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Undergraduate Catalog 2012-2013

BUSI 354 - Estate Planning


This course is available both online and residentially.

Estate Planning focuses on the efficient conservation and transfer of wealth, consistent with the goals of a financial planner’s clients.  It is a 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



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