Wills, Trusts and Estates Specialist Certificate Program
MyCAA Course Information
Course Overview
This program explores the ins and outs of the legal and ethical requirements necessary to develop and administer an estate plan. Students will be introduced to highly-specialized legal vocabulary pertaining to these particular legal fields, as well as relevant substantive and procedural law that govern wills, trusts and estates.
For those students looking toward law school or who are interested in the paralegal profession, this program offers an incredibly useful and realistic look into the actual work that lawyers and legal professionals do every day. As part of this course, students will produce an estate planning and estate administration portfolio of relevant documents that thoroughly covers the wills, trusts, and estates legal specialty.Course Description
The intergenerational transfer of wealth is controlled by both statutory and common law principles applicable to a particular jurisdiction. Competing views of the individuals freedom of disposition and state power both to channel and to tax property have led to an interesting and complex array of legal devices and institutions that govern the proper way to gift certain types of property, trusts and other instruments of ownership. From statutory intestacy and elective share provisions, wills, and trusts to planning for incapacity, future interests in property, powers of appointment, life insurance, and introductory aspects of trust and estate administration, this course examines the everyday use of laws that govern how these instruments can be passed on from generation to generation as intended by the original or subsequent owners.
Program Objectives
Distinguish between types of tickets, keys and certificate authorities in a PKIAT the conclusion of this program, students will be able to:
Examine estate planning considerations
Analyze the rules of intestate succession
Describe the requirements for a valid will
Prepare a living will and powers of attorney
Prepare a basic will
Examine the requirements of trusts and supporting documents
Describe the duties of a personal representative and procedure for appointment
Create the initial estate administration documents
Prepare an inventory document
Examine creditor claims
Describe tax law as it relates to estate planning
Prepare final accounting and estate closing documents
Describe estate administration concerns
Use Microsoft Office
Video
Partnered with Regionally Accredited Colleges and Universities
Online Learning
Open Enrollment
Multiple funding options
Professional Training
Optional Externships
Available 24/7
