Master's Degree - Family Financial Planning

Spring 2022 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 (12th Edition)
Michael A. Dalton &
Edition: 12th Edition
ISBN: 978-1-946711-33-5
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.

Molly Roush Student Excellence Award Recipient 2020.pngThe flexibility and affordable tuition rates were what first enticed me to apply to the Great Plains IDEA Community Development program, but finding real solutions to the issues I’m passionate about is what has made this program so rewarding!  In my opinion, the best aspect of this program is the diversity among students and faculty.  My peers, who live all over the country and in various places around the globe, have challenged me to develop a broader and more diverse understanding of ‘community’ and how common problems affect each unique community.  I’m not just learning how to address similar issues in similar locations but am learning to be creative and adapt development methods to create solutions based on each community’s unique culture and needs.

– – Molly Roush, Community Development Student
See more testimonials »