Estate Planning (BUSN 450)
Term: 2019-2020 - SPRING
Professional Designations:
CFP® Certified Financial Planner®practitioner
ChFC® Chartered Financial Consultant
Tue-Thu, 1:00 PM - 2:15 PM (1/13/2020 - 5/7/2020) Location: MAIN US 134
This course examines estate planning and its various components within the context of the comprehensive financial planning process. Approaching estate planning from the perspective of the financial planner, the focus of the course is on developing student skills for analyzing client needs and for designing comprehensive and integrated estate plans. Specific estate planning components addressed in the course include property ownership methods, wills, trusts, insurance, annuities, charitable gifts, and estate taxation. Prerequisites: Busn 301; and Acct 355; senior standing (recommended). Offered: Spring