Estates and Probate
Course Number: 10110114
10-110-114 ESTATES AND PROBATE ...exploration of estate planning and probate practice; classification of property and property ownership; intestate succession; introduction to trusts, powers of attorney and other estate planning documents; drafting, modifying, revoking and contesting wills; drafting probate documents; ethical issues and the paralegal's role in estate planning and probate practice. (Associate Degree Prerequisite: 10-110-101, Paralegal Intro/Legal Ethics with a "C" or better; Technical Diploma Corequisite: 10-110-101, Paralegal Intro/Legal Ethics)
Course Typically Offered
- Classify property as real property, intangible personal property, tangible personal property, probate property and non-probate property.
- Classify property ownership as sole or multiple party ownership and explain how different types of property ownership affect issues in estate planning.
- Differentiate between testate and intestate succession of various classifications of property.
- Use effective checklists for gathering information relevant to estate planning.
- Draft a valid will.
- Explain how wills are modified and revoked.
- Summarize probate in Wisconsin.
- Draft informal probate and estate administration forms used in Wisconsin.
- Identify different types of trusts and their elements.
- Explore documents used in a comprehensive estate plan.
- Describe the function of a paralegal in an estate planning and estate administration law practice.
- Describe ethical issues commonly arising in estate planning and estate administration.