FINA3700-A Estate Planning (Spring 2023)

Course Details

Session, Dates: 1 (01/09/2023 - 04/28/2023)
Days: R
Time: 06:00 - 08:50 pm
Location: Moon Campus
Room:
Seats Available: 17 Seats
Credits: 3

Course Description

This course is designed to teach students basics of estate planning. The main topics of this course are transfer property strategies, estate planning documents, types and taxation of trusts, marital deductions, business transfer techniques, gift taxation, and postmortem estate planning.

Prerequisite: FINA3000 3 Credits

Course Materials

About the Instructor(s)

David A. Lovejoy, J.D.
Part-Time Faculty
Accounting and Taxation

lovejoy@rmu.edu
Massey Hall 2nd
Profile