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Estate Planning (3 cr)
LAW 864
This course will explore estate planning from two perspectives. First, it will deal with the substantive aspects of estate and gift tax and property law (including joint interests, life insurance and retirement plan proceeds) which must be considered in developing an estate plan. Wills, trusts and other planning techniques will be considered in detail. Second, the practical aspects of dealing with estate planning clients will be considered in depth, including how to explain difficult technical matters to the client, how to present documents to clients in an understandable format, and issues of ethics and professionalism. Short drafting and writing exercises as well as a substantial paper, consisting of a package of client memoranda and documents, will be required.

Taught By:
Terry L. Turnipseed