Categories: Estate Planning/Elder Law
Instructor(s) Goldman, Jeffrey
Selected Topics in Estate Planning: Estate & Trust Admin & Dispute Resolution. This course will examine legal and interpersonal issues that arise in the administration of probate estates, testamentary trusts, and inter vivos trusts. It will address the Wisconsin probate code and newly enacted trust code (2014), dynamics of interaction between the various parties, interpretation and implementation of governing instruments, powers and duties of fiduciaries, management of estate and trust assets, rights of beneficiaries, resolution of disputes, and distinctions between the applicable laws of different states. The course will be taught on an intermediate level and will use real life situations to illustrate problem solving in this area. Enrollment limit is 18. Grade based on final exam and class participation.