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FFP 540: Estate Planning for Families

(3-0) Cr. 3. F.S.SS.

Fundamentals of the estate planning process, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment. Tools and techniques used in implementing an effective estate plan, ethical considerations used in providing estate planning services, and new and emerging issues in the field. Case studies provide experience in developing estate plans suitable for varied family forms.