FIN 465 - Estate Planning

Institution:

Cleary University

Subject:

Description:

This course surveys topics such as wills, trusts, gifting strategies, tax implications in estate planning, business and inter-family transfers, incapacity planning, postmortem techniques, charitable giving, use of life insurance in estate planning, and the role of fiduciaries. Case studies will be used to illustrate estate planning principles.

Credits:

4.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.cleary.edu

Phone Number:

(800) 686-1883

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Quarter

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