ESTATE PLANNING PRACTICUM

The course provides students with a solid foundation in basic and advanced estate-planning knowledge, skills, and strategies. It helps students build the technical and personal skills necessary to develop and implement a comprehensive estate plan. It will focus on ways to understand and meet a client's estate planning objectives with hands-on simulation exercises in developing, drafting, and executing an estate plan. Topics covered include tax mitigation, philanthropy, business succession, domicile, non-tax considerations, and fiduciary selection.