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:
ACCT 306, BLAW 261, and FINA 320
Corequisite:
ACCT 306, FINA 320