Estate Planning Concentration Requirements*
I. Five 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. One of the following tax courses:
- Taxation I: Federal Income Taxation (742) or
- Taxation of Trusts and Estates (844) ****
(May 2015 or earlier graduates may substitute Taxation Concepts for Business and Personal Planning --AIS 329 in Business School)
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
- 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:
- 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.
****These courses are not regularly offered.
Questions regarding the above Concentration requirements should be sent to Professor Howard Erlanger at email@example.com.