Description
This course explores key areas of fiduciary administration and financial planning, with a focus on real-world application. Students will examine how retirement planning and life insurance strategies fit into comprehensive estate plans, while also gaining a solid understanding of trust compliance requirements, including Regulation 9 and procedures for account acceptance and termination. The course incorporates analysis of South Dakota trust law and case decisions to provide context for how legal principles apply in practice. Ethical considerations are emphasized throughout, preparing students to approach complex fiduciary decisions with sound judgement and professional integrity. (3 s.h.)