Master's Degree - Family Financial Planning

Information is subject to change.

Please revisit this page again before the semester starts to make sure you have all the current information.

Drops and Refunds:

Students adhere to the drop and refund policies and deadlines of their home university.

Course Information

Estate Planning for Families

University:

Montana State University

Course Number:

HDFP 530

Credit Hours:

3 credit hours - $565 per credit

Start/End Dates:

August 28, 2017 - December 15, 2017

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.
View the 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 Great Plains IDEA process for requesting accommodations.

Textbooks

Estate Planning for Financial Planners
Michael Dalton and Thomas Langdon
Edition: Estate Planning, 10th
ISBN: 978-1-946711-77-9
Publisher: Money Education, 115 James Drive West, Suite 140, St. Rose, LA 70087

Course Access

Desire2Learn at MSU

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.

Faculty

University Members

Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.

More about our members »

The Great Plains IDEA program has granted me opportunities through online learning that would never be possible in a traditional setting. As a military family, we are required to move frequently and sometimes unexpectedly. There were times when I lived in three different states in a matter of one year. The Great Plains IDEA program allows me to receive an outstanding education regardless of my home state. I have access to classes and universities throughout the United States to provide a comprehensive array of knowledge in my field. The Great Plains IDEA program has proven to be an excellent fit for myself and for my family.
– – Autumn Laurito, Dietetics Master's Student,
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