FINA 375 - Fundamentals of Estate Planning

Institution:

Eastern University

Subject:

Finance

Description:

This three (3) credit course provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Covers various aspects of estate and gift tax planning, including: Nature, valuation transfer, administration, and taxation of property; Gratuitous transfers of property outright or with trusts, wills and powers of appointment; Valuation of assets; Buy-sell agreements; Client interview/fact finding; Ethical standards. Prerequisite: Minimum grade of C in ECON 205.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.eastern.edu

Phone Number:

(610) 341-5800

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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