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Nov 22, 2024
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LAW 937 - Estate Planning Seminar2 Credit Hours
After a brief consideration of the ethical conflicts that can occur in the estate planning process, the course will focus on drafting two legal documents commonly used in planning for clients with taxable estates, the life insurance trust and the will (the latter employing the Federal Estate and Gift Tax Unified Credit and marital deduction). Class time will be spent on understanding the provisions of these instruments, including the possible interaction of certain clauses. Students are then required to assemble the articles and clauses studied in class into a finished work product and to draft letters to the client and fiduciaries explaining the legal documents. Will seek to simulate the production of legal documents as is typically expected of a beginning lawyer in an established trusts and estates practice, with emphasis on a polished work product, including appropriate communications with clients. Satisfies planning and drafting requirement.
(RE) Prerequisite(s): 935 and 973.
Recommended Background: 818.
Comment(s): Limited enrollment.
Registration Restriction(s): Law students only.
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