PLG 230 - Estates Trusts Wills

Institution:

Delaware County Community College

Subject:

Paralegal

Description:

This is a task-oriented course that emphasizes the terminology, forms and procedures of probate and estate administration. Students also learn to draft a simple trust and a will. Upon successful completion of this course, students should be able to: List and describe the duties of an estate paralegal; Construct a family tree for the decedent and determine which of the decedent's surviving relatives are entitled to share (and to what degree) in the decedent's estate; Gather necessary information to complete and file petitions for Letters; Apply the rules concerning advertising of the grant of Letters and identify the reasons for and advantages of advertising; Complete the renunciation form; Gather information, complete and file inventory; Identify and differentiate between various grounds for contesting a will; Calculate the surviving spouse's elective share; Identify and differentiate between survival actions and wrongful death options; Gather information, complete and file various State and Federal tax returns; Draft and file a basic accounting with the Probate Court; Draft and file Satisfaction of Reward/Receipts and Releases; Identify procedures for handling small estates and ancillary administration; Draft a simple trust; Apply relevant modern technologies; Discuss relevant ethical issues.

Credits:

3.00

Credit Hours:

Prerequisites:

PLG 110

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.dccc.edu

Phone Number:

(610) 359-5000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

The Course Profile information is provided and updated by third parties including the respective institutions. While the institutions are able to update their information at any time, the information is not independently validated, and no party associated with this website can accept responsibility for its accuracy.