RMIN 5780 - Financial and Estate Planning

Institution:

University of North Texas

Subject:

Risk Management and Insurance

Description:

5780. Financial and Estate Planning. 3 hours. Designed to prepare students to assist individuals with their financial and estate planning. Study of appropriate strategies, the planning process and pertinent statutes as well as selected tools and techniques utilized in the acquisition, conservation, management and disposition of property. Covers insurance and investment programs, buy-sell agreements, tax planning and shelters, wills, trusts, powers of appointment and other related topics in conjunction with applicable income, gift and estate tax provisions.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.unt.edu

Phone Number:

(940) 565-2000

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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