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LAW G805: Drafting and Analyzing Fundamental Estate Planning Documents
Spring 2020 • Section 21

Course Description

Students will learn to draft fundamental estate planning documents (wills, trusts, financial and health care powers of attorney and beneficiary designation forms) against the background of state property law, financial institution contracts and the state (and, sometimes, federal) laws concerning testamentary and non-probate distributions. The course will not focus on federal or state tax issues, although they may occassionally be discussed. Instead, the course will focus on the critical non-tax issues on document drafting.


Schedule

Day/Time Location
Th 5:30-7:20 PM Klein 1D

Course Details

Instructor
  • Kathy Mandelbaum
Credit Hours

3 Credits

Seats/Capacity

18

Course Type
  • Writing
Course Modality

Classroom

Fulfills J.D. Requirement
  • Writing Serial
Programs

None

Registration Info

Registration Notes

This is a Graduate Tax Program course. JD students must obtain permission to register from Andrew Weiner, Director of Grad Tax Program.

Pre-Requisites

You must have completed the following courses before enrolling in this course:

  • LAW 0602 (Trusts and Estates )

Book List/Materials