Master's Degree - Family Financial Planning

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 for Financial Planners
Dalton and Langdon
Edition: 10th
ISBN: 978-1-946711-77-9
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.

Reuel Drilon is a student in the gerontology and aging studies program.As a non-traditional college student in my early 50s, living and working in the Pacific Island of Guam, choosing the right program for graduate studies was very important to me. The process of selecting the right program was intentional – it had to offer a diverse student population, professors with real-life experiences, a safe space to share cultural perspectives, and a curriculum that offered classes that were aligned with students’ educational and professional goals. The Great Plains IDEA program met and exceeded all my expectations. Concepts from every course have been applied in my profession to the extent that it has aided in the expansion of our services and the population we serve. As I reflect on these successes, I attribute much of it to the genuine care of the GP IDEA professors who were as passionate about the success of each student as they were in the subjects they taught. GP IDEA was definitely the right program for me!

– – Reuel C. Drilon, Gerontology and Aging Studies Graduate Student,
See more testimonials »