Courses

College of Law

Estate Planning

Course Number: 6670
Professor: TBA
Credit Hours & Type of Credit: 2
Semester Offered: Spring
Required: No
Prerequisites: Gift & Estate Taxation, Income Taxation, and Trusts & Estates
Recommended Courses: None

Course Overview: This course surveys basic estate planning principles and techniques.  It covers professional responsibility issues related to estate planning; the drafting of basic estate planning documents, such as wills, trusts, and powers of attorney; tools to plan for incapacity; and techniques to minimize federal wealth transfer taxes.

Course Materials: See the current Book List located under Scheduling.
Course Format: Lectures cover topics included in assigned readings.  Students are expected to be prepared to discuss the assigned readings.
Written Assignments: This course requires completion of three written assignments: (1) the drafting of a simple will, (2) the drafting of a will with contingent trust, and (3) the preparation of a memorandum that analyzes an assigned estate planning problem.
Type of Exam: No Exam
Basis for Grading Student Performance: Grades are based upon the three written assignments described above.

Other Comments:  This course may be used for experiential learning credit.