Course Number & Name:  PLS 203 Wills and Estate Administration

Credit Hours:  3.0             Contact Hours:  3.0          Lecture:  3.0       Lab:  N/A             Other:  N/A

Prerequisites:  Grade of “C” or better in ENG 101
Concurrent Courses: Grade of “C” or better in PLS 101

Course Description:  Students are introduced to the basic provisions of the law of wills and estates.  They learn to draft wills and other appropriate instruments.  The laws of intestate succession and the law of trusts are also examined.  The course also examines the role of the paralegal, the Code of Professional Ethics, and other related standards of proper conduct.

<!–Course Goals: Upon successful completion of this course, students should be able to do the following:

  1. discuss and examine the codes of professional conduct;
  2. describe the development and history of wills and estates;
  3. explain the process of descent and distribution;
  4. describe the treatment of the various categories of potential heirs;
  5. describe and/or explain other intestate succession issues;
  6. describe and explain the requirements for a valid will;
  7. discuss changing circumstances after will execution regarding property;
  8. discuss changing circumstances after will execution regarding persons;
  9. describe the process involved in the revocation of wills;
  10. describe the process involved in the interpretation and construction of wills;
  11. describe and explain the requirements for will contests;
  12. identify and describe will issues such as conditions wills, combination wills, election wills, and disclaimer;
  13. describe and discuss the process of estate administration;
  14. identify, describe, and discuss non-probate transfers;
  15. describe and explain inter vivos transfers;
  16. define and describe the various types of co-ownership of property;
  17. list, define, and describe multiple-party accounts;
  18. describe the impact of contracts on wills and estates;
  19. define, describe, and explain how trusts operate;
  20. describe and discuss the creation of a trust;
  21. describe and discuss trust administration;
  22. identify, describe, and discuss trust enforcement;
  23. define and describe the purpose for a resulting trust;
  24. describe and discuss constructive trusts;
  25. describe and discuss the transfer of wealth through taxation;
  26. discuss disability and death planning; and
  27. discuss malpractice and professional responsibility.


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