3.00 Credits
Focuses on efficient conservation and transfer of wealth consistent with the client's goals. Study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.
Prerequisite:
BSL 261 FOR LEVEL U WITH MIN. GRADE OF D AND ACC 306 FOR LEVEL U WITH MIN. GRADE OF D (MAY BE TAKEN CONCURRENTLY) AND FIN 320 FOR LEVEL U WITH MIN. GRADE OF D (MAY BE TAKEN CONCURRENTLY)