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Spring 2011 - Estate Planning

Johanson, Stanley M

Course ID: 456  Unique # 29205  Credit Hours: 4
Meeting DaysTimesLocation
   Monday 11:30 am - 12:20 pm TNH 2.138
   Tuesday 11:30 am - 12:20 pm TNH 2.138
   Wednesday 11:30 am - 12:20 pm TNH 2.138
   Thursday 11:30 am - 12:20 pm TNH 2.138
Exam Type   Date   Time      Name Range   Room  
  Final Friday, May 6    8:30 am          A-Z
Registration Information
This course is restricted to upper division students only.

Johanson's version of Estate Planning (4 hours) takes a problem approach.  We will consider the estate planning problems faced by Alice Adams, a 68-year-old widow with a $5 million estate, and then Hugh and Wilma Bronson, a couple in their 60's with three adult children, several grandchildren, and a $5 million estate.  We will consider lifetime gifting strategies, marital deduction planning, bypass trusts, planning around the generation-skipping transfer tax, and various planning techniques and strategies designed to carry out the clients' planning objectives with minimum tax cost.  The objective of this practice-oriented course is to familiarize the student with the tax and planning problems, and the planning vehicles, raised by these very representative clients, so that the student will be comfortable handling similar problems either as an associate of a law firm or as a solo practitioner.

Wills and Estates and Federal Income Tax are prerequisites, but may be taken concurrently with the Estate Planning course.

Related Course Areas