LAW 7195

Estate Planning

Course Description

Course information provided by the Courses of Study 2016-2017.

This course examines estate planning from simple testamentary planning to more sophisticated testamentary and lifetime planning. The course reviews the federal estate, gift and generation-skipping transfer tax, state transfer taxes and those aspects of income taxation pertinent to estate planning. The course will examine sophisticated estate planning in some detail, including qualifying dispositions for the marital and charitable deductions, postmortem planning, the use of valuation discounts, and techniques involving life insurance, closely held business interests, qualified plan benefits and individual retirement accounts, personal residences and qualification for governmental entitlements. The course will review issues in drafting Wills and trusts. The course will review planning for disability through powers of attorney and health care proxies. The course will review ethical considerations in the practice of estate planning and acting as a family counselor.

When Offered Spring.

Satisfies Requirement The course can be used to satisfy the writing requirement or the skills requirement, but not both.

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