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Estate Planning

Questions And Answers

In the current year, Samantha Youst died leaving a $15 million estate to her heirs. She did not make any gifts during her lifetime.

Part A: General estate taxation

  1. Using Thomson Reuters, find a court case discussing estate taxation. Summarize the court case and tax law relating to estate taxation in a 4-6 page summary.

Part A Submission Requirements:

  • Your summary of the court case and estate taxation should be 4-6 pages not including the required cover and reference pages.
  • Support your paper with at least 5-7 scholarly, legislative, or court references (of which the textbook may be one). The CSU-Global Library and Thomson Reuters are good places to find these references.
  • Format your paper according to the CSU-Global Guide to Writing APA.
  • Review the grading rubric to see how you will be graded for this assignment.

Part B: Estate tax calculations

Suppose Samantha dies this year with a gross estate of $15 million and no adjusted prior gifts. Calculate the amount of estate tax due (if any) under the following scenarios:

  1. Samantha’s husband, Mark, is the sole beneficiary.
  2. Mark receives $10 million from the estate and the remainder is donated to the American Red Cross.
  3. Mark receives $10 million from the estate and their son, Luke, receives $5 million.
  4. Mark receives $10 million and $5 million is placed in a trust. The trustee is required to pay income to Mark for her life and the remainder to their son, Luke.

Part B Submission Requirements:

  • Submit with all calculations shown.

Part C: Client Letter:

Now assume that Samantha will not die for at least 3 years. Write a letter to Samantha summarizing estate tax issues and discussing tax planning strategies to minimize the estate taxes.

Part C Submission Requirements:

  • Your letter should be 3-4 pages not including the required cover and reference pages.
  • Support your paper with at least 6-7 scholarly, legislative, or court references (of which the textbook may be one). The CSU-Global Library and Thomson Reuters are good places to find these references.
  • Format your paper according to the CSU-Global Guide to Writing APA.
  • Review the grading rubric to see how you will be graded for this assignment.

Your paper should be 9-12 pages in length and conform to CSU-Global Guide to Writing and APA  (Links to an external site.) . Include at least six scholarly references in addition to the course textbook.  The CSU-Global Library is a good place to find these references.

 

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