Basic estate planning principles and skills are presented that are necessary for the financial planner to successfully counsel clients and provide relevant advice as part of a comprehensive financial plan. Topics include wealth distribution strategies, transfer document, tax code, unified transfer tax system and the determination of an individual's estate tax liability. Enrollment Requirements: Requires a prerequisite course of FNCE 2010 and a prerequisite or corequisite course of BASE 2104 (minimum grade D-). Restricted to Business (BUSN) majors with the PFP subplan and with 52-180 units completed.
Fall 2019, Spring 2019, Fall 2018, Spring 2018, Fall 2017