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. **

Updated after publishing - September addendum 09/26/2019**

Credits

3

Prerequisite

ENGL 17000 and FIN 32000 with a C or better.

Offered

Fall.