3.00 Credits
This course covers concepts and principles of estate planning for individuals, including goal identification, data gathering, forms of property ownership, documents, probate, and transfer taxes. Additional coursework is required for those enrolled in the graduate-level course. Prerequisite(s): ACCT 3520 and FIN 5060 or FIN 6060 Prerequisite Recommendation(s): ACCT 3520 and FIN 5060 or FIN 6060 Dual-listed as: FIN 5080 Repeatable for credit: No Grade Mode: Standard