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Jan 15, 2025
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LAW 836 - Advanced Wills and Trusts3 Credit Hours
A detailed study of the non-tax aspects of estate planning and gratuitous transmission of wealth from a counseling and drafting perspective. Topics to be covered include: drafting multi-generational trusts including discretionary distributions and future interests; powers of appointment; powers of attorney; charitable gifts; and fiduciary duties. Students will complete two substantial planning and drafting projects requiring them to design an estate plan for a hypothetical client, draft all of the necessary implementing documents, and explain the plan and the documents in writing to the client.
Grading Restriction: Numeric grading (JD students); A-F grading (other graduate students).
(DE) Prerequisite(s): 935.
Comment(s): Limited Enrollment.
Registration Restriction(s): JD students; other graduate students with instructor permission.
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