STRATEGIC PLANNING FOR ESTATES AND BUSINESS TRANSITIONS
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.
Prerequisites & course information
Requisites: ( FINANCE 305 , 325 , and ECON/FINANCE 320 ) or FINANCE 700 , or declared in the undergraduate Business Exchange program Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Apply Estate Planning terminology, planning process, strategies and illustrate tax and non-tax outcomes. Audience: Both Grad & Undergrad 2. Procure and analyze select qualitative and quantitative data to prioritize goals, articulate current plan weaknesses and formulate alternative options. Audience: Both Grad & Undergrad 3. Demonstrate how various Trust arrangements might maximize the benefits or improve the efficiency of an estate plan. Audience: Both Grad & Undergrad 4. Collaborate with other professionals, on the development of an Estate Plan by experiencing the Multi-Disciplinary Team Approach to Estate Planning. Audience: Both Grad & Undergrad 5. Apply the CFP Board Financial Planning Practice Standards and Code of Ethics to the practice of Estate Planning. Audience: Both Grad & Undergrad 6. Describe the various methods, benefits and tax treatment of disposing a closely-held business during life and at death. Audience: Graduate Learning Outcomes: 1. Apply Estate Planning terminology, planning process, strategies and illustrate tax and non-tax outcomes. Audience: Both Grad & Undergrad 2. Procure and analyze select qualitative and quantitative data to prioritize goals, articulate current plan weaknesses and formulate alternative options. Audience: Both Grad & Undergrad 3. Demonstrate how various Trust arrangements might maximize the benefits or improve the efficiency of an estate plan. Audience: Both Grad & Undergrad 4. Collaborate with other professionals, on the development of an Estate Plan by experiencing the Multi-Disciplinary Team Approach to Estate Planning. Audience: Both Grad & Undergrad 5. Apply the CFP Board Financial Planning Practice Standards and Code of Ethics to the practice of Estate Planning. Audience: Both Grad & Undergrad 6. Describe the various methods, benefits and tax treatment of disposing a closely-held business during life and at death. Audience: Graduate
Sources
- Course catalogue ↗2026-2027