Estate Planning I (TX-371)
This course introduces the estate planning process beginning with the initial client interview and concluding with the drafting of basic estate documents. Topics to be discussed include handling the initial interview, gathering client information, framing the scope of engagement and drafting the engagement letter, ethical issues during representation and the probate process. The focus then will shift to drafting documents commonly used in estate plans, such as advance directives, simple wills, "pour-over" wills, and trusts.

Course Name: TX-371
Departments: Tax Law
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