FIN 350 - Fundamentls of Estate Planning

Institution:

Immaculata University

Subject:

Finance

Description:

This course provides an overview of the gift and estate tax system and basic estate planning strategies. Topics include characteristics of property titling and strategies to transfer property, critical estate planning documents, gift and estate tax calculations, sources for estate liquidity, types and features of trusts, and estate planning for nontraditional relationships. (Prerequisite: FIN 367)

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.immaculata.edu

Phone Number:

(610) 647-4400

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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