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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.
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Term | CRN | Sec | Cr | P/N | Instructor | Type | Status | Cap | Avail | WL Cap | WL Avail |
---|---|---|---|---|---|---|---|---|---|---|---|
W24 | 36390 | 400 | 2 | Staff | Online | Open | 40 | 40 | 5 | 5 | |
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/. | |||||||||||
Syllabus: Available in Canvas to students enrolled in this course. Or download a sample syllabus. | |||||||||||
Session: 2nd 5 Week Module. Course runs February 12 to March 15, 2024. |
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