Dec 26, 2024  
2017-2019 Undergraduate Catalog 
    
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2017-2019 Undergraduate Catalog [ARCHIVED CATALOG]

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FIN 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): BSL 261   and ACC 306   (may be taken concurrently) and FIN 320   (may be taken concurrently)


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