Estate Planning Concentration

Estate Planning focuses on wills, trusts and related financial and tax implications.

To concentrate in Estate Planning, students must obtain a minimum of 16 credits in core and related courses. Students must achieve a minimum grade point average of 2.33 in each graded course used to satisfy the Estate Planning requirements. Courses offered for a grade may not be taken pass/fail in satisfaction of the requirements. Although substitutions are generally not allowed, a substitution may be permitted in unusual circumstances. A student seeking a substitution should consult with faculty advisor Professor Terri Helge.

Core Courses (all required)

• Wills & Estates (3)
• Trusts & Fiduciary Responsibilities (2)
• Estate & Gift Tax (2) or (3)
• LARW III: Estate Administration Drafting (2)

Elective Courses (at least one required)

• Elder Law (2)
• Guardianship Practicum (1)
• Federal Income Taxation (3)
• Nonprofit Organizations (2) or (3)
• Taxation of Business Entities (4)
• Marital Property (2) or (3)

Writing Requirement (at least one required)

• LARW III: Estate Planning & Drafting (2)
• Wills & Estates Clinic (2)

Oral Skills Requirement (at least one required)

• ADR Survey: Negotiation, Mediation & Arbitration (3)
• Negotiation Theory & Practice Practicum (3)
• The Business Negotiator (3)
• Wills & Estates Clinic (2)

Students may take the Wills & Estates Clinic to satisfy the Oral Skills Requirement or the Writing Requirement for the concentration, but a student may not use the Wills & Estates Clinic to satisfy both the Oral Skills Requirement and the Writing Requirement for the concentration.

Students who matriculated prior to Fall 2014 can substitute the following courses which have not been taught since 2014:

• Interviewing, Counseling & Collaborative Law Practicum (2) or (3)