FSMA 7023 - Estate Planning


BUAD 3043 with grade D or better or (BUAD 7023 with grade D or better and BUAD 4193 with grade D or better and FSMA 5003 with grade D or better and FSMA 5103 with grade D or better)


This course is designed to expose students to the estate planning process. It explores the many issues to consider when assisting people to enhance and maintain their financial welfare. Emphasis is not only on the arrangements for the disposition of property at death, but also on steps that can be taken to increase overall family wealth and security while still alive. Topics include, but are not limited to, wills, trusts, property ownership, future interests, long term care planning, fraudulent conveyances, as well as gift and estate taxation.

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