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Apr 25, 2024
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LEGAL 236 - Wills, Trusts and Estates
5.0 Credits
Study of estate planning law and procedures essential to the paralegal involved in the drafting of wills, trusts, and other estate planning tools. Probate practice is also covered, including initial steps, asset accumulation, debt management, court procedures, estate-related tax issues, and forms.
Prerequisite LEGAL 200 or instructor permission.
Course-level Learning Objectives (CLOs)
Upon successful completion of this course, students will be able to:
- Use the legal terminology of wills, trusts, and probate administration effectively.
- Recognize and explain the purposes, functions, and statutory requirements of wills, trusts, and other estate planning documents.
- Describe the process of estate administration and differentiate between the various types of probate proceedings.
- Prepare estate planning and probate documents under the direct supervision of an attorney.
- Demonstrate the skills needed to effectively interview clients and analyze their needs.
- Identify and apply important ethical considerations to the paralegal’s role in estate planning and probate practice.
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