Apr 19, 2024  
Graduate Record 2020-2021 
    
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Graduate Record 2020-2021 [ARCHIVED RECORD]

NCPR 505 - Estate Planning

Focuses on the efficient conservation and transfer of wealth consistent with the clients goals. Studies the legal, tax, financial, and non-financial aspects of this process, and covers topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes. Prerequisite: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.



Credits: 0