Feb 05, 2025  
2024-25 Undergraduate Catalog 
    
2024-25 Undergraduate Catalog
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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.
Registration Restriction by Classification
Sophomore, Junior, Senior



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