FIN 32036 Estate Planning
Estate planning focuses on the efficient conservation and transfer of wealth consistent with the client's goals. The course is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, and wealth transfers and their related taxes. Lab fee may be required.
Credits
3
Notes
**Updated November 2019. Please see the November 2019 addendum for more information.