FIN345
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FIN345 ESTATE PLANNING | 3 - Credit Hours
Business, Econ, & Public AdminSchool of Education & Professional Studies
Subject Code
FIN
Course Number
345
Department(s)
Academic Level (Course Level)
Undergraduate
Course Title
ESTATE PLANNING
Course Description
Prerequisite: Upper-division status. Provides financial security during retirement years and facilitates the intended and orderly disposition of property upon disability or death. Addresses concepts and techniques of lifetime financial planning that may lead to increases in one's estate and the conservation of existing assets. Includes a critical evaluation of traditional planning techniques and analysis of major advanced methods, including various living trusts, irrevocable life insurance trusts, charitable remainder trusts, and family-limited partnerships. Offered fall only.
Credit Hours Min
3
Lecture Hours Min
3