957 Intro. to Estate Planning - §001, Fall 2017

Categories: Estate Planning/Elder Law

Instructor(s) Verhoff, Laura, Kelley, Eileen

This course generally reviews principals covered in Property, Trusts and Estates and some Taxation, and asks students to apply those principals to specific estate planning situations. Students will spend the semester drafting documents that make up an estate plan for their “clients,” and in turn will gain the practical tools required to prepare an estate plan that meets clients’ needs with regard to disposition of assets, potential tax savings and efficiency in estate administration.

Student Learning Outcomes. It is our goal and expectation that at the completion of the course students will demonstrate:

• The ability to draft basic estate planning documents including revocable trusts, wills, powers of attorney and marital agreements.

• The ability to communicate with future clients regarding their estate planning needs.

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