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Current students must register through the Recorder’s Office, which also oversees student files and posts grades.
Office: 022B
E-mail: lawosa@indiana.edu
Associate Director of Student Affairs
Phone: (812) 855-1888
E-mail: adlanham [at] indiana [dot] edu
Indiana Law students can build their own plan of study by taking classes from a number of different areas, or they can choose an area of focus.
Description This course will explore the various estate planning options available to individuals to enable them to achieve their objectives with respect to the transition of wealth, including closely-held business holdings. The emphasis will be on practical, real-life situations and positive steps available to the lawyer to deal with those situations. Each student will be expected to have a working knowledge of Gift and Estate Tax as well as Wills and Trusts prior to taking the course but by no means any expertise. Suggested prerequisites or co-requisites for the course include Income Tax, Gift and Estate Tax, and Wills and Trusts; however, total familiarity with the estate and gift tax consequences of estate planning options will not be expected until the end of the semester. Emphasis throughout the course will be placed on the practical options available, real-life case studies and practical counseling of clients. This course is intended to provide practical training for law students who plan to do estate planning for clients of any level of wealth. This course has the expectation that competition of the course will allow a new attorney to practice law in the area of estate planning and business succession. Since the course meets only once per week, attendance, within certain parameters, is mandatory. The final grade is based on a combination of a practical, including simulated client counseling and drafting, as well as a final exam.
Note This course satisfies the professional skills requirement.
Faculty R. Retzner
| Semester | Title | Faculty |
|---|---|---|
| Spring 2012 - 2013 | Estate Planning | Retzner, R. |
| Spring 2011 - 2012 | Estate Planning | Retzner, R. |
| Spring 2010 - 2011 | Estate Planning | Retzner, R. |
| Spring 2009 - 2010 | Estate Planning | Manterfield |
Indiana University Maurer School of Law is accredited by the American Bar Association
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