Calumet College of St. Joseph

SYLLABUS FOR PROBATE WILLS AND TRUSTS

Term: Fall, 2001-2002 (013) (Sept. 4 – Dec. 15)

Course Number: PAR 496N

Instructor: Mr. Robert DeLoney

Office:

Office Phone: 219-473-4294

E-mail: DelhubL@aol.com

Home Phone: (optional)

Office Hours:

Instructor Background: (education, position held, interests…etc)

Course Time: Thursdays 7:00 – 10:00pm

Course Description: This course presents fundamental concepts of the law of wills, trusts and probate administration with emphasis on the paralegal’s role. The student will define and properly use terminology relating to wills, trusts and probate administration; locate, describe and analyze sources of law relating to wills, trusts and probate administration; describe the role and ethical obligation of the paralegal in will, trusts and probate administration and draft documents commonly used in wills, trusts and probate administration.

Prerequisite: None

Learning Outcomes/ Competencies:

Students in this course will:

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Textbooks: Wills Trusts and Estates by Suzan D. Herskowitz

Grading will be as follows: Quizes 1and 2 25% per quiz, 40% final and 10%

outside

Learning Strategies: (Group Discussions, Team Projects, Collaborative Learning, Lecturing…etc.)

Assessment:

Exams (Midterm, Final, Quizzes)

Quiz 1 ___25__% of grade

Quiz 2 ___25__% of grade

Final Exam ___40__% of grade

Class participation/collaboration/attendance/assignments ___10__% of grade

Class Policy for Assignments:

Grading Scale:

A: 92-100 A-: 90-91 B+: 88-89 B: 82-87 B-: 80-81 C+: 78-79

C: 72-77 C-: 70-71 D+: 68-69 D: 62-67 D-: 60-61 F: 59 & below

Class Policy on Attendance:

Class Policy on Electronic Devices: (Optional)(Cell phones, Beeper, Pagers…etc.)

Course Outline:

Class Dates: Topics/Assignments:

WILLS, TRUSTS, and ESTATES

CLASS SCHEDULE

May 2 Chapts. 1,2, Purpose and Need for a Will / Property

9 Chapts. 2,3 Property / Testate or Intestate

16 Chapts. 4 The Will

23 Chapt. 5 Will Preparation and Drafting

30 Chapt. 6 Advance Directives (QUIZ CHPS 1-5)

June 6 Chapt. 7 Trusts: Elements and Purpose

13 Chapt. 8 Specialized Trusts

20 Chapt. 9 The Personal Representative

27 Chapt 10 Estate Administration (QUIZ CHPS 6-9)

July 11 Chapt. 11 Tax Consideration in Estate Admin.

18 Chapt. 12 The Probate Court and Uniform Laws

25 OVERALL REVIEW

Aug. 1 FINAL EXAM ( Chapts 10-12, and at least 1 question

From all previous chapters)