May 31, 2026  
2026-2027 Undergraduate Catalog 
    
2026-2027 Undergraduate Catalog

FIN 4331 - Gift and Estate Planning

Cross-listed with  . 3 3 0
Study of efficient accumulation, conservation and distribution of acquired property. Topics covered include estate planning techniques, identification and use of appropriate forms of wills and trusts, techniques for reducing tax obligations, legal issues associated with transferring wealth, and post-mortem planning techniques.