To earn this Concentration, students must:

• complete 6-7 courses as outlined in the requirements listed below
• earn at least a grade of B in Trusts & Estates
• earn a 3.2 grade point average in the required courses
• earn a 3.5 grade point average in the required courses to receive Honors in the Concentration. In addition, to receive Honors in the Concentration, students who matriculate in Fall 2026 and later must receive an S+ in any required course in which they use the pass/fail option and cannot receive below an S in any required course that is graded on a mandatory pass/fail basis.

I. Core courses:

These 5 courses are required.

• Trusts and Estates (734) 
  • students must earn a B or better in this course
  • students taking the 3-credit version may complete one course from either section II or III
• Intro to Estate Planning (957) 
• Estate & Gift Tax (738) 
• Use of Trusts in Estate Planning (772)
• Taxation I (742)

II. Complete 1 course from the following:

• Asset Management and Financial Planning for Lawyers (729 or 771)
• Estate and Trust Administration and Dispute Resolution (771) 
• Marital Property (737 or 771) 
• Law and the Elderly (773) 
• Business Organizations: Partnership, LLC, and Closely-held Corporations (817) 

III. Complete 1 course from the following:

• A second course from section II
• Real Estate Transactions I (732) 
• Family Law: Marriage & Divorce (822) 

Additional Information

Please note: there is no formal Concentration declaration process. Graduating students will be asked to complete a survey confirming they have met the requirements, and their coursework will be reviewed by the Concentration advisor. 

For more information or questions about the Estate Planning Concentration, contact Jason Reinecke: jreinecke@wisc.edu