Prerequisite: Trusts and Estates, which may be taken concurrently with this course as well.

Exam Type: No Exam. Grading will be based upon practice exercises and class participation.

This course will examine basic and sophisticated estate planning techniques. It will take a practical perspective, studying how the estate planner navigates the federal transfer tax and property law rules with sensitivity to a client’s personal circumstances and concerns in order to achieve the client’s objectives.

Successful completion of appropriate written work in this offering satisfies the professional writing requirement for matriculants to the J.D. program from 2023 onward.