L.CFP 340 - Estate Planning

Credits: 3

The Minor in Financial Planning & Wealth Management is open to students of all majors and interests. The estate planning course cultivates a foundation of knowledge students need working as financial services professionals. Topics will include: the estate planning process and the basic documents needed for an estate plan, such as a will, durable power of attorney for healthcare and an advanced medical directive. The course continues with a discussion regarding property ownership, assets that pass through and around the probate process, gift and estate taxes, and planning techniques to reduce an individual’s tax liability. Topics covered align with the requirements of the CFP Board’s Principal Topics List.
Prerequisite: None
Co-requisite: None
General Education Classification: Not Applicable