FINC-527 Estate Planning and Wealth Transfer

This course focuses on property titling and beneficiary designations, strategies to transfer property, estate and incapacity planning documents, gift, estate, GST Tax compliance and calculations, and sources for estate liquidity. The student will also learn the types, features, and taxation of trusts, the marital deduction, intra-family and other business transfer techniques, postmortem estate planning techniques, planning for divorce, unmarried couples and other special situations, and planning for special needs and circumstances. Throughout the course, the student will develop a comprehensive, biblical perspective of estate planning.

Credits

3

Notes

3