Practical Trust and Estate Administration

Section 1, Fall 22

Schedule Information

Enrollment: 11/16
Credits: 2
Days* Time Room Start Date End Date
  • R
  • 1540-1740
  • WB119
09/01/2022 12/01/2022
*“R” means Thursday

Course Description

This course covers advanced and applied topics in estate planning and probate, wealth management, trust and estate administration, and trust, estate, and fiduciary litigation. The course focuses on the role of an attorney as executor or trustee, and the role of an attorney in advising executors, trustees, and beneficiaries. The course will cover such issues as the probate process and creditors' rights; modification and termination of trusts; charitable trusts; asset protection devices; and risk management for professional trustees. The course will also cover emerging topics in trusts and estates, including domestic asset protection trusts, trust protectors, directed trustees, decanting, and donative arbitration clauses. Class discussion is required.

Course Requirements

Exam Info:
Final Type (if any): Flex with Paper Option
Description: Flex Exam at end of semester, with paper option due via EXPO by noon on Dec.22nd.

Written Work Product
Written Work Product:

Other Work

Other Course Details
Prerequisites: Trust & Estates is recommended, but not required. Concurrencies: None
Mutually Exclusive With: None
Laptops Allowed: Yes
First Day Attendance Required: No
Course Resources: To be announced.
Course Notes:

Graduation Requirements

*Satisfies Writing Requirement: No
**Credits For Prof. Skills Requirement: No
Satisfies Professional Ethics: No

*If “Yes,” then students are required to submit a substantial research paper in this course, which means students do not need to submit any form to SRO for this paper to meet their upper-level writing requirement. If “No,” then students must submit a “special request” e-form to SRO (available via LawWeb) no later than five weeks after the start of the term for a paper in this class to be counted toward the upper-level writing requirement.

**Yes indicates course credits count towards UVA Law’s Prof. Skills graduation requirement, not necessarily a skills requirements for any particular state bar.

Schedule No.
Law No.
Modified Type
Cross Listed: No
Cross-Listed Course Mnemonic:
Concentrations: Family Law, Tax Law
Public Syllabus Link: None
Evaluation Portal Via LawWeb Opens: Wednesday, November 30, 12:01 AM
Evaluation Portal Via LawWeb Closes: Friday, December 09, 11:59 PM