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Apr 16, 2024
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LEGAL 237 - Estate Planning
5.0 Credits
Study of estate planning tools including wills, trusts, durable powers of attorney, community property agreements and healthcare directives, and principles of law that apply to each. Study of applicable state and federal tax laws. Emphasis placed on drafting documents. Prerequisite: LEGAL 200 or instructor’s permission.
Course Objectives
Upon successful completion of this course, students will be able to:
- Demonstrate an understanding of the estate planning process and the various documents used to facilitate that process. [COMMUNICATE]
- Develop a working understanding of the various state and federal laws affecting estate planning. [REASON]
- Demonstrate the necessary skills to work effectively in the area of estate planning. [COMMUNICATE]
- Demonstrate the ability to use effective interviewing skills. [COMMUNICATE]
- Demonstrate the ability to analyze clients’ needs. [REASON]
- Demonstrate the ability to use effective drafting skills to produce necessary documents. [COMMUNICATE]
- Demonstrate an understanding of how to implement estate plans, including transfers of property, execution of documents, etc. [ACT]
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