NCPR 505 - Estate Planning

Effective Start Date: 08/01/2018
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
Grading Basis: No Grade Associated