BFIN 4310 Estate Planning

This course introduces students to estate planning techniques. Topics reviewed include: property titling, methods of property transfer at death, estate planning documents, strategies for gifting and charitable transfers, incapacity planning, power of appointment, trusts, business transfer techniques, fiduciaries, and tax implications of estate planning.

Prerequisite

BFIN 3310 or BFIN 3321. Cross-listed with BLAW 4310 and ACCT 4310. (Fall)