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Family Financial Planning Graduate Programs

Master's Degree Course Information

Estate Planning for Families*

University:
Montana State University Montana State University logo
Course Number:
HDFP 530
Credit Hours:
3 credit hours - $610 per credit
Start/End Dates:
August 21, 2024 - December 12, 2024

Overview

Course Description

This course focuses on fundamentals of the estate planning process, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment. Students explore 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. Students use case studies to gain experience in developing estate plans suitable for varied family forms.

Contacts

Instructor

M.J. Kabaci
Office: 678-654-8546
mary.kabaci@montana.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.

Directory
Disability Support Services

To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the IDEA process for requesting accommodations.

Learn More

Textbooks

Estate Planning
Michael A. Dalton & Thomas P. Langdon
Edition: 13th
ISBN: 978-1-946711-00-7
Publisher: Money Education

Course Access

 
Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access and other important information.
 
Approximately 7-10 days before the course start date, students receive a letter via regular mail containing their username and password to access Desire2Learn at MSU. 
  • Students are encouraged to contact M.J. Kabaci if they have changed their mailing address.
  • MSU-Bozeman students will not receive a letter containing their username and password. They will receive separate instructions on how to obtain their usernames and passwords.
Courses may not be available to students until the first day of class.
 

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Comments

The textbook edition might change if a later edition is published.

Meet Our Faculty

Click on the faculty name to get their contact information. To learn about this program at each institution, click on the university name.

University Contact

Click on the campus coordinator name to get their contact information. Click on the university name to learn more about how IDEA works at that campus.