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Fall 2018

Paralegal Courses:

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PLG225 - Trusts and Estates

Credits: 3

Catalog Description: Study the essential legal requirements of last wills and testaments, trusts and estate planning. Procedures for the probate and administration of estates will be covered in detail. Prerequisite: PLG114 or consent of program director.

Lecture: 3 hrs.

Course Learning Outcomes (CLOs):
Upon the successful completion of this course, as documented by several tests and written assignments, students will be able to:

* 1. Describe on a unit test at least four (4) of the benefits of a last will and testament.
* 2. Demonstrate the ability to draft a last will and testament and a self-proving affidavit.
3. Explain at least three (3) of the legal implications of dying without a will.
4.Explain the purpose of and at least three (3) of the principal tools available for estate planning.
5.Identify and explain probate property and non-probate property, and be able to explain the significance of each with respect to the estate settlement process.
6.Determine the persons who would inherit property based upon the laws of intestate succession.
7.Discuss the legal concept "spousal right of election."
8. Describe in detail the statutory requirement for executing a will.
9.Explain and describe at least three (3) of the grounds for contesting the probate of a will.
10. Explain the legal requirements and essential components of inter vivos and testamentary trusts.
11. Apply the Code of Professional Responsibility to a legal problem.
12. Select and draft the proper forms for a probate proceeding, an administration proceeding or a small estate proceeding.
13. Demonstrate the ability to assist an attorney in the drafting of a final income tax return, a fiduciary return and an estate tax return.

* These course objectives have been identified as student learning outcomes that must be formally assessed as part of the College Comprehension Assessment Plan. All faculty teaching this course must collect the required data and submit the required analysis and documentation at the conclusion of the semester to the Office of Assessment and Special Projects.


Content Outline:
Surrogate Court Procedure: Terms and Definitions
Wills and Will Drafting
Probate Procedure
Interstate Administration Procedure
Small Estate Procedure
Spousal Elective Share
Will Contest
Will Revocation
Testamentary and Inter Vivos Trusts
Fiduciary Duties
Tax Considerations and Consequences

Effective Term: Fall 2004