LAW 5636 - Estate Planning and Taxation Practice

Credit(s): 3
Prerequisite(s): Either Successions, Donations, and Trusts (LAW 5703 ) or Common Law Trusts, Estates & Fiduciary Obligations (LAW 5311 )

Prior completion of or co-enrollment in Income Tax I (LAW 5501 ) is strongly recommended.
This course is designed to teach students the basic skills required in an estate planning practice. The course considers various estate planning techniques for individuals with an emphasis on both tax and non-tax planning issues. Topics include federal tax issues, planning for incapacity, end-of-life planning, ethical issues faced by estate planners, and wills and trusts. Students will draft a variety of estate planning documents and engage in other simulation exercises. Students will apply the law of the state in which they plan to practice throughout the various drafting assignments. Note: Third-year students only

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