Sep 18, 2024  
Graduate School Course Catalog 2024-2025 
    
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Graduate School Course Catalog 2024-2025

PFIN 5120 - Retirement Planning and Estate Planning (3)

An introduction to fundamentals of the estate planning process, this course includes holding title to property, property transfer, tax consequences, probate, will and will substitutes, lifetime gifts, generation skipping transfer tax, powers of appointment of trustee and executor and various/tools techniques used in implementing an effective state plan. This course provides a fundamental working knowledge of the principles of developing a durable retirement income for those facing or already in retirement. It teaches you easy-to-understand strategies on how to save money on taxes, conserve retirement assets; build generational wealth; and create an income stream for retirement that you want. Open for advanced undergraduate students with permission of instructor.


Click here for the Fall 2024 Class Schedule