This course introduces the learner to laws relating to estate planning, estates' administration (both testate and intestate), and the establishment and administration of trusts. Emphasis will be placed on estate law's practicalities, including interview techniques, preparation of wills, trusts and administrative documents, and filing requirements and procedures.
Prerequisite Courses
Prerequisites
(LIBR 150 may be taken concurrently).
Course Outcomes
After successfully completing the course, the learner will be able to:
- Know role of the paralegal in the area of trust and estate administration.
- Recognize and appreciated the laws governing trust and estate administration.
- Gain the knowledge and skills of draft a will.
- Know the fundamentals of estate planning.
- Understand the fundamentals of probate and estate administration with emphasis on court and filing requirements.
- Train the student in the requirements of estate tax returns.
- Gain and understanding of trusts with emphasis on the formality.