FINA 322 - Estate Planning Credits: 3

Focuses on efficient conservation and transfer of wealth consistent with the client’s goals. 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): BLAW 261 and ACCT 306 (may be taken concurrently) and FINA 320 (may be taken concurrently)