Jul 29, 2021  
2020 - 2021 Graduate Catalog 
    
2020 - 2021 Graduate Catalog

BUAD 6189 - Estate & Financial Planning


Credits: 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.