/ Catalogs/Estate Planning

Estate Planning

Typically offered every other year

Description: This seminar will seek to apply the knowledge acquired in the prerequisite courses in a planning context. Students will analyze and discuss various estate planning tools and techniques, and their application in different situations.

Non-tax considerations will be covered as well as gift, estate and income tax consequences.

Students will be evaluated on the basis of classroom participation and two papers that can qualify for the WIE writing requirement.

Prerequisite: Income Tax I, Estate and Gift Taxation and Wills & Trusts, or written consent from the instructor.

Meets the WIE writing requirement

The American Bar Association accreditation standards require students to regularly attend the courses in which they are registered. Lewis & Clark expects students to attend classes regularly and to prepare for classes conscientiously. Specific attendance requirements may vary from course to course. Any attendance guidelines for a given class must be provided to students in a syllabus or other written document at the start of the semester. Sanctions (e.g., required withdrawal from the course, grade adjustment, and/or a failing grade) will be imposed for poor attendance.