Results - FIN 4330 - UTD TRENDS

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Estate Planning

FIN 4330

Naveen Jindal School of Management

Analysis of the estate and gift tax system, including planning strategies. It addresses the transfer, administration, and taxation of property within the estate planning context. Topics include transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. 3 credit hours.

Prerequisite: FIN 3330.

Offering Frequency: Based on student interest and instructor availability

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