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STRATEGIC PLANNING FOR ESTATES AND BUSINESS TRANSITIONS

FINANCE 601
과목 설명

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.

선수과목

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

충족 요건

This course does not satisfy any prerequisites.

학점

미보고

개설 시기

미보고

평점
3.92

과거 데이터 대비 변화 없음

수료율
100%

과거 데이터 대비 변화 없음

A 비율
87.18%

과거 데이터 대비 변화 없음

학급 규모
39

과거 데이터 대비 변화 없음

Cumulative Grade Distribution

강사 (2026 Summr)

다음 사이트의 평점순으로 정렬 Rate My Professors

유사 과목

ESTATE AND GIFT TAXATION

LAW 738

Introduces basic federal estate and gift tax policy, statutes, and planning concepts relevant to estate and trust planning and administration.

INTRODUCTION TO ESTATE PLANNING

LAW 957

Issues related to estate planning; including function of the lawyer, ethical issues, estates not subject to tax, basic elements of tax-oriented planning, living trusts, health care issues, gift strategies.

TRUSTS AND ESTATES

LAW 734

Examination of legal and real-world aspects of transmission of property, usually at death. Covers such topics as intestate succession (dying without a will), wills, trusts and will substitutes, limitations on the disposition of assets and the impact of the Marital Property Act, powers of attorney and end-of-life decision making, and basic issues in the taxation of gifts and transfers at death. In addition to legal fundamentals, strong focus on legal practice-i.e., on how the law plays out on the ground.

ESTATE PLANNING FOR FINANCIAL PLANNERS

CNSRSCI 635

Analysis from a financial planner's perspective of the process of planning the accumulation, conservation, and distribution of an estate, in the manner that most effectively and efficiently accomplishes an individual's personal tax and non-tax objectives.

ASSET MANAGEMENT & FINANCIAL PLANNING FOR LAWYERS

LAW 729

Become a savvy consumer of financial services and a financially street-smart trust and estate attorney. Master the fundamentals of investing; diving into stocks, bonds, mutual funds, exchange traded funds, hedge funds, private equity, commodities, and venture capital. Gain exposure to key finance, risk, and tax concepts related to investment portfolio structure. Develop a familiarity with the pros and cons of financial products and investments ranging from life insurance to annuities to real estate investment trusts. Explore the financial planning process to answer two questions: How much money do you need? When do you need it? Most importantly, hone your reasoning abilities to navigate your and your clients financially challenging life transitions.