
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. Meets with FCS 5540 and FCS 554.
This noncredit class meets with a regular University of Utah credit course. Students can purchase any assigned hardcopy textbooks through our .
Questions? Call Academic Programs at 801-585-9963 or use our online form.
This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Find out more at /proed/academy/certificate/financial-planning-certificate This is an online course, which does not have a specific meeting time or location throughout the semester. Textbooks are not included in the cost of tuition. Search for required texts at https://www.store.utah.edu/adoption-search
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 01/11/27 - 04/27/27 | Online |
Instructor: SU HYUN SHIN
Registration begins on Nov 05, 2026Questions? Call Academic Programs at 801-585-9963 or use our online form.