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    College of William & Mary
   
 
  Nov 20, 2017
 
 
    
2017 - 2018 Graduate Catalog

BUAD 6189 - Estate and Financial Planning


Spring (3) Stephens

This course provides an introduction to the principles of estate and financial planning, with an emphasis on tax planning opportunities. Topics include a study of the estate and gift tax laws, effective use of trusts and life insurance, valuation techniques, integrated family tax and financial planning, succession planning for the closely-held business, and elections available to taxpayers. Also featured are debt management, retirement planning and investment planning, with an emphasis on issues facing both younger professionals as well as high net worth individuals.