About the Program
The Estate Planning Certificate program exposes students to sophisticated concepts and planning tools, as well as the federal income taxation of trusts and estates. The program provides valuable training for practitioners who want to acquire an advanced level of expertise in estate planning and estate administration.
In order to be awarded an Estate Planning Certificate, students must:
- Earn 9 credits in Estate Planning I (2 or 3 Credits) and at least three of the following estate planning electives:
- Business and Estate Planning for Closely Held Businesses (2 Credits);
- Drafting and Analyzing Fundamental Estate Planning Documents (3 Credits);
- Estate and Gift Taxation (2 credits);
- Estate Planning II (1 Credit);
- Income Taxation of Estates and Trusts (2 Credits);
- Non-Tax Issues in Estate Planning (2 Credits); and
- Orphans’ Court Pleading and Trial Practice (3 Credits).
- Attain a cumulative grade point average of 2.5 or higher.
- Complete the certificate requirements within 2 years.