Levin College of Law
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Estate Planning Practice

Course Number: LAW 6930 Credits: 2

Prerequisites:

  • Legal Drafting(LAW 6807)
  • Trusts and Estates(LAW 6930)
  • Taxation Of Gratuitous Transfers(LAW 6620)

This class intends to bridge the gap between estate planning theory and practice. This class will introduce students to the ethical and pragmatic problems related to representing a client appropriately. Through a series of simulations, hypotheticals, and drafting assignments, students will engage in all aspects of preparing a basic estate plan—from the initial client interview to the finalization and execution of the client’s instruments. The students will engage in: drafting retainer letters; consideration of conflicts and other ethical issues; gathering information; drafting of basic wills, trusts, durable power of attorneys, living wills and health care proxies; drafting explanatory letters to clients about such instruments; drafting of crummey and hanging powers, lapses, notices, and waivers; tax apportionment considerations; drafting of pertinent client correspondences; time keeping and billing; and the execution ceremonies of estate planning instruments.