This site uses cookies. By continuing to use this site, closing this banner, or clicking "I Agree", you agree to the use of cookies.
Read our cookies policy and privacy statement for more information.
Stand with UkraineDonate
- Home
- New York
- Mount Saint Mary College
- Course info
- mgt-6160 - estate-planning
Mount Saint Mary College Course Info
Newburgh, New York
Course Info
Search for courses by clicking on letters of the alphabet or by using a search bar. Explore course description, number of credits required and course sequences to satisfy graduation requirements.
MGT 6160
ESTATE PLANNING
The course covers the fundamentals of estate planning process. Topics include potential pitfalls and weaknesses, the principles of estate and gift taxation, the concept of a unified transfer system, various techniques that may be used to plan a client’s estate, features of trusts, property ownership, martial and charitable considerations, intra-family transfers, life insurance, gifts and post mortem planning techniques.
Units: 3.0