FSMA 7023 - Estate Planning

Institution:

SUNY College of Technology at Alfred

Subject:

Description:

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.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.alfredstate.edu

Phone Number:

(800) 425-3733

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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