Estate Planning Concentration Requirements*
I. Four core courses:
-Trusts and Estates (733)**
-Introduction to Estate Planning (957)
-Law and the Elderly (773)
-Estate and Trust Administration and Dispute Resolution (771)
II. One of the following tax courses:
-Taxation I: Federal Income Taxation (742) or
-Taxation Concepts for Business and Personal Planning (AIS 329 in Business School) or
-Taxation of Trusts and Estates (844) ***
III. Three additional courses:
Both of the following courses:****
-Uses of Trusts in Estate Planning (772)
-Asset Management and Financial Planning (771)
One elective from this group:
-Business Organizations I (817)
-Real Estate Law (732)
-Client Interviewing & Counseling (880)
-Family Law I (822)
-Center for Patient Partnerships Clinical
-Estate and Business Planning for the Closely Held Enterprise (771)***
-Taxation of Trusts and Estates (844) (if not used to satisfy part II above.)***
IV. Other recommended substantive and skills courses:
-Advanced Legal Writing: Problem Solving (808)
-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 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.
**Transfer students may need additional coursework to satisfy the requirements of Trusts and Estates (733), which includes community property and tax components.
***These courses are not regularly offered.
****If available, Estate and Business Planning for the Closely Held Enterprise (771) and/or Planning Techniques for Taxable Estates (771) may be used to fulfill this requirement. Each course may be used to fulfill only one requirement.
Questions regarding the above Concentration requirements should be sent to Professor Howard Erlanger at email@example.com.