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.