FIN 4120 - Estate Planning

Institution:

Utah Tech University

Subject:

Finance

Description:

This course is designed for students who have an interest in or who are currently pursuing a career in Personal Financial Planning. This course discusses the transfer and titling of property, tax considerations, and various tools for those with unique circumstances (e.g., those with special needs and business owners). **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Recommend the appropriate property titling based on a clients circumstances. 2. Explain methods used for transferring property and select the most appropriate method for a client. 3. Identify the need for estate planning documents and analyze the appropriateness of estate planning strategies taking into consideration the impact that such recommendations might have on taxes and liquidity. 4. Recommend business transfer techniques based on individual needs. Prerequisites: FIN 3100. FA (odd)

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utahtech.edu/

Phone Number:

(435) 652-7500

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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