SELECTED TOPICS IN ESTATE PLANNING

LAW 939

Topics reflect interests of instructor and students.

LAW 738

Introduces basic federal estate and gift tax policy, statutes, and planning concepts relevant to estate and trust planning and administration.

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.

LAW 772

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