About Estate Planning
Estate planning is a broad practice area encompassing personal, family and financial issues related to control and transfer of property and to end-of-life decision making. It includes helping clients address life-planning and management of their property to satisfy their personal needs and the needs of their family or business—during their lives, during a period of disability, and after death.
Clients at all income levels and with all kinds of families have estate planning needs. Estate planning varies greatly depending on each client’s individual requirements. The estate planner will focus on the client's overall estate-planning objectives and how best to accomplish them with wills, trusts, powers of attorney, long-term health care, end of life care, life insurance and other planning vehicles. Those representing high net-worth individuals or business owners must have in-depth knowledge of tax and business law, since they may use sophisticated planning vehicles such as specialized trusts, family-limited partnerships, limited liability companies, and private charitable foundations to facilitate succession planning and reduce potential taxation.
Some estate planners focus particularly on the needs of the elderly. Elder law is a growing field that overlaps with estate planning. Lawyers practicing elder law handle estate planning issues, but focus on issues that many elderly people face, such as asset preservation when a spouse enters a nursing home, Medicaid and Medicare claims and appeals, conservatorships and guardianships, long-term care placements, disability, elder abuse, and fraud recovery.
Estate planning attorneys bring more to their practice than legal expertise. They are familiar with the real life concerns of traditional and blended families, the elderly and disabled, and families with a wide range of net worth. Estate planners often work directly or indirectly with social workers, psychologists, religious advisors and other professionals who provide support during times of important decisions and challenging events.
Estate planners work in law firms of all sizes, the trust departments of financial institutions, and in development offices of nonprofit organizations and foundations. Estate planners, no matter who their clients are, must have good people skills, enjoy attention to detail, and a have a sophisticated understanding of family dynamics and how those dynamics affect legal outcomes.
Note: Whether a particular course is scheduled depends on faculty availability and student demand. View the Course Descriptions for more information about each course and when it's offered.
These are the basic courses that — at a minimum — employers expect a student interested in this specialty to have.
Students interested in this practice area should consider including one or more of the following courses as electives. These courses are also part of the Estate Planning Concentration offered at the Law School.
- Selected Topics in Estate Planning:
- Estate & Trust Administration and Dispute Resolution
- Marital Property
- Financial Planning & Asset Management
- Uses of Trusts in Estate Planning
Students expecting to work with high net-worth clients and those with business interests should consider the following courses as well. Several of these courses are also part of the Estate Planning Concentration
These courses deepen or broaden the skills and substantive information that a lawyer in this field needs and may also provide advanced courses for students interested in a specialty within this area of practice.
For particular Estate Planning/Elder Law curriculum questions, contact Professor Howard Erlanger.
Clinical Programs, Internships & Externships
Second and third-year law students can earn academic credit, through the Law Externship course, for externship work at government agencies and non-profit organizations, such as the Greater Wisconsin Agency on Aging Resources and the Wisconsin Institute for Healthy Aging, that will expose them to elder law and estate planning issues.
STUDENT ORGANIZATIONS & RELATED ACTIVITIES
Students involved in student activities and organizations are often strong job candidates. Employers look for students who show leadership, public service, and community involvement.
For a full list of student organizations at UW Law, view the Student Organizations, Journals, & Activities.
Here are some of the faculty who teach or have an interest in this subject area:
- Howard Erlanger, Professor Emeritus
In addition to our full-time faculty, the Law School's adjunct faculty members — prominent practicing lawyers and judges — bring their specialized knowledge and experience to the classroom. Filter by "Adjunct" in the Law School Directory for a full list.