Jun 30, 2024
OHIO University Undergraduate Catalog 2023-2024
OHIO University Undergraduate Catalog 2023-2024
[Archived Catalog]
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FIN 4120 - Estate Planning
Focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. Legal, financial and nonfinancial aspects of the process, including topics such as wills, trusts, probate, wealth transfers, and related taxes.
Requisites: FIN 4100
Credit Hours: 3
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes:
- Students will demonstrate that they can recommend techniques to mitigate post-death problems for survivors of the decedent.
- Students will describe estate planning techniques for traditional and non-traditional families.
- Students will determine client estate planning needs and objectives, taking into account financial and non-financial (behavioral/social/emotional) aspects of estate planning.
- Students will evaluate a client’s situation and recommend the most appropriate plan to meet client objectives.
- Students will recognize the effects of lack of estate planning, including state laws of intestacy.
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