LAW G515:
Estate Planning II
Spring 2025 • Section 21
Course offerings for are still tentative. The information below is subject to change.
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 |
|---|---|
| T 7:30-9:20 PM | TBA |
Additional Time Requirements
This is one credit 7 week course, Begins March 9 and ends April 20.
Registration Info
Registration Notes
This is a Graduate Tax Program course. JD students must obtain permission to register from Professor Andy Monroe, please send request to andrea.monroe@temple.edu
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
Materials To Be Announced