Feb 03, 2023  
2020-2021 Catalog 
2020-2021 Catalog [ARCHIVED CATALOG]

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PAL 122 - Estates and Trusts 2

Credits: 3
3 Lecture Hours

Prerequisites: PAL 121  

Students learn to prepare and file papers for appointing a decedent’s representative under a variety of local laws. Topics include discovery and valuing of estate assets, preparation of an inventory of assets and payment of a decedent’s debts. Students keep records of estate transactions to ensure that all work is accurate and performed on time.

Learning Outcomes
Upon successful completion of the course, the student will:

  1. Use 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. Apply the theory taught in Estates and Trusts 1.
  3. Prepare documents required to administer a decedent’s estate or a trust from inception.
  4. Outline the significant contributions that can be made by an efficient paralegal in an estate and trust practice.
Listed Topics
  1. Drafting and Executing a Valid Legal Will
  2. Introduction to Trusts
  3. Private Express Trusts
  4. Personal Representatives
  5. Formal Probate Administration
  6. Informal Probate Administration Under the Uniform Probate Code
  7. Tax Considerations
  8. Functions and Roles of Paralegals
Reference Materials
Contemporary texts, software, and appropriate A-V materials.
Approved By: Kingsmore, John Date Approved: 05/21/1990

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