Asset Management & Financial Planning for Lawyers
Asset Management & Financial Planning for Lawyers teaches trust and estate attorneys investment fundamentals, portfolio structure, and financial planning for client life transitions.
Summary
What you’ll be able to do
Instill a working knowledge of financial concepts sufficient to astutely weight the benefits and detriments of different financial advisors, financial services, investment portfolios, and financial products
Enhance the ability to reason through challenging life transitions by applying, when appropriate, financial concepts in emotionally charged situations
Grow confidence in sound financial decision making as it relates to the administration of personal and trust assets to achieve goals
Source: UW Guide
Grade history
↗No recorded grade history.
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Prerequisites
Course mapDeclared in Law JD
- Declared in Law JD
This is a best-effort interpretation; check the catalog requirements above.
Prerequisite text tree
- Declared in Law JD
Professors
Spring 2027No instructors recorded for this selection.
Historical instructors & teaching patterns
Recorded history may be incomplete and does not establish a future schedule.
Calendar & sections
Spring 2027Schedule loads here as you scroll.
| Section | Mode | Enrolled / capacity | Waitlist |
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Times are Central. Select a meeting for details; export includes recorded dates for the selected sections.
Meeting source records
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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
No workload feedback recorded.
Topics
- Investment vehicles including stocks, bonds, mutual funds, ETFs, hedge funds, private equity, commodities, and venture capital.
- Finance, risk, and tax concepts related to investment portfolio structure.
- Financial products and investments such as life insurance, annuities, and real estate investment trusts.
- The financial planning process focused on determining how much money is needed and when.
Skills
- Mastering investment fundamentals including stocks, bonds, mutual funds, ETFs, hedge funds, private equity, commodities, and venture capital.
- Understanding key finance, risk, and tax concepts related to investment portfolio structure.
- Evaluating the benefits and detriments of financial advisors, services, portfolios, and products.
- Applying financial concepts to navigate challenging life transitions and emotionally charged situations.
Grades
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Catalog & offerings
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Raw records
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Grade history
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Explore recorded gradesRecorded 2026-10-14
Model outputs & technical records
LLM outputs across runs
Full model traces
Recorded model configuration, reasoning, and tool conversations.
Model & dataset provenance
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