WClasses

TAX 636 - Estate & Retirement Planning

This course integrates the tax, legal, family and business issues involved in planning for the estate and retirement of the business owner, the professional and the executive. Cases are used to highlight the application of many of the techinques that can be used to accomplish the objectives of the individual involved.

Prerequisites

Corequisites

None

Antirequisites

None

Offerings

Winter 2026 [1261]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3140	12 / 25	12:30 - 15:20	W
LEC 002	4338	14 / 30	16:00 - 18:50	W

Winter 2025 [1251]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3207	12 / 25	09:00 - 11:50	Th
LEC 002	8834	13 / 20	18:00 - 20:50	Th

Spring 2024 [1245]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	5339	10 / 20	18:00 - 20:50	Th

Winter 2024 [1241]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3211	16 / 25	09:00 - 11:50	Th

Winter 2023 [1231]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3187	18 / 25	09:00 - 11:50	Th		Deborah Kraft

Winter 2022 [1221]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3163	21 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2021 [1211]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 041	3209	24 / 50				Deborah Kraft

Winter 2020 [1201]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3185	28 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2019 [1191]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3067	19 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2018 [1181]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3125	28 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2017 [1171]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	2933	33 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2016 [1161]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3500	38 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2015 [1151]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3287	31 / 50	09:00 - 11:50	Th		Deborah Kraft

Winter 2014 [1141]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	3162	32 / 40				Deborah Kraft

Winter 2013 [1131]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	2915	25 / 40				Deborah Kraft

Winter 2012 [1121]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	2758	32 / 40				Deborah Kraft

Winter 2011 [1111]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	2752	27 / 40				Deborah Kraft

Winter 2010 [1101]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	2764	22 / 40				Deborah Kraft

Winter 2009 [1091]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	2017	28 / 40				Deborah Kraft

Winter 2008 [1081]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	1316	17 / 40				Lori-Anne Clements Ralston

Winter 2007 [1071]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	1320	21 / 40				Deborah Kraft

Winter 2006 [1061]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	1314	27 / 40				Jim Barnett

Winter 2005 [1051]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	1308	22 / 40				Jim Barnett

Winter 2004 [1041]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	1293	21 / 40	09:00 - 11:50	Th		Jim Barnett

Winter 2003 [1031]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	1643	25 / 40

Winter 2002 [1021]

Section	Class	Enrolled	Time	Days	Location	Instructor
LEC 001	4429	26 / 20