BUS 224 - Trust Operations

3 credit hours

The purpose of this course is to provide the student with an overview of the trust industry, the products and services it provides, and how trust professionals can help potential and existing clients. Topics include estate planning and estate taxation, types of assets and how they are owned, agencies, investment vehicles, wills and the probate process, guardianships and advance directives, personal trusts, documents, trust administration, gifting, irrevocable trusts, land trust, and various agency services.