Estate Planning Concentration Requirements

Estate Planning Concentration Requirements*

I. Required courses:

  • Trusts and Estates I (Law 771) [2 credits]
  • Introduction to Estate Planning (Law 957) [2 credits]
  • Introduction to Estate and Gift Taxation (Law 771) [1 credit]
  • Use of Trusts in Estate Planning (Law 772) [2 credits]

    One of the following:

  • Taxation I: Federal Income Taxation (Law 742) [3-4 credits]
  • Financial Planning and Asset Management (Law 771) [3 credits]

II. Two additional courses:

At least one of the two additional courses must be from the following list:

  • Taxation I: Federal Income Taxation (Law 742) [3-4 credits] (if not used above)
  • Financial Planning and Asset Management (Law 771) [3 credits] (if not used above)
  • Estate and Trust Administration and Dispute Resolution (Law 771) [2 credits]
  • Introduction to Marital Property (Law 771) [1 credit]
  • Law and the Elderly (Law 773) [2 credits]
  • Business Organizations I (Law 817) [3-4 credits]

One course of the two additional courses may come from this list:

  • Real Estate Transactions I (Law 732) [3-4 credits]
  • Family Law: Marriage & Divorce (formerly "Family Law I") (Law 822) [2-4 credits]

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

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

 

 

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