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FINA 3133 - Estate Planning

Prerequisite: FINA 3110 with a grade of C or better. Estate Planning focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. This course studies of the legal, tax, financial and non-financial aspects of this process, including trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes.
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Fall 2021, Fall 2020, Fall 2019, Fall 2018, Fall 2017
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