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3564: Estate Planning & Trusts

Prerequisites: A minimum campus GPA of 2.0; FINANCE 3500 or consent of instructor and Area Coordinator. This course will focus on the responsibility of a financial planner in the formulation and implementation of an estate plan. Topics include wills, lifetime transfers, trusts, gifts, estate reduction techniques, tax implications in estate planning, business and inter-family transfers, dealing with incompetency, postmortem techniques, and the role of fiduciaries. Lectures, cases, and guest speakers will be used to stimulate analysis and discussion.
  • Credits:

Section 001

  • CRN
  • Class Begins:
  • Class Ends:
  • Schedule:
    12:30PM - 01:45PM
  • Room:
    Anheuser-Busch Hall - 00003
  • Instructor:
    Gary Flotron