Temple’s Estate Planning Certificate Program is designed for those who see the benefits of additional training but do not wish to pursue an LL.M. degree at this time. The Estate Planning Program exposes students to sophisticated federal estate, gift and generation-skipping transfer tax issues, as well as the federal income taxation of trusts and estates. The Program benefits practitioners who want to concentrate on tax issues involved in estate planning and estate administration. In addition, it provides valuable training for relatively inexperienced practitioners who want to acquire an advanced level of expertise in this area.

Admission to the Estate Planning Certificate Program is based on the same criteria applicable to degree candidates for the LL.M. in Taxation. Each student must complete the Certificate requirements within two years of initial enrollment and achieve a final GPA of 2.5 from the nine credits listed below. Those who complete the Certificate may continue taking courses and earn the LL.M. in Taxation.

Required Courses

  • Estate and Gift Taxation (3 credits)
  • Estate Planning I (2 or 3 credits)

Elective Courses

Choose two of the following:

  • Drafting and Analyzing Fundamental Estate Planning Documents (3 credits)
  • Estate Planning II (2 credits)
  • Income Tax of Trusts and Estates (2 credits)
  • Non-Tax Issues in Estate Planning (2 credits)
  • Orphans’ Court Pleading and Trial Practice (3 credits)
  • Planning for the Family that Owns and Operates a Business (2 credits)

Application Procedure