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2026-2027 Undergraduate Catalog (20273)

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BUAD 3870 Legacy Planning (3 credits)

This course explores the estate planning process through both technical and behavioral lenses. Students will learn about key estate planning documents, transfer techniques, estate and gift laws, charitable giving, and business succession planning. Emphasis will be placed on understanding the emotional and psychological dimensions of legacy planning. Students will engage in roleplay and case studies to practice behavioral strategies for navigating sensitive conversations and facilitating client-centered estate plans. Prerequisite(s): None.
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