May 02, 2026  
2023/2024 University Catalog 
    
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2023/2024 University Catalog [ARCHIVED CATALOG]

FIN 585 - Estate Planning Issues and Practice

Units: 3

Grading Method: LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC

Prerequisite(s): Undergraduate: Completion of lower division requirements for the major. Graduate: Completion of prerequisite core. Proof of completion of prerequisite(s) required: Copy of transcript.

Tax and non-tax issues in establishment of a personal estate plan. Financial and non-financial goals and objectives.

Maximum Credits: 3
Note: Not open to students with credit in Finance 445 or 705.