Pre/co-req: Gratuitous Transfers/Trusts & Estates or Wills & Trusts Fundamentals; Recommended: Taxation
This course will survey critical issues for practitioners to be aware of in the field of Estate Planning. The topics covered will include federal and state tax issues that must be taken into account when implementing an estate plan, as well as legal issues unrelated to the tax code that impact the estate planning process. Students will have the opportunity to engage with case studies addressing both common and unique situations that may occur during, or as a result of, the estate planning process.