FIN-427 Rethinking Wealth: Estate Planning and Wealth Transfer

This course focuses on the components of estate planning which include property titling and beneficiary designations, strategies to transfer property, estate and incapacity planning documents, gift, estate, GST Tax compliance, and calculations. Other topics include sources for estate liquidity, types, features, and taxation of trusts, the marital deduction, and intra-family and other business transfer techniques. Students will also learn postmortem estate planning techniques, planning for divorce, unmarried couples and other special situations, and a planning for special needs and circumstances. Throughout this course, students interpret estate planning using biblical principles. Prerequisite: FIN-420

Credits

3

Notes

3