FIN 425

Estate and Trust Planning

University of Wisconsin-Green Bay · UGRD · Fall 2026

1 section

Catalog description

Application of estate planning methodologies and policies to personal financial planning. Studies the legal, tax, financial, and non-financial aspects of this process, and covers topics such as trusts, will, advance medical directives, charitable giving, wealth transfers, and related taxes. P: FIN 343 and an overall minimum GPA of 2.5 Spring.

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Class #wisconsin_green_bay-0728Fall 2026UGRD3 credits

Days & times: No scheduled meeting time
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Instructor: Staff

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