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LAW G515: Estate Planning II
Spring 2020 • Section 21

Course Description

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.


Schedule

Day/Time Location
M 5:30-7:20 PM Klein 6A

Additional Time Requirements

This is one credit 7 week course, Begins March 9 and ends April 20.

Course Details

Instructor
  • Kathy Mandelbaum
Credit Hours

1 Credits

Seats/Capacity

10

Course Type
  • Exam
Course Modality

Classroom

Fulfills J.D. Requirement

None

Programs

None

Registration Info

Registration Notes

This is one credit 7 week course, Begins March 9 and ends April 20. Credits will be adjusted administratively at a later date.

Pre-Requisites

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

  • LAW G513 (Estate Planning I) or LAW G803 (Estate Planning I)

Book List/Materials