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FPL 301 Estate Planning (3 credits)

This course examines the estate planning process and documents of transfer that are typically used. Once this process is understood, the next area of concern is the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are also discussed, as well as post-mortem tax planning.

Prerequisite: FPL 200