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Course Information

Estate Planning (BUSN 450)

Term: 2022-2023 - FALL

Faculty

Luke E Becker

Office Hours: By Appointment Only, either by Zoom or Phone

 

My name is Luke Becker. A little bit about me, I am originally from Fort Dodge, IA and currently work full-time at Iowa Central Community College in Fort Dodge. My wife and I have two sons, Theo and Max! I did my undergrad work at Iowa State University, where I received by B.S. degree and did my graduate work at Upper Iowa University, where I received my Master of Business Administration degree with an emphasis in Economics. I have been in the business and higher education field my entire career and am excited to go through this journey with you this term. I am very passionate about online learning and all of the benefits that are presented in the online classroom. In my spare time when I am not working, I enjoy doing home improvement projects, being active outside, jogging with my German Shepherd, spending time with my son, and rooting for the Kansas City Chiefs when they play. A fun fact about me is that I have ran two marathons, including one with my wife.

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