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- fin-0370 - estate-planning
Missouri Southern State University Course Info
Joplin, Missouri
Course Info
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FIN 0370
Estate Planning
The study of the efficient conservation and transfer of wealth, consistent with the clients goals. The course will consider the legal, tax, financial, and non-financial aspects of this process. Topics covered will include trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes
Units: 3.0
Prerequisites:
GB 0301 - Legal Environment of Business I
and
ACCT 0375 - Tax Accounting I
and
FIN 0350 - Financial Management