Practical Trust/Estate Admin

Section 1, Fall 15

Schedule Information

Enrollment: 15/18
Credits: 2

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, creditors' rights, and the elective share; 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:
Midterm Type (if any):
Description: None

Final Type (if any):

Written Work Product
Written Work Product:

Other Work
Students will have the option of taking a Flex examination at the end of the semester, or submitting a substantial research paper via LawWeb by 4:30 pm (EST) on the last day of the Fall examination period. NOTE: Students opting to submit a substantial re

Other Course Details
Prerequisites: Trusts & Estates is recommended, but not required Concurrencies: None
Mutually Exclusive With:
Laptops Allowed: Yes
First Day Attendance Required: No
Course Notes:

Graduation Requirements

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

*Yes means professor requires everyone in the course to submit a substantial research paper (which is the requirement standard in Academic Policies), so no paperwork required to be submitted to SRO. No means student must timely submit paperwork to SRO if intending to use a paper in this course to satisfy the 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.

General Information

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:
Evaluation Portal Via LawWeb Closes: