Prerequisites: Gratuitous Transfers and Taxation

This course is a drafting seminar in which students evaluate a series of case studies and draft estate planning documents as indicated by the facts of the particular case study. Documents drafted may include an engagement letter, durable power of attorney, designation of health care surrogate, living will, revocable living trust with pour over will for married couple with minor children, standalone will with A-B trust form marital deduction planning, irrevocable insurance trust and complex will with aggressive GST tax planning.