NCPR 505
Estate Planning
Course Description
Pre-Requisite(s):
Recommended but not required: Financial Accounting, Macroeconomics, and Statistics
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.
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