Course Description

LAWS 7217
Estate Planning
General Description:
Deals with the practical application of estate planning principles to a broad array of client situations, some of which present federal wealth transfer taxation issues. Topics may include planning for young adults, individuals contemplating marriage, unmarried couples, couples with children, gifts to grandchildren, asset protection, perpetual trusts, charitable gifts, and an overview of estate administration. Prerequisite: Federal Estate and Gift Tax (LAWS 7207). Suggested prerequisites: Income Taxation (LAWS 6007); Wills and Trusts (LAWS 6104). Students may not receive credit for both Estate Planning (LAWS 7217) and Estate and Gift Tax Planning (LAWS 6217).

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