» Return to Catalog

Estate Planning

Spring 2020 • Law 683 • Credits: 3

Instructor: Susan Gary

Presents problems in estate analysis, planning, and execution; planning an estate from the interview stage to the drafting of wills and trusts to implement the estate plan. Topics include minimizing estate and gift taxes, trusts for minors, charitable giving, disposition of a family business, incapacity, stepfamilies and non-traditional families, and valuation. Prerequisite: Trusts and Estates I. Highly recommended: Estate and Gift Taxes.