CYAF 823: Estate Planning for Families

Prereqs: Admission to CYAF graduate program or permission
Distance education course delivered by Montana State University.
Fundamentals of the estate planning process, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment. Tools and techniques used in implementing an effective estate plan, ethical considerations, and new and emerging issues in the field. Case studies provide experience.
Credit Hours: 3
Course Delivery: Classroom