Categories: Estate Planning/Elder Law
Estate & Business Planning: Closely Held Business
Course Page for Fall 2011 - Shiller, Mark
Selected Topics in Estate Planning: Estate and Business Plg for the Closely Held Business. Prereq: T&E & courses in tax and bus orgs, or consent. This course will cover the planning needs of owners of privately held businesses. We will explore how various estate planning techniques are used in the context of planning for the estates of business owners, as well as the broader business and management planning issues especially succession planning that emerge in this area. One focus will be on the structure of buy-sell agreements and a critique of how they are commonly implemented. Grade will be based on a take home exam, plus class participation.
Recent Offerings of this course by this instructor
Estate & Trust Admin and Dispute Resolution
Course Page for Fall 2012 - Goldman, Jeffrey
Selected Topics in Estate Planning: Estate & Trust Admin & Dispute Resolution. This course will examine legal and interpersonal issues that arise in the administration of probate estates, testamentary trusts, and inter vivos trusts. It will address the dynamics of interaction between the various parties, interpretation and implementation of governing instruments, powers and duties of fiduciaries, management of estate and trust assets, rights of beneficiaries, resolution of disputes, and distinctions between the applicable laws of different states. The course will be taught on an intermediate level and will use real life situations to illustrate problem solving in this area. Enrollment limit is 18. No P/F. Grade based on written assignments and class participation. This course qualifies for the upper level writing requirement.
Recent Offerings of this course by this instructor
Financial Planning & Asset Management
Course Page for Fall 2012 - Seaborg, Andrew
Selected Topics in Estate Planning: Financial Planning and Asset Management. This course will be geared towards students who want to know more about asset management, financial planning, and investment products, in order to better assist clients or simply to better understand the financial world. The course will cover such topics as Modern Portfolio Theory, investment products (mutual funds, exchange traded funds, and the like), investment portfolio design, retirement planning, the theory and structure of life insurance products, and the credentialing and compensation of financial advisors. Case studies will combine multiple themes and illustrate financial planning in practice. Guest lecturers from the business school and community will address their areas of expertise. Some tax issues will be covered, but no prior work in tax will be assumed.
Andrew Seaborg (MS in Finance, Investment & Banking, UW-Madison) is a founding partner of The Capital Group at Lincoln Financial Advisors in Madison, where he focuses on investment portfolio design and advanced estate planning techniques. Before attending graduate school, he worked as a statistical analyst and did Japanese-English translation
work in Tokyo.
Recent Offerings of this course by this instructor
Planning Techniques for Taxable Estates
Course Page for Spring 2011 - Behrendt, Richard
This course will provide students with a working understanding of the
various strategies and techniques that high net worth families might use
to minimize federal estate taxes. Some of the strategies that will be
reviewed include: Grantor Retained Annuity Trusts, Qualified Personal
Residence Trusts, Charitable Remainder Trusts, Irrevocable Life
Insurance Trusts, and Family Limited Partnerships. One of the practical
considerations that we will consider is the relative level of IRS
scrutiny that can be expected with these techniques, and how that may
factor into the decision-making and planning process.
Recent Offerings of this course by this instructor
Trusts & Estates I
Course Page for Spring 2013 - Erlanger, Howard
"TNE" is a survey course on the legal and policy aspects of transmission of property, usually at death. It covers such topics as intestate succession (dying without a will), wills, trusts and will substitutes, limitations on the disposition of assets and the impact of the Marital Property Act, powers of attorney and end-of-life decision making, and basic issues in the taxation of gifts and transfers at death. In addition to legal fundamentals, the course has a strong focus on how the law plays out on the ground.
Recent Offerings of this course by this instructor
Trusts & Estates II
Course Page for Spring 2013 - Erlanger, Howard
TNE II focuses on issues related to community property and federal gift and estate tax. Since it is only a two credit course, the material is still essentially introductory, although it is covered in substantially more depth than in TNE-I. Note that only TNE-I, not TNE-II, satisfies the diploma privilege requirement for Trusts and Estates.