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STRATEGIC PLANNING FOR ESTATES AND BUSINESS TRANSITIONS

FINANCE 601
Course Description

Introduces and broadens understanding of the intricacies surrounding wealth preservation, intergenerational wealth transfer, and trust financial services. Delves into the legal, tax, and financial aspects of estate planning, business succession strategies, and efficient wealth transfer techniques. Explore cutting-edge approaches for mitigating tax liabilities, navigating complex family dynamics, and structuring customized solutions for diverse client needs while highlighting career opportunities within the trust financial services industry and preparing for a range of professional paths. Gain the expertise needed to effectively advise clients and guide them through the process of safeguarding and transferring their wealth, ensuring a lasting financial legacy.

Prerequisties

(FINANCE 305 , FINANCE 325 , FINANCE 330 , and ECON/FINANCE 320 ) or FINANCE 700 , or declared in the Business Exchange program

Satisfies

This course does not satisfy any prerequisites.

Credits

3

Offered

Not Applicable

Grade Point Average
3.92

No change from Historical

Completion Rate
100%

No change from Historical

A Rate
87.18%

No change from Historical

Class Size
39

No change from Historical

Instructors (2025 Fall)

Sorted by ratings from Rate My Professors

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