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Practical Estate Planning Seminar
#6817

Type

SEM

Credits

2 cr.

Student Year

2L/3L

Description:

This course will focus on the day to day life of the estate planning lawyer, from the initial client interview and analysis of financial data to the implementation of appropriate planning techniques based upon a client's situation and assets. Subjects addressed will include: ethical considerations; probate and methods for avoiding it; use of trusts; gift, estate and generation-skipping transfer tax planning; planning with life insurance; planning with retirement assets; planning for charitable gifts and bequests; planning for lifetime gifting to individuals; post-mortem planning and premarital agreements.

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Sections

Spring 2014: Practical Estate Planning Seminar

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  • Adjunct Professor John Cound

Type

SEM

Credits

2

Student Year

2L/3L

Details:

(see course description, above)

(no readings)

Estate Planning and Drafting
#6817

Type

SEM

Credits

2 cr.

Prerequisites

Wills & Trusts required Recommended: Estate Planning

Senior Writing

Yes

Student Year

2L/3L

Description:

The seminar will cover the issues involved in planning and drafting estate plans for clients. Starting with the initial client meeting, the Seminar addresses ethical considerations in undertaking the representation, the engagement letter, handling the meeting, and identification of client concerns and assets. Sessions of the Seminar will cover will drafting and will substitutes, what is probate and advantages of avoiding probate, use of trusts, the marital deduction and other tax planning, provisions for children and grandchildren including generation-skipping provisions, life insurance planning, retirement asset planning, charitable gift planning, lifetime gift planning, and post mortem planning. Students will work in teams of two to plan an estate plan for hypothetical clients with varying estate assets and issues.
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Sections

Spring 2015: Estate Planning and Drafting

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  • Adjunct Professor Bronwen L Cound,
  • Adjunct Professor James Lamm,
  • Professor Robert Stein (URL stein@umn.edu)

Type

SEM

Credits

2

Student Year

2L/3L

Details:

(see course description, above)

(no readings)

Spring 2013: Estate Planning and Drafting

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Type

SEM

Credits

2

Student Year

2L/3L

TWEN

lawschool.westlaw.com... courseid=145665

Details:

(see course description, above)

(no readings)