FP 576 - Estate Planning

Institution:

City University of Seattle

Subject:

Description:

This course is an introduction to the concepts of estate planning in the context of the financial planning process. Students will learn about the estate planning options that are available and the consequences of the federal estate, gift, and income tax laws. They will also learn how to create a personal financial plan reflecting the estate planning needs of a client. Finally, they will learn the consequences of the time value of money in estate planning.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.cityu.edu

Phone Number:

(800) 426-5596

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Quarter

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