Skip to the content
Academics & Clinicals

Estate Planning Concentration

Requirements:

I. Core Course

– Trusts and Estates

II. One course on the fundamental elements of estate planning, with a significant drafting component.

– Estate Planning or Uses of Trusts in Estate Planning

III. One course on the legal and social issues related to aging.

– Law and the Elderly

IV. One course on the administration of trusts and estates.

– Issues in Estate Planning and Administration

V. One course on the tax context of estate planning.

– Federal Gift and Estate Taxation or Federal Income Taxation of Individuals
or Taxation Concepts for Business and Personal Planning

VI. At least three courses from the following electives.

– Uses of Trusts in Estate Planning – if not used to satisfy requirement II.
– Estate Planning – if not used to satisfy requirement II.
– Federal Gift and Estate Taxation – if not used to satisfy requirement V.
– Financial Planning and Asset Management
– Estate and Business Planning for the Closely Held Business
– Planning Techniques for Taxable Estates
– Client Interviewing & Counseling

VII. Other recommended courses.

Substantive courses:
– Elective courses in the list above, beyond those used to satisfy the
requirements
– Family Law I
– Business Organizations I
– Law and People with Disabilities

Skills courses:
– Advanced Legal Writing: Problem Solving
– Patient Advocacy Course (requires participation in associated clinic)
– Lawyering Skills
– Live client clinics