May 08, 2025  
2024-2025 Undergraduate Catalog 
    
2024-2025 Undergraduate Catalog [ARCHIVED CATALOG]

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RMI 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 FIN 538 . May be taught concurrently with RMI 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



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