Financial Planning: Estate and Gift Planning

Catalog description

This course is an overview of the family estate and gift planning process from a financial planning perspective. Topics covered include: introduction, basic estate planning documents, types of property interests, the probate process, gift and estate taxes, transfer during life and at death, and the utilization of estate and gift planning strategies and tools. This course will also provide case practice and discussion and collaboration activities that facilitate students' learning and practicing their knowledge and skills. Credit Hour s : 3