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OPTION #2: ESTATE PLANNING

David Morris died during the current year, leaving a $15 million estate to his heirs. He had not made any gifts during his lifetime.

Part A: General estate taxation

  1. Using RIA Checkpoint, find a court case discussing estate taxation. Summarize the court case and tax law relating to estate taxation in a three- to five-page summary.

Part A Submission Requirements:

  • Your summary of the court case and estate taxation should be three to five pages, not including the required cover and reference pages.
  • Support your paper with at least four to six scholarly, legislative, or court references (of which the textbook may be one). The RIA Checkpoint are good places to find these references.
  • Format your paper according to APA
  • Review the grading rubric to see how you will be graded for this assignment.

Part B: Estate tax calculations
Suppose David 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. David’s wife, Mary, is the sole beneficiary.
  2. Mary receives $10 million from the estate, and the remainder is donated to the American Red Cross.
  3. Mary receives $10 million from the estate, and their son, Matt, receives $5 million.
  4. Mary receives $10 million, and $5 million is placed in a trust. The trustee is required to pay income to Mary for her life and the remainder to their son, Matt.

Part B Submission Requirements:

  • Submit with all calculations shown.

Part C: Client Letter: 
Now assume that David will not die for at least three years. Write a letter to David summarizing estate tax issues and discussing tax planning strategies to minimize the estate taxes.

Part C Submission Requirements:

  • Your letter should be two to three pages not including the required cover and reference pages.
  • Support your paper with at least four to six scholarly, legislative, or court references (of which the textbook may be one). The RIA Checkpoint are good places to find these references.
  • Format your paper according to APA
  • Review the grading rubric to see how you will be graded for this assignment.
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