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.)