Categories: Estate Planning/Elder Law

Instructor(s) Schmidt, Paul

Law 772  The Use of Trusts in Estate Planning (2 credits)
   

Paul Schmidt Mon
3:30 - 5:30
  Prerequisite:
T&E

This course studies the use of trusts from the perspective of both the
drafting attorney and the trustee who administers the trust.  First, it
uses hypotheticals based on common estate planning situations such as tax
planning, providing for children, and planning for beneficiaries who may be
incompetent or otherwise disabled to explore issues and problems that
frequently arise in an estate plan, and to find drafting solutions for
them.  Second, it looks at practical problems in the implementation of
estate plans issues that arise in disposition of property,  interpretation
of trust language, management of trust assets, selection of a trustee, powers
of the trustee, and determining who the lawyer represents (entity, fiduciary,
or beneficiaries) and identifies drafting and administrative solutions. 
Enrollment 12; grade based on multiple drafting assignments; no P/F.


 

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