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Mar 18, 2026
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2025-2026 Academic Catalog
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FP 430 - Fundamentals of Estate Planning
3 Credit Hour(s)
This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact-finding, ethical standards and development of personal estate plans.
Prerequisite(s): 3.0 or higher GPA, FP 200
Corequisite(s): FP 490
Offered: Spring
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