Morehead State University
College of Business and Public Affairs, School of Business
Department of Accounting, Economics, and Finance
Finance 374 - 301, Estate Planning and Taxation
Online, Fall, 2013

Instructor: Bruce K. Grace, Ph.D., CFA, CFP®
Office: 222C Combs Building
Phone: 783-2357
E-mail: b.grace@morehead-st.edu
Office Hours: MWF1 - 10:15 - 1:30 and by appointment.

Required text: Dalton and Langdon’s Estate Planning, 6th ed.

Catalog Description: Prerequisites: FIN 360. Covers estate planning and taxation issues such as documentation, legal ownership to property, trusts, the federal gift tax, probate and asset valuation.

Course Objective: The objective of Finance 374 is to provide the student with the framework necessary to appreciate, understand, and resolve the problems facing those involved in estate planning. This is a course that is usually completed by students in our financial planning track. The course is a blend of theory and practice. Theory tells us why, and practice tells us how.

Learning Outcomes: Knowledge of the methods of analysis of estate planning matters. Use of computer and other technological skills. Demonstrate knowledge of ethical issues in estate planning.

Methods for Measuring Outcomes: Exams will assess knowledge and application of estate planning issues. Homework will assess technological skills and knowledge and application of estate planning methods.

Course Grade Determination:

4 Exams @ 100 points each 80% Average of Homework Grades 20% 100%

Tentative Exam Schedule: 9/9, 10/7, 11/11, 12/9

Traditional Course Grades: 90 - 100 = A 80 - 89 = B 70 - 79 = C 60 - 69 = D