Estate Planning

Current Version Prepared By:
Gary A. Hachfeld, David B. Bau, C. Robert Holcomb EA, & James N. Kurtz EA

Copyright ©  2009  Regents of the University of Minnesota. All rights reserved.

View Individual Chapters (PDF)

  1. Estate Planning Principles
  2. Establishing a Will
  3. Distribution of Estate Assets
  4. Gifting Assets
  5. TRUSTS: Definitions, Types, and Taxation
  6. Revocable Living Trust
  7. Income Tax Issues for Estate Planning
  8. Life Insurance in Estate Planning
  9. Disposing of Personal and Household Items
  10. Steps in Estate Settlement

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