FIN 538 - Introduction to Estate Planning

Credit Hours: 3
Estate planning process; estate distribution probate, wills, trusts, gifts, life insurance; taxes incidental to an estate; administration of estates and trusts; analysis and selection of devices for lifetime and testamentary transfers of property. Identical with RMI 538. May be taught concurrently with FIN 638. Cannot receive credit for more than one of FIN 538, FIN 638, RMI 538, or RMI 638.

Prerequisite: LAW 231 or LAW 600; and FIN 380 or FIN 381 or concurrent enrollment; and undergraduate business majors must be admitted to degree program.
Lecture contact hours: 3

Typically offered: Fall, Spring