ERIC Number: ED030054
Record Type: RIE
Publication Date: 1964
Reference Count: 0
Estate Planning; A Suggested Outline for an Adult Group. Bulletin 151.
New York State Education Dept., Albany. Bureau of Business Education.
This course outline on estate planning is designed for teachers and leaders in New York State public school adult education programs. Basic elements in estate planning (inventory, objectives, analysis, problem areas, administration, and others) are outlined, followed by information and guidelines on accumulating an estate, conserving an estate, making wills, creating trusts, and the special problems of businessmen and employees. Such aspects as estate taxes, allowable tax reductions and exemptions, and property that can or cannot be included in a will, are considered. Also included are suggested classroom techniques for instructors, pointers for discussion leaders, and the American Bar Association's Information Opinion A of 1959, pertaining to professional ethics in estate planning. (ly)
Publication Type: N/A
Education Level: N/A
Authoring Institution: New York State Education Dept., Albany. Bureau of Business Education.