2013-2015 Undergraduate Catalog

FIN 322 Estate Planning

Focuses on efficient conservation and transfer of wealth consistent with the client's goals. Study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes. Prerequisites: BSL261, ACC 306 (at least concurrently), and FIN 320 (at least concurrently).