Nov 23, 2024  
2021-22 Undergraduate Bulletin 
    
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FINC 4348 - Estate Planning and Taxation

Credit(s): 3

A study of the financial and non-financial aspects of the efficient transfer and conversation of wealth consistent with the client’s goals. Topics include trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related estate taxes.
Prerequisite Course(s): sophomore standing


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