COURSE DESCRIPTION 2012 2013

Advanced Estates, Powers and Trusts

Prof. Anthony B. Sandoe,

3 credits day; 3 credits evening.

This course studies the management and donative transfer of real and personal property, with particular emphasis on wills, powers of appointment and the private express trust. For students pursuing a career in financial and estate planning and trust administration, this course will provide a foundation for courses such as Drafting Wills and Trusts, Estate and Gift Taxation, Estate Administration, Federal Income Taxation of Trusts and Estates and Estate Planning. See also Prof. Sandoe's web page for students interested in pursuing a career in the fields of Estate Planning and Trust and Estate Administration.

Prerequisite: Trusts (formerly Fiduciary Relations)

Elective Course

Meets Health/Biomedical Concentration Requirements

Recommended for the Mass Bar

Final Project Required