with gift and estate tax strategies by Cook
Unit 2
The Gift Tax: Far from Irrelevant Despite a $5 million Exclusion. by Jones and Luscombe
Jones, G. G., & Luscombe, M. A. (2011). The gift tax: Far from irrelevant despite a $5 mn exclusion. Accounting Today, 25(8), 14–58.
Unit 3 to 5
No assigned library readings for these units.
Unit 6
Estate planning for a family with a special needs child by Grassi
Estate planning with retirement benefits for a special needs child: Part 2 by Grassi and Welber
Unit 7 to 10
No assigned library readings for these units.
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