BA 421 Estate Planning

This course explores complex tax issues with particular focus on federal income tax law related to trusts, estates, and gifts. Also, this course focuses on estate and gift planning as it relates to satisfying the requirements of the CFP exam.

Credits

3

Prerequisite

Take BA 313 BA 318. For the Financial Planning Certificate Program, contact the Registrar's Office for assistance if you fail passing the prerequisites.

Offered

Annual Fall Semester