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LAW (W77)  (Dept. Info)Law  (Policies)

W77 LAW 629Practical Skills Training in Estate and Wealth Planning2.0 Units
Description:This course will review various practical wealth management skills and strategies used by estate planning lawyers performing estate and closely-held business planning, succession planning for business owners, or traditional income tax planning. This course explores wealth accumulation planning techniques and tools used by lawyers involved with wealth planning. In addition to an overview of the estate and taxation structure, this course is intended to cover basic financial concepts, including financial investing, property and income taxation, home and real property ownership issues, life and disability insurance, retirement planning, elder law and debtor-creditor transactions as they deal with individual and family wealth. This course is suggested to be taken prior to the Practical Strategies and Drafting in Estate Planning course that is offered in the Spring semester. Students must have either taken (or concurrently be taking) Federal Income Taxation or Trusts and Estates. Having taken Estate and Gift Taxation will also be beneficial. This course will have an attendance policy. Students are allowed no more than two unexcused absences. Failure to comply with this policy will result in failure of the course. [Any Non-Tax LL.M. Student interested in taking this course must receive special permission, and will receive a letter grade which will not calculate into their JD GPA.]
Attributes:
Instruction Type:Classroom instruction Grade Options:C Fees:
Course Type:HomeSame As:N/AFrequency:None / History
Label

Home/Ident

A course may be either a “Home” course or an “Ident” course.

A “Home” course is a course that is created, maintained and “owned” by one academic department (aka the “Home” department). The “Home” department is primarily responsible for the decision making and logistical support for the course and instructor.

An “Ident” course is the exact same course as the “Home” (i.e. same instructor, same class time, etc), but is simply being offered to students through another department for purposes of registering under a different department and course number.

Students should, whenever possible, register for their courses under the department number toward which they intend to count the course. For example, an AFAS major should register for the course "Africa: Peoples and Cultures" under its Ident number, L90 306B, whereas an Anthropology major should register for the same course under its Home number, L48 306B.

Grade Options
C=Credit (letter grade)
P=Pass/Fail
A=Audit
U=Satisfactory/Unsatisfactory
S=Special Audit
Q=ME Q (Medical School)

Please note: not all grade options assigned to a course are available to all students, based on prime school and/or division. Please contact the student support services area in your school or program with questions.


No section found for SP2025.