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Mar 28, 2024
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FIN 3720 - Estate Planning The course examines legal, financial and practical considerations in the creation, management and conservation of an estate. Various types of property interests (joint tenancy, tenancy in common, community property) are reviewed. The use of revocable and irrevocable trusts, gifts, powers of attorneys, retirement and custodial accounts are discussed. The influence of federal estate and gift and state taxation rules on estate planning techniques is examined.
Prerequisites & Corequisites: Prerequisite: FIN 3200
Credits: 3 hours
Restrictions: Restricted to majors/minors across multiple departments. Please see advisor for specific program restrictions.
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