To earn this Concentration, students must:

• complete 7 courses as outlined in the requirements listed below
• earn at least a grade of B in Trusts & Estates
• earn a 3.3 grade point average in the required courses
• earn a 3.8 grade point average in the required courses to receive Honors in the Concentration

I. Core courses:

These 5 courses are required.

• Trusts and Estates (734) 
• 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. It is highly recommended that students meet with the advisor before graduation.

For more information or questions about the Estate Planning Concentration, contact Professor Howard Erlanger: howard.erlanger@wisc.edu.