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2021-2022 Catalog
FIN 4132: Estate Planning

Course Description for Estate Planning

FIN4132: Estate Planning
Prerequisite:  TAX 3721
Description: This course focuses on the fundamentals of estate planning, including the social and family implications of federal/state taxation of transfers of wealth by gift or at death. Trusts, guardianships and post mortem planning are covered in this course. How planning is affected by business assets, employee benefits, and insurance will also be studied.
Availability: This course is offered only in the spring term.