Estate Planning (FIN428 (UG23))

Term: Fall 2023 (UNDG)

Faculty

Ryan A. CallahanShow MyInfo popup for Ryan A. Callahan

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Schedule

Mon-Wed-Fri, 8:15 AM - 9:15 AM (9/5/2023 - 12/12/2023) Location: MAIN (BUSB 253 - Classroom Lecture)

Description

Course focuses on key components, legal requirements, and restrictions, related to effective estate planning. Specific topics are implementing gifts, trusts, and life insurance as means of transferring assets after death, and regulatory and tax considerations within estate planning. Pre- or Co- Requisite: FIN 423. (3 units; Fall)