FNCE-3060 (3) Estate Planning

Basic estate planning principles and skills are presented that are necessary for the financial planner to successfully counsel clients and provide relevant advice as part of a comprehensive financial plan. Topics include wealth distribution strategies, transfer document, tax code, unified transfer tax system and the determination of an individual's estate tax liability. Requisites: Requires prerequisite courses of BCOR 2003, BASE 2104 and FNCE 2010 (all minimum grade D-). Restricted to Business (BUSN) majors with 52-180 units completed.