FINA 2330 Estate Planning

Lecture/Lab/Credit Hours  4.5 - 0 - 4.5

This course provides a comprehensive review of estate planning topics such as estate and gift taxes, various issues related to trusts planning and administration, property ownership issues, life insurance, private annuities, postmortem tax planning, and charitable giving.

Prerequisites
(2) FINA 2200 and FINA 2210; or instructor approval

Course is offered On-line

Skill Level