Syllabus

Estate and Financial Planning

ACCY 274 and ACCY 199B

Winter Intercession 2002

Instructor: Kent W. Meyer, PhD, LLM

Office: TAH 2098

Phone: (916) 278-7141

Email: mailto:[email protected]

Website: www.geocities.com/prof_meyer

Text: CCH Financial and Estate Planning Guide, 13^th Ed.; Kess, Sidney, 2001.

Introduction

Over the next decade, over seven trillion dollars will pass between generations. Unfortunately, much of this wealth will be transferred to unintended/ unplanned beneficiaries and/ or will pass at a greater than optimal cost. The reason this will happen is that individuals do not plan.

This course is designed to be a “hands on” course in Estate and Financial Planning. It will give you much of the background you will need to plan for the satisfactory management of estate assets during life and for the disposition of these assets at death.

Course Method: The Virtual Classroom Project

This course will be delivered via the Internet using streaming video/audio in conjunction with simultaneous chat. The software is available through the course website at no additional cost. The necessary programs are:

Internet Browser with sound
Realplayer Media Player
Yahoo Messenger

Please read more about the Virtual Classroom Project at www.geocities.com/prof_meyer/vcp

Please direct technical questions to the project coordinator at [email protected]

To get everyone signed on and familiar with the VCP, there will be an organizational meeting on January 3, 2002, at 12:00PM on campus in the computer room of the College of Business. This will be the only required on-campus meeting for the course.

Grading

Exams will be case or project type. Most will involve teams. I am planning to give no more than four exams. They can be taken online and emailed back, or they can be returned by hardcopy to my office on campus. Each exam will be worth one hundred (100) points. Exams will be posted on the class website. Class participation can add as much as fifty (50) extra-credit points.

Course Content

We will cover General Principles, Chapters 1-15 in order; then cover Special Situations, Chapters 16-21, 23, 28, and 29 (Techniques). This will require reading about six (6) chapters a week. As the chapters are all fairly short, this shouldn’t be too difficult.

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