FINA 322 - Estate Planning

Institution:

Shippensburg University of Pennsylvania

Subject:

Description:

Focuses on efficient conservation and transfer of wealth consistent with the client's goals. Study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.

Credits:

3.00

Credit Hours:

Prerequisites:

ACCT 306, BLAW 261, and FINA 320

Corequisites:

ACCT 306, FINA 320

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

09/01/2009 - 08/25/2024 

Institution Website:

www.ship.edu/

Phone Number:

(717) 477-7447

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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