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HDFS 4840: Estate Planning for Families

Credits: 3. Contact Hours: Lecture 3.

Prereq: HDFS 2830
Study of estate planning focusing on efficient conservation and transfer of wealth, consistent with client's goals. Legal, tax, financial and non-financial aspects of estate planning process; trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. (Typically Offered: Spring)