FIN-427 Rethinking Wealth: Estate Planning and Wealth Transfer

This course incorporates a unique case situation to learn estate planning. The student will consider property titling mechanisms, tax implications, sources of estate liquidity, types, features and taxation of trusts, wealth transfer strategies, gift and estate tax compliance, and postmortem estate planning techniques to create an estate plan. Throughout the course, the student will develop a comprehensive, biblical perspective of wealth within the context of estate planning and wealth transfer.

Credits

3

Notes

3