LAW Advanced Estates, Powers and Trusts

Mr. Anthony B. Sandoe,

3 credits day; 3 credits evening.

This course is an introduction to sophisticated Estate Planning. As such, it is designed to build on the basic estate planning concepts acquired in the Trusts and Estates courses–-the fundamental property theories and policy considerations.

The objective of the course is to provide students with an understanding of the sophisticated property considerations present in estate planning, and to develop in students the practical ability to apply them on a transactional level to accomplish a variety of simple and complex estate planning objectives.

The course, however, is not a technical tax course. Rather, it is designed to provide the property foundation and framework essential to estate planning. It thus prepares students for the more technical courses that 1] emphasize the various income/transfer tax and public assistance components in estate planning and 2] that emphasize how to draft an estate plan.

For students interested in pursuing a career in the fields of Estate Planning and Trust and Estate Administration please see Professor Sandoe.

  Prerequisite: Trusts

pointer    Elective Course

pointer    Meets Health/Biomedical Concentration Requirements

pointer    Recommended for the Mass Bar

pointer    Final Project Required

<<Course Updated: March 18, 2015>>