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Course Information

Estate Planning and Trusts (FIN 0430 (UG23))

Term: Spring Term 2024 (UNDG)

Faculty

Dr. Robert Kamkwalala
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Schedule

Fri, 12:00 AM - 12:00 AM (1/8/2024 - 3/1/2024) Location: MAIN (Independent Study - Independent Study)

Description

Prerequisite for this course is Business Finacne (BSAD0321). This course introduces students to the responbility of a financial planner in the formulation and implementation of an estate plan. Topics of discussion include life transfers, trusts, gifts, estate reduction methods, tax implications in estate planning, business and inter-family transfers regarding incomptency and the role of fiduciaries.