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Accounting

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Graduate Course Details
Number FIN 759
Title Estate Planning
Credits 3.0
Prerequisites FIN751

Description

This course explores the complex legal, tax, and financial issues in transfer of property, wills, trust, gifts, etc. The course introduces students to the areas of wills, probate, marital deductions, charitable contributions, charitable trusts and planning for incapacity. Special attention is given to the use of trusts, insurance, and taxation issues in estate planning, etc. The course provides the students with the basic tools necessary to advise clients in estate planning matters.

Finance

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Graduate Course Details
Number FIN 759
Title Estate Planning
Credits 3.0
Prerequisites FIN751

Description

This course explores the complex legal, tax, and financial issues in transfer of property, wills, trust, gifts, etc. The course introduces students to the areas of wills, probate, marital deductions, charitable contributions, charitable trusts and planning for incapacity. Special attention is given to the use of trusts, insurance, and taxation issues in estate planning, etc. The course provides the students with the basic tools necessary to advise clients in estate planning matters.