PAL 121 - Estates and Trusts 1

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.

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

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