Ex. Estate Planning
Course Information
- Course Number
- L8701
- Curriculum Level
- Upperclass
- Areas of Study
- Lawyering, Property, Real Estate, and Trusts & Estates, Taxation
- Type
- Externship
- Additional Attributes
- New Course, Experiential Credit
Section 001 Information
Instructor
Jill L. Miller
Lecturer in Law
Section Description
The Estate Planning Externship provides students with a unique opportunity to deepen their legal knowledge and skills beyond the classroom. Participants will gain practical experience by assisting members of the local community with basic estate planning needs. This course is designed to help students apply their theoretical understanding to real-world scenarios while fostering trust and comfort in client relationships.
Students will work in pairs under faculty supervision to develop an estate plan for an actual client. Each plan includes a last will and testament, living will, health care proxy, and power of attorney. Students will participate in the full process, from the initial intake meeting to document drafting, client communication, and document execution.
Additionally, students will collaborate in small groups to research, design, and deliver an estate planning seminar to the New York City community, gaining valuable public speaking and community engagement experience.
The externship also includes a series of experiential field components, typically held once per month (generally on Fridays), consisting of visits to institutions such as the New York County Surrogate’s Court, trust companies, auction houses, and other related organizations. These experiences provide exposure to the broader trusts and estates ecosystem and the professionals with whom attorneys regularly collaborate. A signature “Law Day” program includes a full-day series of visits followed by a networking dinner with practitioners, judges, and other professionals.
- School Year & Semester
- Spring 2026
- Log in above to view course meeting times and location.
- Points
- 2
- Method of Evaluation
- Other
- J.D Writing Credit?
- Minor (upon consultation)
- LLM Writing Project
- Upon consultation
Learning Outcomes
- Primary
-
- At the end of the course, students will have acquired understanding of and/or facility in a specific body of law, including major policy concerns
- At the end of the course, students will have acquired understanding of and/or facility in doctrinal analysis, including close reading of cases and precedents, and application to facts
- At the end of the course, students will have acquired understanding of and/or facility in ethical and professional issues
- At the end of the course, students will have acquired understanding of and/or facility in various lawyering skills, for example, oral advocacy, legal writing and drafting, legal research, negotiation, and client communication
- At the end of the course, students will have acquired understanding of and/or facility in collaboration and/or teamwork
Course Limitations
- Instructor Pre-requisites
- None
- Instructor Co-Requisites
- None
- Requires Permission
- Yes
- Recommended Courses
- Trusts & Estates, Estate Planning or a background in accounting or financial planning (helpful not require)
- Other Limitations
- None