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Sep 20, 2024
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2020-2021 Undergraduate Catalog [ARCHIVED CATALOG]
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FIN 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
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