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Apr 19, 2024
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CA 704 - Estate Planning for FamiliesCredits: 3 Fundamentals of the estate planning process will be studied, 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 in providing estate planning services and new and emerging issues in the field will be explored. Case studies will provide experience in developing estate plans suitable for varied family forms. Notes: Sections of this course are provided online through the Great Plains Interactive Distance Education Alliance.
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