The course in estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes.
This noncredit class meets with a regular University of Utah credit course.
Class Sections For Estate Planning for Families (FCS 554)
Spring 2021 Section 90, Starting on: 01/19/2021
Students wishing to take this class as part of the non-credit Professional Certificate in Financial Planning should register for PEPEC 554-90. Find out more at https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate. This is an online course, which does not have a specific meeting time or location throughout the semester.Â For additional information, please visit https://online.utah.edu/about-online-learning/