Estate Planning: 3 semester hours

Catalog description

The course focuses on the efficient conservation and transfer of wealth, consistent with the client's goals; presents legal, tax, financial, and non-financial aspects of the process, covering such topics as wills, trusts, probate, advanced directives (living wills), charitable giving, wealth transfers and related taxes. Prerequisites: ACCT 3333 and (PFIN 3123 or PFIN 3312 ).