LAW 9332: Wealth Transfers
Prerequisite(s): LAW 9504. Increasingly, the focus of private or individual wealth planning is on asset protection (i.e., planning to insulate the client's estate from the claims of creditors at any time and claims of spouses upon the termination of the marriage, as well as to minimize or eliminate transfer taxes upon death). This course examines the use, implementation and effectiveness of the more common estate planning techniques, such as Bypass and QTIP trusts created for the benefit of the client's surviving spouse, asset protection trusts created for the benefit of the client's decendants, premarital and marital agreements among the client and the client's significant other, and family limited partnerships among members of the client's family. The course also covers the keys to effective drafting of wills, revocable trusts and other estate planning documents, as well as the coordination of nonprobate assets (such as life insurance and retirement benefits) with the estate plan.
Professors teaching LAW 9332 in Spring 2027
Tom Featherston. See their BUBooks scores and reported grades in the builder.
Sections
| CRN | Section | When | Where | Instructor | Seats |
|---|---|---|---|---|---|
| 21254 | 01 Class Instruction | MTR 2:40pm-3:50pm | TBA | Tom Featherston | 40 of 40 open |