RMIN 5780 - Financial and Estate Planning

3 hours

Designed to prepare students to assist individuals with their financial and estate planning. Study of appropriate strategies, the planning process and pertinent statutes as well as selected tools and techniques utilized in the acquisition, conservation, management and disposition of property. Covers insurance and investment programs, buy-sell agreements, tax planning and shelters, wills, trusts, powers of appointment and other related topics in conjunction with applicable income, gift and estate tax provisions.

Prerequisite(s): None.