I. Required courses:

• Trusts and Estates I (Law 734 or Law 771) [2 credits]
• Introduction to Estate Planning (Law 957) [2 credits]
• Introduction to Estate and Gift Taxation (Law 771) [1 credit]
• Use of Trusts in Estate Planning (Law 772) [2 credits]
  
  One of the following (for students entering the Law School prior to Fall 2021)
• Taxation I: Federal Income Taxation (Law 742) [3-4 credits]
• Financial Planning and Asset Management (Law 771) [3 credits]
  
  For students entering the Law School in Fall 2021 and thereafter, the following course is also required:
• Taxation I: Federal Income Taxation (Law 742) [3-4 credits]

II. Two additional courses:

At least one of the two additional courses must be from the following list:

• Taxation I: Federal Income Taxation (Law 742) [3-4 credits] (if not used above)
• Financial Planning and Asset Management (Law 771) [3 credits] (if not used above)
• Estate and Trust Administration and Dispute Resolution (Law 771) [2 credits]
• Introduction to Marital Property (Law 771) [1 credit]
• Law and the Elderly (Law 773) [2 credits]
• Business Organizations I (Law 817) [3-4 credits]

One course of the two additional courses may come from this list:

• Real Estate Transactions I (Law 732) [3-4 credits]
• Family Law: Marriage & Divorce (formerly "Family Law I") (Law 822) [2-4 credits]

Additional Requirements

To qualify for the Concentration, a student must receive at least a grade of B in Trusts & Estates I and must have an average grade of at least a 3.0 in the courses used to satisfy the requirements.

A student who achieves a 3.5 average in courses used to fulfill the requirements will receive Honors in the Concentration.  If you believe you qualify for honors in the concentration, you need to submit along with your transcript a calculation of your GPA in the courses fulfilling the concentration, showing that your cumulative GPA in those courses is 3.5 or higher.

Important Note for Students Matriculating Fall 2023 and thereafter: Due to the new grading curve implemented in Spring 2023, students that matriculated in Fall 2023 and thereafter must maintain a 3.3 GPA in all concentration-eligible classes to qualify for the Estate Planning Concentration.

Students that matriculated in Fall 2023 and thereafter who earn a 3.8 cumulative average in courses used to fulfill the concentration requirements will receive Honors in the Concentration. If you believe you qualify for honors in the concentration, you need to submit along with your transcript a calculation of your GPA in the courses fulfilling the concentration, showing that your cumulative GPA in those courses is 3.8 or higher.

*Under some circumstances, substitutions in these requirements can be made. Contact Professor Erlanger.

Questions regarding the above Concentration requirements should be sent to Professor Howard Erlanger at howard.erlanger@wisc.edu.