Estate Planning

• Class number: 9232
• Term: Spring 2009
• Instructor:
  • Bob Whitman

Is a detailed study of the practical problems (including, but not limited to, tax problems) that arise in advising clients as to the best means (and the several alternatives) available by which they may transfer property and/or income during their life and at their death. Taught as a seminar, students engage in research and prepare actual documents which are reviewed and individually critiqued.

Course Schedule

• Date: Tuesday 09:00-12:00AM
• Location: ST7

Course Information

• Catalog number-Section number: 7853-01
• Course Type: Seminar
• Prerequisites: Prerequisite: Trusts and Estates (7742).
• Credits (min/max): 3/3
• Notes: Only with the addition of a two credit special research project can this class be used to satisfy the upper class writing requirement.
• Subjects:
  • Family
  • Property
  • Tax

Enrollment

• Enrollment status: Open
• Current enrollment/capacity: 17/18
• Reserve population/capacity: 0/0
• Waitlist enrollment/capacity: 0/50

Grading

• Grade basis: Graded
• Satisifies Writing Requirement: No
• Exam type: NO EXAM