Mar 28, 2024  
2018-2019 Undergraduate Catalog 
    
2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]

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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 .



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