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Estate Planning

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Course Information

Subject code

FIN

Subject Code Description

Finance

Course Number

6530

Course Title

Estate Planning

Catalog Subject and Course Number

FIN 6530

Catalog Title

Estate Planning

Course Description (Combined)

Prerequisite: FIN 6000. ( must have a grade of C or higher). Graduate standing.

A course that introduces the student to the estate planning process and includes an overview of federal estate and gift taxes, wills, trusts, and powers of attorney. The student also learns various planning techniques to minimize federal estate and gift taxes and avoid the probate system.

Credit: 3