Jun 03, 2020  
2019-2020 Undergraduate Catalog 
    
2019-2020 Undergraduate Catalog

FINP 4500 Estate Planning


Estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. It is a study of legal, tax, financial, and non-financial aspects of this process, convering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes. Prerequisite(s): FIN 3200  OR FIN 3600 
Credits: 3.0