295.01 Trusts and Estates

Syllabus

This is a three-credit course about family property and the legal frameworks governing intergenerational wealth transfer. Wealth transfer can be effectuated through the creation of wills, trusts or other non-probate instruments and powers of appointment, all mechanisms we will examine in detail throughout the course. Transfer can also take place through the various laws governing intestate succession, which applies when none of the instruments described above exist. This class will cover all the basics of wealth transfer, with an emphasis on wills and trusts, introducing students not only to modes of legal challenge but also to drafting best practices. The class will also address, more broadly, critical questions about what groups benefit from our present system of wealth transfer and how this system contributes to complex forms of wealth inequality that are characterized by gender and racial wealth gaps. Note: this class will meet once a week in person and the other weekly time will consist of student engagement with asynchronous content.

Special Notes:

*Hybrid*

Spring 2024

Course Number Course Credits Evaluation Method Instructor
295.01
Course Credits
Final Exam
Midterm
Practical exercises
Class participation
Allison Tait
Canvas site: https://canvas.duke.edu/courses/23896
Course
Degree Requirements
Course Requirements - JD
Course Requirements - LLM
Course Areas of Practice
Course Areas of Practice