Wills, Trusts and Estates Specialist Certificate Program

MyCAA Course Information

Course Code: MYCAA-L-WTE
Program Duration: 6 Months
Course Level: Advanced
Mentor Supported: Yes

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.

Use the form below to request information about this course.

Request Information

First Name*
Last Name*
Email Address*
Telephone Number*
Certificate Objective*
Program Interest*
Image Verification*
Image Verification
Enter the text from the image above to help combat spam. Validation of your entry is case-sensitive. If you cannot read the text above, refresh this page to view a different image.

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

MyCAA Approved
MyCAA Approved
Why ECA?

Partnered with Regionally Accredited Colleges and Universities

Online Learning

Open Enrollment

Multiple funding options

Professional Training

Optional Externships

Available 24/7

Education Consulting Associates
Search
Main Banner
law-legal-and-criminal
Badge 1
Badge 2
Badge 3
Badge 4
© 2018 Education Consulting Associates, all rights reserved worldwide.
Software: ClickCartPro, Copyright 1999-2018 Kryptronic, Inc. Exec Time: 0.09725 Seconds Memory Usage: 4.508453 Megabytes
Kryptronic Internet Software Solutions