ASSET MANAGEMENT & FINANCIAL PLANNING FOR LAWYERS

LAW 771

Intermediate and advanced topics in estate planning; topics reflect interests of available faculty and students.

LAW 957

Issues related to estate planning; including function of the lawyer, ethical issues, estates not subject to tax, basic elements of tax-oriented planning, living trusts, health care issues, gift strategies.

LAW 734

Examination of legal and real-world aspects of transmission of property, usually at death. Covers such topics as intestate succession (dying without a will), wills, trusts and will substitutes, limitations on the disposition of assets and the impact of the Marital Property Act, powers of attorney and end-of-life decision making, and basic issues in the taxation of gifts and transfers at death. In addition to legal fundamentals, strong focus on legal practice-i.e., on how the law plays out on the ground.

FINANCE 601

Introduces and broadens understanding of the intricacies surrounding wealth preservation, intergenerational wealth transfer, and trust financial services. Delves into the legal, tax, and financial aspects of estate planning, business succession strategies, and efficient wealth transfer techniques. Explore cutting-edge approaches for mitigating tax liabilities, navigating complex family dynamics, and structuring customized solutions for diverse client needs while highlighting career opportunities within the trust financial services industry and preparing for a range of professional paths. Gain the expertise needed to effectively advise clients and guide them through the process of safeguarding and transferring their wealth, ensuring a lasting financial legacy.

LAW 772

Survey of common uses of trusts in estate planning, with a focus on drafting of appropriate provisions to accomplish estate planning objectives.