Nov 27, 2024  
2018-2019 Graduate Catalog 
    
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2018-2019 Graduate Catalog [ARCHIVED CATALOG]

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PFP 864 - Advanced Estate Planning Issues

Credits: 3

Advanced study of the principles and concepts of estate planning. Topics of discussion will include the advantages, disadvantages, consequences, and risks of lifetime transfers versus transfers at death; minimization of gift and estate taxes through legal means; intergenerational wealth transfers and the impact on families; intrafamily and business succession techniques; planning for nontraditional or special needs clients; and recent case law updates on family limited partnerships and various trusts used in estate planning.

Requisites:
Prerequisite: PFP 464, PFP 764, or equivalent.

Typically Offered
Spring


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