May 23, 2024  
2022-2023 Catalog 
2022-2023 Catalog [ARCHIVED CATALOG]

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PAL 121 - Estates and Trusts 1

Credits: 3
3 Lecture Hours

An introduction to trusts set up during a person’s lifetime and trusts and estates set up at a person’s death.
Learning Outcomes
Upon successful completion of the course, the student will:

  1. Develop legal skills that will work with a full practical knowledge of estates and trusts, enable them to know how to find estates and trusts law when the answers are not readily available and to administer assistance to the legal profession in accomplishment of these goals.
  2. Utilize the techniques and skills necessary to draft and complete documents relating to estates and trusts.
  3. Recognize the legal and ethical obligations of an estate professional to beneficiaries, the courts and other interested third parties and agencies.
Listed Topics
  1. Introduction and source of law
  2. The participants and the proper court
  3. The concept of property relating to wills, trusts, and estate
  4. The laws of succession, death testate or intestate, and the purpose of a will contests
  5. Preparing to draft a will: checklists
  6. Wills: validity, requirements, modification, revocation, and Pennsylvania probate procedure
  7. The conference with the client and confidentiality
  8. Estate planning and introduction to estate administration
  9. Death, taxes
  10. Legal and ethical obligations of an estate professional
Reference Materials
Contemporary texts, software, and appropriate A-V materials.
Approved By: Lauth, Laurence Date Approved: 01/17/1983

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