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PLG 215: Wills and Probate

Course Description

This will focus on an introduction to the subject of wills and probate law. Topics include: basic estate planning including drafting a basic will, as well as the five basic steps of estate administration. (3 credits)

Prerequisite

  • None

Student Learning Outcomes (SLOs)

Upon successful completion of the course the student will be able to:

  1. Provide definitions when given a list of the key terms in probate law with 80% accuracy.
  2. Identify and correct and false statements about elder law based on the information provided in the text and lectures with 80% accuracy.
  3. Give probate documents, locate correct information in response to questions posed in hypothetical fact situations.
  4. Identify, explain, and classify the various kinds of property, such as real and personal property.
  5. Identify the disadvantages of failing to have an estate plan in clear and concise writing.
  6. Describe and draft certain estate planning documents: codicil, power of attorney, healthcare proxy, and living will.
  7. Give a hypothetical situation, describe the procedure for executing a will.
  8. Outline the four elements of a trust; the correct answer will include an explanation of a designated beneficiary, a designated trustee, a fund, and actual delivery by the settler to the trustee.
  9. Explain the three powers that a personal representative may have. Name two duties of a personal representative.
  10. Name the purpose of a petition, its sections, and draft a petition for estate administration.
  11. Explain the procedures for notification of creditors, creditors’ options, and how the estate may respond to a claim.
  12. Explain the inheritance tax and how it is calculated.
  13. Compare and contrast ancillary and domiciliary administration.

General Education Outcomes (GEOs)

Please check the applicable GEOs for this course, if any, by outcomes at GEO Category Search, or by subject area at GEO Discipline Search.

Course Activities and Grading

Assignment(s)Weight

Discussions (Weeks 1-7)

35%

Study Guides (Weeks 1-7)

15%

Midterm Exam (Weeks 4)

20%

Final Exam (Week 8)

30%

Total

100%

Required Textbooks

Available through Charter Oak's online bookstore

  • Gibson, Pamela (2009).Wills, Trusts and Probate Law for Paralegals. Prentice Hall Publishing. ISBN-10: 0132369826 or ISBN-13: 9780132369824

Course Schedule

WeekSLOsReadings and ExercisesAssignment(s)

1

1-5

Topic: Wealth, Property & Estates

  • Chapter 1 (pgs 1-15)

Topic: Intestate Succession

  • Chapter 2 (pgs 16-26)
  • Read assigned chapters
  • Participate in the Discussion
  • Review the Lecture material
  • Complete Study Guide

2

1-3, 6, 7

Topic: Basic Estate Planning

  • Chapter 3 (pgs 27-46)

Topic: Drafting a Basic Will

  • Chapter 4 (pgs 47-64)
  • Read assigned chapters
  • Participate in the Discussions
  • Review the Lecture material
  • Complete Study Guide

3

1-3, 8

Topic: Trusts

  • Chapter 5 (pgs 65-90)
  • Read assigned chapter
  • Participate in the Discussions
  • Review the Lecture material
  • Complete Study Guide

4

1-3, 9

Topic: Overview of Estate Administration and the Personal Representative

  • Chapter 6 (pgs 93-112)

Midterm Review

  • Chapters 1-5
  • Read assigned chapter
  • Participate in the Discussions
  • Review the Lecture material
  • Complete Study Guide for the week
  • Review Study Guides for weeks 1-4 in preparation for midterm exam
  • Complete Midterm Exam

Midterm Exam
Chapters 1-5
SLOs 1-8

5

1-3, 10

Topic: Issurance of Letters of Appointment

  • Chapter 7 (pgs 113-151)
  • Read assigned chapter
  • Participate in the Discussions
  • Review the Lecture material
  • Complete Study Guide

6

1-3, 11, 12

Topic: Inventory and Appraisal and Creditors' Claims

  • Chapter 8 (pgs 152-178)

Topic: Tax Documents

  • Chapter 9 (pgs 179-200)
  • Read assigned chapters
  • Participate in the Discussions
  • Review the Lecture material
  • Complete Study Guide

7

1-3, 13

Topic: Final Account and Closing the Estate

  • Chapter 10 (pgs 201-232)

Final Review

  • Chapters 1-10
  • Read assigned chapter
  • Participate in the Discussions
  • Review the Lecture material
  • Complete Study Guide for the week
  • Review Study Guides for Weeks 1-7 in preparation for Final Exam

8

Final Exam
Chapters 1-10
SLOs 1-13

COSC Accessibility Statement

Charter Oak State College encourages students with disabilities, including non-visible disabilities such as chronic diseases, learning disabilities, head injury, attention deficit/hyperactive disorder, or psychiatric disabilities, to discuss appropriate accommodations with the Office of Accessibility Services at OAS@charteroak.edu.

COSC Policies, Course Policies, Academic Support Services and Resources

Students are responsible for knowing all Charter Oak State College (COSC) institutional policies, course-specific policies, procedures, and available academic support services and resources. Please see COSC Policies for COSC institutional policies, and see also specific policies related to this course. See COSC Resources for information regarding available academic support services and resources.