Estate Planning Fundamentals. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 , Matriculation into the Woodbury School of Business, University Advanced Standing, and For PFP Majors Only. Teaches gift, estate, and generation skipping transfer taxation, including financial and estate planning applications. Applies gift, estate, and generation skipping transfer taxation rules to personal financial planning scenarios. Studies financial regulations and taxation policy. May be delivered hybrid.