FINA 466 - Principles of Estate Planning

Institution:

Saint John Fisher University

Subject:

Description:

This course deals with the study of the estate planning process. It examines the fundamentals of federal estate and gift taxation and the specific techniques that can be used to reduce the size of the gross estate. Prerequisite: FINA 318. *The three Financial Planning Modules (FINA 464, 465, and 466) should be taken during the same semester.

Credits:

1.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.sjfc.edu

Phone Number:

(585) 385-8000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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