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Course Information

Estate Planning (BUSN 450)

Term: 2020-2021 - SUMMER SESSION B

Faculty

Andrea M Twedt

Hello!

I was born and raised in Moorhead, MN. I left the Midwest to enjoy the sunshine in Phoenix, AZ for 12 years. I miss the AZ winters; I am not a big fan of the cold. However, most of my family lives in the Midwest, so family comes over weather. 😊  

I have a daughter, Kelsey, who works at Microsoft. A son, Jonah, who attends North Dakota State University. Most importantly, I have three beautiful grandchildren: Tatum – 8, Trystynn – 6, and Toni – 5. I am very blessed to have them living in Fargo. They have Nana's heart!

I recently got married to an amazing man. Not only did I gain a husband, but also two wonderful adult children, Ryan and Cassandra. 

I am a big sports fan! I am a die-hard Vikings fan. I also enjoy watching basketball, especially March Madness. I do not have the skill set to play these sports, but I do like to exercise often. During my free time in the summer, I like to be at the lake. In the winter, I like to travel anywhere warm.

I’ve been teaching communication in the classroom since 2003 and online since 2004. I love teaching and getting to know the students.

Along with teaching, I am the Director of Online Undergraduate Programs at UJ.

I look forward to getting to know you.

Andrea

 

Description

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