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College of Business

FIN 464 – Estate Planning (2)

Introduces Estate Planning and focuses on developing an appropriate technique to estate planning given a client’s objectives and needs. Legal, tax, financial and non-financial aspects of the estate planning process are covered. Topics include trusts, wills, probate, charitable giving, wealth transfers and related taxes. This course may be subject to Enforced Prerequisites that restrict registration into the course. Check the offerings below for more information.

For more information, contact OSU Ecampus at 800-667-1465 (option 1) or ecampus.ess@oregonstate.edu.

Continue to Registration.

TermCRNSecCrP/NInstructorTypeStatusCapAvailWL CapWL Avail
W23396294002Varadharajan, L.Online Open403255
Registration Restrictions
Enforced Prereqs: FIN 342 [C-] and FIN 460 [C-]
Major Restrictions: +182 (Finance)
Class Limitations: -1, -2 (Freshman, Sophomore)
Class Notes: This course requires online proctored testing, which may include testing fees and the use of security measures, such as a scan of your testing environment. Please carefully review online proctor test information at: https://ecampus.oregonstate.edu/services/proctoring/.

Textbooks

Syllabus: Available in Canvas to students enrolled in this course. Or download a sample syllabus.
Session: 2nd 5 Week Module. Course runs February 13 to March 17, 2023.
Find textbooks for FIN 464 at the OSU Beaver Store (current term only). For questions related to course materials, contact the OSU Beaver Store.

Legend
= Signifies the course as a Baccalaureate Core Course.
= Signifies that fees may apply to the course.
+ = Include restriction.
- = Exclude restriction.
* = Prereq may be taken prior to or simultaneously with this course.