Course Description:
Students will review the basic estate and gift tax rules, as needed, to enable them to tackle a variety of simulated problems dealing with different sorts of clients. Students will gain practical skills by learning how to interview prospective clients and draft planning documents. 1,2, or 3 hours of credit as determined by the professor. Pre-requisites: Wills and Trusts; Federal Income Tax; Family Wealth Management (can we waived by the professor).
