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
Prerequisite: FINA3000 3 Credits
Course Materials
About the Instructor(s)
David A. Lovejoy, J.D.
lovejoy@rmu.edu
Massey Hall 2nd
Profile
Part-Time Faculty
Accounting and Taxation
lovejoy@rmu.edu
Massey Hall 2nd
Profile