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PLG 230 - Estates, Trusts and Wills

Course Description

This is a task-oriented course that emphasizes the terminology, forms and procedures of probate and estate administration. Students also learn to draft a simple trust and a will.

Upon successful completion of this course, students should be able to:

List and describe the duties of an estate paralegal.
Construct a family tree for the decedent and determine which of the decedent's surviving relatives are entitled to share (and to what degree) in the decedent's estate.
Gather necessary information to complete and file petitions for Letters.
Apply the rules concerning advertising of the grant of Letters and identify the reasons for and advantages of advertising.
Complete the renunciation form.
Identify and differentiate between various grounds for contesting a will.
Calculate the surviving spouse's elective share.
Identify and differentiate between survival actions and wrongful death options.
Gather information, complete and file various State and Federal tax returns.
Draft and file a basic accounting with the Probate Court.
Draft and file Satisfaction of Reward/Receipts and Releases.
Identify procedures for handling small estates and ancillary administration.
Draft a simple trust.
Apply relevant modern technologies.
Discuss relevant ethical issues.

Credit Hours: 3
Lecture Hours: 3

Course Prerequisites: PLG 110