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223 Estate Planning Seminar (2)

Discussion - 2 hours.

No One Here Gets Out Alive.  That is the title to the first Jim Morrison biography, and it is a good reason proper estate planning will become even more important as Baby Boomers transfer wealth in coming years.  This 2-unit course will focus on the estate planning process and common estate planning techniques.  Estate planning involves several substantive areas, but this will be a self-contained course without prerequisites.  We will review a variety of estate planning documents, discuss dealing with clients and others in the process, evaluate certain drafting techniques, and consider many practical examples.   

Proper estate planning will become even more important as Baby Boomers transfer wealth in coming years.  This 2-unit course will focus on the estate planning process and common estate planning techniques.  Estate planning involves several substantive areas, but this will be a self-contained course without prerequisites.  We will review a variety of estate planning documents, discuss dealing with clients and others in the process, evaluate certain drafting techniques, and consider many practical examples.   

This course was offered:

  • Spring 2017
    • Visiting Lecturers Silvio Reggiardo
  • Spring 2016
    • Visiting Lecturers Silvio Reggiardo