FIN 464

ESTATE PLANNING

Oregon State University-Cascades Campus · UGRD · Fall 2026

1 section

Catalog description

Introduces Estate Planning and focuses on developing an appropriate technique to estate planning given a client’s objectives and needs. Covers the legal, tax, financial and non-financial aspects of the estate planning process. Topics include trusts, wills, probate, charitable giving, wealth transfers and related taxes.

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Class #oregon_cascades_campus-3202Fall 2026UGRD2 credits

Days & times: No scheduled meeting time
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Instructor: Staff

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