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LAW G805: Drafting and Analyzing Fundamental Estate Planning Documents
Fall 2023 • Section 51

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.


Day/Time Location
T 5:30-7:20 PM Klein 7B

Course Details

  • Kathy Mandelbaum
  • Jen Kosteva
Credit Hours

3 Credits



Course Types
  • Writing
  • Simulation
Course Modality


Fulfills J.D. Requirement
  • Writing Serial
  • Experiential/Professional Skills


Registration Info

Registration Notes

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


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

  • LAW 0602 (Trusts and Estates )

Book List/Materials