FIN 0370 - Estate Planning

Demand 3 Credit Hours
The study of the efficient conservation and transfer of wealth, consistent with the client’s goals. The course will consider the legal, tax, financial, and non-financial aspects of this process. Topics covered will include trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes. Prerequisites: FIN 0350, ACCT 0375, and GB 0301.