This course examines the advanced planning techniques for charitable giving, the generation-skipping tax, qualified and non-qualified employee benefits, private business buy outs and similar transactions, grantor retained trust interests, use of a business as an estate planning tool, life insurance, elderly and disabled persons and divorce and non-traditional relationships. In addition, the drafting of irrevocable trusts (including Crummey powers), shareholder agreements, partnership agreements and valuation techniques, are covered.
|W 7:30-9:20 PM||Klein 1D|
Additional Time Requirements
This is one credit 7 week course that meets for the second half of the semester.
This is a Graduate Tax Program course. JD students must obtain permission to register from Andrew Weiner, Director, Grad Tax Program. This is one credit course that meets for the second half of the semester - from Wednesdays, March 16 April 27.
You must have completed the following courses before enrolling in this course:
- LAW G513 (Estate Planning I) or LAW G803 (Estate Planning I)