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Mar 29, 2024
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2017-2018 Graduate Catalog [ARCHIVED CATALOG]
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FIN 7500 Estate Planning This course focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. It 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, wealth transfers, and related taxes. Prerequisite(s): FIN 607 Credits: 3.0
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