FINA 2330 Estate Planning

4.5 - 0.0 - 4.5

Prerequisite

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

Course Description

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. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.