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Term : Summer 2024
Catalog Year : 2023-2024

FIN 473 - Estate Planning

Description: This course focuses on detailed legal and practical issues of estate planning. It provides students with an introduction to wills, trusts, the probate process and the taxation of estates. Topics include: estate planning overview, federal gift and estate taxation, trusts, liquidity planning, estate planning for marriage and nontraditional relationships, intra-family business and property transfers, planning for charitable contributions, postmortem planning, and other special topics. Course participants will also learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with taxation avoidance and minimization techniques useful in planning a client's estate. Letter grade only.

Units: 3

Sections offered: Fall 2024

Prerequisite: ((MAT 108, MAT 114, STA 270 or Math Placement Test Results (MTHPLACE 40+; ALEKS 40+; PLACE 46+)); ACC 255; and Junior status. Prerequisites must have grades of C or better.