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Course Details

Trusts and Estates (Ufberg/Solmssen)

Spring 2024   LAW 718-001  

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Additional Information

Skills Training
Other Professional Skills:

Grading
100% Exam

Exam
Short Answer,
Essay,
In Class,
Open-Book

Satisfies Senior Writing Requirement

No

Location

Class meets in person.

Course Continuity
Students are encouraged to stay home if you are ill or experience flu-like symptoms. If you miss a class for any reason, it is still your responsibility to make up the work missed.

I offer the following to students who miss class due to illness:

- Class sessions are regularly recorded. I will make these recordings routinely available on the course site to everyone in the class.

- I will make PowerPoint slides or other class materials routinely available on the course site to everyone in the class.

Meeting Times/Location
T 6:40PM - 8:30PM
Gittis Hall 213

Category
Upper-Level

Credits
2.0

This course is a general survey of the law relating to property transmission by individuals, both during life and at death. The course will study transfers within the probate system - wills and intestate succession - and transfers outside of it, with special attention to the creation and administration of trusts and beneficiary designations. The course will also cover the theoretical and practical aspects of powers of attorney, living wills, incapacity and guardianship. While not a tax class, the course will review the basics of federal wealth transfer taxation and the tools used to achieve tax and other planning goals. Tax classes are not a prerequisite.

Attendance at the one class per week is mandatory. Participation is expected but not graded. Students will be called on from time to time.

Course Concentrations

Skills Learning outcomes: Demonstrate an understanding of the individual course skill; Demonstrate the ability to receive and implement feedback; Demonstrate an understanding of how and when the individual course skill is employed in practice.

Family Law Learning outcomes: Demonstrate a core understanding of family law; Perform legal analysis in the context of family law; Communicate effectively on topics related to family law; Demonstrate an understanding of how family law affects other areas of law.

Property and Real Estate Law Learning outcomes: Demonstrate a core understanding of property and real estate law; Perform legal analysis in the context of property and real estate law; Communicate effectively on topics related to property and real estate law; Demonstrate an understanding of how property and real estate law affect other areas of law.


Textbooks

"Wills, Trusts, and Estates, " by Robert H. Sitkoff, Jesse Dukeminier
Edition: 11th
Publisher: Aspen Pub
ISBN: 9781543824469
Required