2020 - 2021 Undergraduate Bulletin


Course Description

FIN 450 Estate Planning 4 cr.

  • Offered: Contact department for information.
  • Prerequisite: Junior standing or instructor's permission.

Estate planning principles and techniques as they relate to financial planning. Includes methods of property transfer, estate planning documentation, principles of estate, gift and trust taxation, features and classification of trusts, the use of life insurance in the estate planning process and tools and techniques for general estate planning.