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
