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Nov 07, 2024
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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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