This course explores the paralegal’s role in estate planning. The requirements of creating enforceable wills and trusts will be covered, and study of resulting and constructive trusts will be provided.
David P. Dougherty, J.D.
Upon completion of this course, students will:
Required textbooks for this course:
Highly Recommended Legal Resources:
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Students will read the course textbook in its entirety quickly during the first week of the course to obtain an overview of estate planning. Afterwards, read each chapter more carefully while taking notes regarding important terms and concepts.
There are two 100 point writing assignments due using standard form books such as West’s Legal Forms or American Jurisprudence Legal Forms: the preparation of a Simple Will and a Revocable Living Trust for hypothetical clients. The writing assignments are due by the end of the course.
The first three tests should be turned in after the second week and the final two tests by the last week of the course. Tests are worth 50 points each.
Bulletin Board Assignments:
You will also post your responses to six class participation assignments. These assignments are referred to as Bulletin Board Submissions and will be submitted by either selecting Bulletin Board Submission from within the lesson material, or by selecting ‘Forums’ under Activities on the Left Hand Block.
All lesson objectives, assignments, and tests can be found in the Lesson Materials.
Your grade will be based on your completion of two writing assignment assignments, five tests, and class participation/Bulletin Board Submissions. The tests and writing assignments can be accessed from within the lesson material, or by selecting ‘Assignments’ under Activities on the Left Hand Block. You will have the opportunity to engage in “class participation” by using the Bulletin Board tool to respond to the bulletin board assignments throughout the course. Also, participating in the bulletin board assignments will enhance your understanding of the reading material.
Your final grade will be figured as follows:
Students may drop the course with a full tuition refund less a non-refundable $15 administrative fee if written notice is sent to The Center for Legal Studies by email at email@example.com by the Wednesday before class begins. Students may drop the course with a 50% tuition refund if written notice is sent to The Center for Legal Studies by email at firstname.lastname@example.org anytime from the Thursday before the course begins until the first Thursday of class. After the first Thursday of class, no refunds will be issued.