# LAW 729: Asset Management & Financial Planning for Lawyers | UW–Madison [View on UW Courses](https://uwcourses.com/courses/LAW_729) ## Dataset ### revision e243353dcb7d79b7247ced91d69443ef4c2a6349 ### repository twangodev/uwcourses ### schema version 6 ### importer version 7 ### projection id 52a78527ff09011d88cb04c7d43867d9fbfec2930bf1dd2ec359ebd2844e0b07 ### observed at 2026-09-07T15:55:43.033547+00:00 ### built at 2026-09-10T19:50:42.743001+00:00 ### courses 8951 ### current instructors 5754 ### limited false ### terms * 1272 * 1264 * 1262 * 1254 * 1252 * 1244 * 1242 * 1234 * 1232 * 1224 * 1222 * 1212 * 1204 * 1202 * 1194 * 1192 * 1184 * 1182 * 1174 * 1172 * 1164 * 1162 * 1154 * 1152 * 1144 * 1142 * 1134 * 1132 * 1124 * 1122 * 1114 * 1112 * 1104 * 1102 * 1094 * 1092 * 1084 * 1082 * 1074 * 1072 ### term 1272 ### departments | subject | count | | --------- | ----- | | AAE | 90 | | ABT | 20 | | ACCTIS | 36 | | ACTSCI | 14 | | AFAERO | 10 | | AFRICAN | 87 | | AFROAMER | 71 | | AGROECOL | 21 | | AMERIND | 53 | | ANAT\&PHY | 7 | | ANATOMY | 2 | | ANESTHES | 8 | | ANSCI | 57 | | ANTHRO | 95 | | ART | 125 | | ARTED | 10 | | ARTHIST | 121 | | ASIALANG | 129 | | ASIAN | 109 | | ASIANAM | 28 | | ASTRON | 38 | | ATMOCN | 69 | | BIOCHEM | 51 | | BIOCORE | 10 | | BIOLOGY | 14 | | BIOMDSCI | 18 | | BME | 66 | | BMI | 41 | | BMOLCHEM | 10 | | BOTANY | 69 | | BSE | 44 | | C\&ESOC | 73 | | CBE | 48 | | CHEM | 101 | | CHICLA | 52 | | CIVENGR | 133 | | CLASSICS | 47 | | CNP | 10 | | CNSRSCI | 50 | | COMARTS | 137 | | COMPBIO | 15 | | COMPLIT | 11 | | COMPSCI | 138 | | COUNPSY | 78 | | CRB | 19 | | CS\&D | 71 | | CSCS | 40 | | CURRIC | 193 | | DANCE | 93 | | DERM | 8 | | DS | 88 | | DYSCI | 35 | | ECE | 155 | | ECON | 145 | | EDPOL | 114 | | EDPSYCH | 97 | | ELPA | 70 | | EMA | 53 | | EMERMED | 17 | | ENGL | 206 | | ENTOM | 40 | | ENVIRST | 148 | | EP | 15 | | EPD | 67 | | ESL | 16 | | F\&WECOL | 60 | | FAMMED | 22 | | FINANCE | 50 | | FOLKLORE | 40 | | FOODSCI | 43 | | FRENCH | 63 | | GEN\&WS | 145 | | GENBUS | 72 | | GENECSLR | 17 | | GENETICS | 60 | | GEOG | 113 | | GEOSCI | 83 | | GERMAN | 82 | | GLE | 48 | | GNS | 38 | | GREEK | 27 | | HDFS | 41 | | HEBR-BIB | 13 | | HEBR-MOD | 10 | | HISTORY | 233 | | HISTSCI | 56 | | HONCOL | 13 | | ILS | 43 | | INFOSYS | 9 | | INTEGART | 7 | | INTEGSCI | 22 | | INTER-AG | 18 | | INTER-HE | 11 | | INTER-LS | 22 | | INTEREGR | 16 | | INTLBUS | 21 | | INTLST | 50 | | ISYE | 83 | | ITALIAN | 53 | | JEWISH | 56 | | JOURN | 88 | | KINES | 128 | | LACIS | 26 | | LANDARC | 61 | | LATIN | 24 | | LAW | 120 | | LEGALST | 48 | | LINGUIS | 35 | | LIS | 89 | | LITTRANS | 78 | | LSC | 52 | | M\&ENVTOX | 7 | | MARKETNG | 62 | | MATH | 153 | | MDGENET | 8 | | ME | 130 | | MEDHIST | 43 | | MEDICINE | 60 | | MEDIEVAL | 32 | | MEDPHYS | 39 | | MEDSC-M | 29 | | MEDSC-V | 41 | | MHR | 68 | | MICROBIO | 45 | | MILSCI | 16 | | MM\&I | 22 | | MOLBIOL | 6 | | MS\&E | 59 | | MUSIC | 165 | | MUSPERF | 126 | | NAVSCI | 20 | | NE | 44 | | NEURODPT | 11 | | NEUROL | 7 | | NEURSURG | 4 | | NTP | 11 | | NURSING | 111 | | NUTRSCI | 65 | | OBS\&GYN | 18 | | OCCTHER | 39 | | ONCOLOGY | 14 | | OPHTHALM | 5 | | OTM | 43 | | PATH | 34 | | PATH-BIO | 29 | | PEDIAT | 26 | | PHARMACY | 31 | | PHILOS | 77 | | PHMCOL-M | 11 | | PHMPRAC | 45 | | PHMSCI | 60 | | PHYASST | 37 | | PHYSICS | 88 | | PHYSIOL | 3 | | PHYTHER | 37 | | PLANTSCI | 52 | | PLPATH | 35 | | POLISCI | 192 | | POPHLTH | 58 | | PORTUG | 33 | | PSYCH | 101 | | PSYCHIAT | 22 | | PUBAFFR | 54 | | PUBLHLTH | 23 | | RADIOL | 11 | | REALEST | 41 | | RELIGST | 90 | | RHABMED | 9 | | RMI | 24 | | RP\&SE | 102 | | S\&APHM | 17 | | SCANDST | 73 | | SLAVIC | 89 | | SOC | 149 | | SOCWORK | 87 | | SOILSCI | 46 | | SPANISH | 83 | | SRMED | 21 | | STAT | 94 | | STDYABRD | 52 | | STS | 8 | | SURGERY | 25 | | SURGSCI | 33 | | THEATRE | 91 | | URBRPL | 60 | | UROLOGY | 5 | | ZOOLOGY | 89 | ## course ### run id 20260907T155543-ce3781c4 ### semester 1272 ### observed at 2026-09-07 15:55:43.033547+00:00 ### record version id 3c630101b9c54f37f81a04886d527d7e339070fb48d5db55ffa7b16bb23795fe ### course id LAW 729 ### course uid course\_1b15f68adc2fa7609500c0fa ### catalog version id 2cc71da0d7c923b0a234c5b25f6bd11dfa5fb51312bbb4d16fe15c1778959337 ### course number 729 ### subjects * LAW ### title ASSET MANAGEMENT & FINANCIAL PLANNING FOR LAWYERS ### description 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. ### requirements text Declared in Law JD ### credit offering ids None recorded. ### llm job id enrich-8b774950c2b6adfdc46d1b82 ### llm output id e4d03916e601e7712db434a434ad375c42d914f070767c28cdc617d6476369a7 ### llm model nvidia/Qwen3.6-35B-A3B-NVFP4 ### llm model revision 1355db6a052410cfd62085d94b58866fd0f2c3c5 ### llm task version 14 ### llm search status valid ### llm summary LAW 729 teaches trust and estate attorneys to master investment fundamentals, evaluate financial products, and apply financial planning reasoning to client life transitions. ### llm 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) ### llm skills * Mastering investment fundamentals * Evaluating financial products and investments * Exploring the financial planning process * Reasoning through financial life transitions ### llm assumed background None recorded. ### llm search phrases * trust and estate attorney * financial planning process * investment portfolio structure * risk and tax concepts * financial products investments ### llm requirements status valid ### llm student summary status valid ### llm experience status insufficient\_evidence ### catalog variants None recorded. ### student summary #### context hash 44bc48af7583e01dbbdad7c7aee55dd312a3314ce0cff23ab52eb1670adc13f4 #### course id LAW 729 #### current instructors None recorded. #### difficulty workload None recorded. #### errors None recorded. #### historical context None recorded. #### message No course-specific reviews available #### offered false #### profile hash 5cb4dabf887cdbcd8c00d5a1312e10828b95c63f30bc3ea76aea199565390d02 #### quick take None recorded. #### student experience None recorded. #### task hash 74fb0997943e888960bbc9e47db8c4fd12e4292d55c20509d8d89db6a9910f68 #### teaching history None recorded. #### term id 1272 #### term name 2026 Fall #### version 2 ### requirements #### nodes ```json [ { "children": [], "condition": "Declared in Law JD", "course": null, "evidence": "Declared in Law JD", "id": "n0", "kind": "condition" } ] ``` #### notes None recorded. #### root n0 #### status parsed ### instructors None recorded. ### offerings None recorded. ### sections None recorded. ### grade instructors None recorded. ### grades None recorded. ### statistics #### graded 0 #### counts * 0 * 0 * 0 * 0 * 0 * 0 * 0 ### grade conflicts None recorded. ### evidence #### history * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/history/course\_1b15f68adc2fa7609500c0fa-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/history/course_1b15f68adc2fa7609500c0fa-0.json) #### traces * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/traces/course\_1b15f68adc2fa7609500c0fa-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/traces/course_1b15f68adc2fa7609500c0fa-0.json) #### results * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/results/course\_1b15f68adc2fa7609500c0fa-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/results/course_1b15f68adc2fa7609500c0fa-0.json) ### revision e243353dcb7d79b7247ced91d69443ef4c2a6349 ## instructor Trends None recorded. ## following None recorded.