College Catalog

Estate Planning

FIN420

Study emphasizing the process of planning the accumulation, conservation, and distribution of an estate to accomplish personal tax and nontax objectives. Topics include federal estate and gift taxes, wills, intestacy, the probate process, the use of trusts, property ownership forms, life insurance, lifetime gifting, the unified credit, charitable deductions, intrafamily and business transfers, valuation planning, and postmortem planning techniques. 3 Credits (3 Lecture) Prerequisite(s): FIN305 or FIN350. Fall Only.

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