FIN 425 - Estate Planning

Credit Hours: 3

Includes aspects of estate and gift tax planning, transfer, administration, and taxation of property; basic understanding of the unified estate and gift tax system; transfers of property outright or with trusts, wills and powers of appointment; federal estate and gift taxation; the marital deduction; various estate planning devices used in the estate planning process; the interview process; ethical standards; and development of appropriate estate plans.

Prerequisite: FIN 362
Course Fee: Yes