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Academics & Clinicals

Estate Planning Concentration

A. Core Course
-Trusts and Estates (733)

B. One course on the fundamental elements of estate planning, with a significant drafting component.
-Introduction to Estate Planning (957) or
-Uses of Trusts in Estate Planning (772)

C. One course on the legal and social issues related to aging.
-Law and the Elderly (773)

D. One course on the administration of trusts and estates.
-Issues in Estate Planning and Administration (771)

E. One course on the tax context of estate planning.
-Taxation of Trusts and Estates (844) or
-Taxation I (742) or
-Taxation Concepts for Business and Personal Planning (AIS 329 in Business School)

F. At least three courses from the following electives.
-Uses of Trusts in Estate Planning (772) – if not used to satisfy requirement B.
-Estate Planning (957) – if not used to satisfy requirement B.
-Taxation of Trusts and Estates (844) – if not used to satisfy requirement E.
-Financial Planning and Asset Management (771)
-Estate and Business Planning for the Closely Held Business (771)
-Planning Techniques for Taxable Estates (771)
-Client Interviewing & Counseling (880)

G. Other recommended courses.

Substantive courses: Electives not chosen to satisfy the requirements above.
-Family Law I (822)
-Business Organizations I (817)
-Law and People with Disabilities (940)

Skills courses: Advanced Legal Writing
-Problem Solving and Writing (808)
-Lawyering Skills (950)

OR Live client clinics
Student earning a 3.5 cumulative average in courses fulfilling Estate Planning Concentration requirements will receive Honors in the Concentration.