Estate Planning Concentration Requirements

Estate Planning Concentration Requirements*

I. Six core courses:

  • Trusts and Estates I and II (771)** 
  • Introduction to Estate Planning (957)
  • Law and the Elderly (773)
  • Estate and Trust Administration and Dispute Resolution (771)***
  • Use of Trusts in Estate Planning (772)

II. Taxation I:  Federal Income Taxation (742)

    III. Two additional courses:

    • Financial Planning and Asset Management (771)

    and one elective from this group:

    • Business Organizations I (817)
    • Real Estate Transactions I (732)
    • Client Interviewing & Counseling (880) 
    • Family Law I (822)
    • Center for Patient Partnerships Clinical

    IV. Other recommended substantive and skills courses:

    • Clinical Programs
    • Law and People with Disabilities (940)
    • Lawyering Skills (950)
    • Taxation II: Entity Taxation (840)
    • Electives not chosen under part III above

    To qualify for the concentration, a student must receive a grade of at least B in Trusts and Estates I and II and must have an average grade of at least 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.

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

    ** The Trusts and Estates II requirement may be satisfied by taking Introduction to Federal Estate and Gift Tax (771) and Introduction to Marital Property (771).  Note that each of these courses is typically offered only every other year. 

    ***Estate and Trust Administration is only offered in the spring semester of odd numbered years.

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

     

     

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