LAW-5035: Estate Planning and Drafting

This course focuses on practical aspects of drafting estate planning documents. The course also emphasizes skills of client interviewing and counseling using simulations. Students will have an opportunity to learn how to prepare wills and trusts by designing an estate plan for a hypothetical client. Students will complete planning and drafting projects, which may include drafting powers of attorney, wills, trusts, client letters, and probate documents. Counseling and drafting exercises require students to consider issues surrounding powers of attorney, advance directives, multi-generational trusts, estate planning strategies for retirement assets, how social and religious factors affect estate planning, and ethical considerations in the estate planning process.