Graduate Certificate - 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.
Spring 2023 Course Information
Estate Planning for Families

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 (13th Edition)
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.

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.

Sarah Hidalgo Cook received the Student Excellence Award in 2021.Getting a master's degree is an opportunity I never thought I would take part in since I lost 65% of my vision in the fall of 2017.  I spent over 2 years in occupational therapy to ensure that I could continue working in the transit industry that I love.  The chance to attend graduate school and work towards a degree is what I needed to begin feeling “alive” again.

Starting graduate school in the middle of the pandemic, with my husband having lost his employment due to the pandemic, and with the various health issues I have regarding my vision, I found the GP IDEA experience to be what I mentally needed to motivate me not only in my career but also in my personal life.  It gave me a challenge and a purpose during the dark pandemic, and this type of motivation is what I needed to feel constructive again.

– – Sarah Hidalgo Cook, Community Development Student,
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