This course is designed to assist legal professionals in understanding the areas in which an estate law practice is typically carried on. Students will learn the dual meaning of the word ‘estate’ as denoting the total property of a living or a deceased person: this course is concerned with both meanings. This course is divided into three subjects; estate planning, estate administration, and estate litigation. Estate planning deals with estate planning documents such as wills, powers of attorney and trusts, how they are created and interpreted, and the implications of not having them. Estate Administration involves all of the tasks necessary in transferring the assets of a deceased person to the person or persons entitled to them, who are normally the beneficiaries and creditors of the estate. These tasks are performed by the estate trustee. This section also deals with Powers of Attorneys and Trusts and their administration. The third or last subject, estate litigation, deals with the conflicts and resulting litigation that can arise during the course of the administration of the estate.
Introduction to the Legal System and Real Estate Law or equivalent knowledge and experience.
Students enrolled in this course receive text and/or other related resource materials. There is a final exam to evaluate student progress for this course. Participants who receive 70% or higher overall will receive a certificate.
Module 1: Introduction to Estate Planning
Module 2: Wills and Intestacy
Module 3: Powers of Attorney and Trusts
Module 4: Trustee Status and Preliminary Steps
Module 5: Applying for a Certificate of Appointment
Module 6: Collecting the Assets and Creditors
Module 7: Beneficiaries and Administering Trusts
Module 8: Estate Litigation, Challenging a Will, and Statutory Forms