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Spring 2015
5368 Estate Planning - STRENG-

Professor(s): William Streng (FACULTY)

Credits: 3

Course Areas: Real Property, Trusts and Estates 
Taxation

Time: 9:00a-10:15a  MWLocation:  

Course Outline: ESTATE PLANNING: This course will provide comprehensive coverage concerning the federal estate, gift and income tax laws applicable to planning for the accumulation and transfer of family wealth. This is intended to be more than a tax course merely structured to examine the pertinent taxation rules. A transactional approach is utilized to examine various specific estate planning problems (both fundamental and advanced). Non-tax subject areas also analyzed, as applicable in analyzing specific types of estate planning problems, will include (i) the preparation and construction of wills and trusts, (ii) marital property rights, (iii) corporate and partnership laws, (iv) compensation and pension planning, and (v) various other state law matters (e.g., laws concerning life insurance). This course should be considered a fundamental course for those persons intending to engage in an estate planning, trust, probate and family wealth planning practice. This course is also important since the subject of Federal Estate and Gift Taxation is an area for possible coverage on the Texas Bar Examination.

Course Syllabus:

Course Notes:   Quota = 14

Prerequisites: Yes  Federal Income Tax and Trusts and Wills are prerequisites for this course or Trusts and Wills can be taken concurrently.

First Day Assignments:

Final Exam Schedule:    

This course will have:
Exam:
Paper:

Satisfies Skills Course Requirement: No
Satisfies Senior Upper Level Writing Requirement: No