Written by MSU News Service
This fall, Montana State University will offer an online graduate course on estate planning for families.
The three-credit course covers fundamentals of the estate planning process, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment. Additional topics include 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. Case studies will provide experience in developing estate plans suitable for varied family forms.
The course is designed primarily for financial planners and those in related professions, as well as students enrolled in MSU’s online Family Financial Planning graduate program. Professionals who take the course may be able to later apply the credits toward a graduate degree.
The course runs from Aug. 26 through Dec. 13. The instructor is Deborah Haynes of MSU’s Department of Health and Human Development.