Course Information

796.20 - Estate Planning and Drafting

Professor: Allan J. Samansky
Semester: 2011 Autumn

Second Writing Requirement? Yes
Seminar? Yes
Professional Responsibility? No
Prerequisites: None

Course Description

In this course, students will draft a number of wills, trusts, and other estate planning documents, as well as a few short memos. Often the students will be given some basic information and then in class the client (who will often bear a striking resemblance to me) will be interviewed. In many cases the documents or memos will be redrafted after we discuss them in class. The assigned book, Madoff, Practical Guide to Estate Planning, has forms on a CD that we will use. (Typically, the publisher allows the book to be purchased for course use at a reduced student rate.) There will be no final exam.

Wills and Trusts and Federal Income Taxation are recommended (but not required) prerequisites. In particular, students who have not taken and are not currently enrolled in Wills and Trusts will probably have to put in some extra time, but all necessary background will be discussed in the assigned reading or in class. We will cover some of the basics of federal estate and gift taxation, but I do not expect students to have any prior background in this topic.

 

The course materials listed above are for informational purposes only and should not be considered final. Students must check with the Registrar for a current list of closed courses.