FINC 4700 - Estate Planning

3 hours

Detailed elements of estate planning are covered in this course and incorporates topics surrounding estate planning considerations and the documents creating estate planning instruments such as wills, trusts, power of attorney, medical power of attorney and guardianship. Additional topics such as property titling and transfer strategies, estate liquidity sources, business transfer mechanisms, gift and estate tax considerations including marital deduction and tax calculations, post-mortem estate planning techniques and estate planning for non traditional relationships are covered.