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Course Description

Instruction focuses on post-death considerations in the areas of wills and trusts. Specific topics include probate administration, trust administration, intestate succession, informal probate administration, and basic estate and income tax considerations for trusts and estates. Students are exposed to probate forms actually used by practicing paralegals. Students focus on the legal assistant's application of concepts learned and work with the instructor to solve real-life fact problems.

Learner Outcomes

Upon successful completion of the course, students will be able to:

  • Determine the differences between a simple living trust, a bypass (AB) living trust, and a child’s trust
  • Analyze testamentary documents, and assets and debts
  • Identify techniques of non-probate, probate, and trust administration
  • Recognize procedures of estate tax and income tax administration

Prerequisites

Fundamentals of Paralegal Studies or consent of program director

Notes

Certification Disclosure: In California an individual may qualify to hold one’s self out as a paralegal in one of several ways including earning a certificate of completion of a paralegal program approved by the American Bar Association. (Calif. Bus. & Prof. Code §6450(c)(1).) The Paralegal Professional Certificate program offered by UCSB PaCe satisfies the requirements of California law in this regard.

 

Applies Towards the Following Certificates

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Type
Online
Dates
Apr 01, 2024 to Jun 14, 2024
Contact Hours
27.0
Delivery Options
Online on Demand  
Course Fee(s)
Course Fee credit (3 units) $575.00
Potential Discount(s)
Available for Credit
3 units
Instructors
Section Notes

Steps to Enroll

How to Access Your Online Course:
IMPORTANT: Click here for instructions on to access your online course

Required Textbook(s):
Students are required to purchase the textbook(s) below prior to the first class meeting. Textbooks can be purchased from the vendor of your choice.
The Executor's Guide: Settling a Loved One's Estate or Trust
Author: Randolph, Mary
Edition: 9th Edition by Nolo Press
ISBN-9781413328325

No refunds after 4/14/24
A minimum $40 non-refundable administrative fee per course is charged for all drops. See the full Drop Policy here.