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Course Information

Estate Planning (FIN428 (UG25))

Term: Fall 2025 (UNDG)

Faculty

Roston T Willis
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Schedule

Mon-Wed-Fri, 1:15 PM - 2:15 PM (9/2/2025 - 12/10/2025) Location: MAIN (PBLD 250 - 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.