Fall 2026

Asset Management & Financial Planning for Lawyers

LAW 729 teaches trust and estate attorneys to master investment fundamentals, evaluate financial products, and apply financial planning reasoning to client life transitions.

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Summary

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Prerequisites

Course map

Declared in Law JD

  • Declared in Law JD
LAW 729

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  • Declared in Law JD

Professors

Fall 2026

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Calendar & sections

Fall 2026

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Student experience

the class

Become a savvy consumer of financial services and a financially street-smart trust and estate attorney. Master the fundamentals of investing; diving into stocks, bonds, mutual funds, exchange traded funds, hedge funds, private equity, commodities, and venture capital. Gain exposure to key finance, risk, and tax concepts related to investment portfolio structure. Develop a familiarity with the pros and cons of financial products and investments ranging from life insurance to annuities to real estate investment trusts. Explore the financial planning process to answer two questions: How much money do you need? When do you need it? Most importantly, hone your reasoning abilities to navigate your and your clients financially challenging life transitions.

difficulty & workload

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Topics

  • Investment vehicles (stocks, bonds, mutual funds, ETFs, hedge funds, private equity, commodities, venture capital)
  • Finance, risk, and tax concepts in portfolio structure
  • Financial products (life insurance, annuities, REITs)

Skills

  • Mastering investment fundamentals
  • Evaluating financial products and investments
  • Exploring the financial planning process
  • Reasoning through financial life transitions

Grades

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Sources & history

UW–Madison

Catalog & offerings

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Dataset & model

Recorded 2026-09-07

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Model outputs & technical records
nvidia/Qwen3.6-35B-A3B-NVFP4
LLM outputs across runs
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Full model traces

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Model & dataset provenance
{
  "model": "nvidia/Qwen3.6-35B-A3B-NVFP4",
  "model_revision": "1355db6a052410cfd62085d94b58866fd0f2c3c5",
  "task_version": "14",
  "output_id": "e4d03916e601e7712db434a434ad375c42d914f070767c28cdc617d6476369a7",
  "requirements_status": "valid",
  "dataset_revision": "e243353dcb7d79b7247ced91d69443ef4c2a6349",
  "observed_at": "2026-09-07 15:55:43.033547+00:00"
}