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    Jan 24, 2022  
2020-2021 Undergraduate Catalog 
    
2020-2021 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 4132 - Estate Planning


Credit(s): 3
This course focuses on the fundamentals of estate planning, including the social and family implications of federal/state taxation of transfers of wealth by gift or at death. Trusts, guardianships and post mortem planning are covered in this course.

Prerequisite(s): TAX 4001  with a minimum grade of C, FIN 3144  with a minimum grade of C
Restriction(s):
  • Senior Standing
  • Junior Standing