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School of Law

Estate Planning

Students concentrating in estate planning focus on methods of disposing of estates by will, life insurance, and inter vivos arrangements, while considering resulting tax and administrative problems. Students gather and analyze facts in the planning and drafting of wills, trusts and related documents. The faculty advisers for this concentration are Wendy Gerzog and Angela Vallario.  

Required Courses:
Federal Income Tax
Trusts and Estates
Estate and Gift Taxation
Estate Planning Workshop or Estate Planning
Planning for Families and Seniors or the Estate Planning Attorney Practice Externship

Choose one of the following:
Elder Law
Income Taxation of Trusts and Estates
Tax Exempt Organizations
Advanced Legal Research involving an estate planning topic
Planning for Families and Seniors Workshop

While not required, the following courses are recommended for students wanting to specialize in estate planning:

Corporate Taxation
Interviewing, Negotiating and Counseling
Partnership Taxation
Executive Compensation
Fundamentals of Federal Income Tax II
Qualified Pension and Profit Sharing Plans
S-Corporations
Tax Exempt Organizations
Tax Moot Court Team
Tax Policy Seminar
Tax Practice and Procedure