LAW6817
LAW 6817 - Practical Estate Planning (2 Cr.)
Law School (10806)
TLAW - Law School
LAW 6817 - Practical Estate Planning (2 Cr.)
Course description
This course will focus on the day to day life of the estate planning lawyer, from the initial client interview and analysis of financial data to the implementation of appropriate planning techniques based upon a clients situation and assets. Subjects addressed will include: ethical considerations; probate and methods for avoiding it; use of trusts; gift, estate and generation-skipping transfer tax planning; planning with life insurance; planning with retirement assets; planning for charitable gifts and bequests; planning for lifetime gifting to individuals; post-mortem planning and premarital agreements.
Minimum credits
2
Maximum credits
2
Is this course repeatable?
No
Grading basis
A-F - A-F Grade Basis
Lecture
Requirements
010987
Typically offered term(s)
Every Spring