Practical Trust and Estate Administration

Section 1, Fall 19

Schedule Information

Enrollment: 21/21
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 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:
Midterm Type (if any): None
Description: None

Final Type (if any): Flex with Paper Option
Description: Flex Exam at end of semester, with paper option due via EXPO by noon on last day of exam period.
Final Exam Notes:

Flex Exam at end of semester, with paper option due via EXPO by noon on last day of exam period.

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 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: