Dec 03, 2024  
2024-2025 Undergraduate Catalog 
    
2024-2025 Undergraduate Catalog
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FIN 4710 - Estate Planning

3 credit hours
Prerequisites: FIN 3050 ; junior standing; and admission into the College of Business. Insurance as it may relate to estate planning examined in detail. Focus on estate planning principles including the problems of estate liquidity, taxation, governmental regulation, and costs involved in handling estates. Also included are ownership provisions and beneficiary designations, settlement options, and trusts.


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