Mar 31, 2025  
2024-2025 Graduate Catalog 
    
2024-2025 Graduate Catalog Add to Catalog (opens a new window)

FIN 638 - 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 638 . May be taught concurrently with FIN 538. 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 FIN 600  or concurrent enrollment.
Lecture Contact Hours: 3

Typically Offered: Fall, Spring



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