Discuss key issues in estate planning, from the basic will to fundamental taxation considerations.
Identify relationships among key features, documents, statutes, and terminology employed in life planning, estate planning, and end-of-life planning.
Formulate solutions to common problems in probate and estate planning, including:
determination of distribution of estates under intestate statutes
common will practices
key statutes such as those covering non-probate property, ademption, family allowance, and creditors claims.
Assemble critical tools for document design, such as appropriate statutes and key facts as provided, and create a basic will, set of initial probate documents, and an advance health care directive.
Course Description Covers concepts such as the drafting of wills and trusts, administration of estates, formal and informal probate proceedings and estate tax returns. A review of the probate code and drafting projects are included. Credits: 3