Do you want to contribute productively to an attorney's practice in estate planning, estate administration, and conservatorships? This course presents the substantive background and problem-spotting skills necessary to enable a paralegal to do just that. Topics include wills, trusts, durable power of attorney, life insurance, joint tenancy, retirement benefits, summary administration, probate administration, trust administration, conservatorships, and applicable tax laws.
Note: Elective for Paralegal Certificate.
Course Number: LAW-40017
Credit: 3.00 unit(s)
Related Certificate Programs: Paralegal Studies (ABA Approved)
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4/10/2023 - 6/16/2023
This course is entirely web-based and to be completed asynchronously between the published course start and end dates. Synchronous attendance is NOT required.
You will have access to your online course on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.
Brock, Carolyn R, Owner, Law Office of Carolyn R. Brock
Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Ms. Brock was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June 1, 2004. Ms. Brock is the author of various articles including: “Nonfiduciary Liability Under ERISA”, San Diego Justice Journal Vol. 1, No. 1, Summer 1993; &ldqu...Read More
Basic Wills, Trusts, and Estates for Paralegals 9th
by Jeffrey A. Helewitz
ISBN / ASIN: 9781543847642
You may purchase textbooks via the UC San Diego Bookstore.
No refunds after: 4/14/2023.
This is an Online Asynchronous course. All instruction and course materials delivered and completed online between the published course start and end dates. You will have access to your course on the published start date OR 1 business day after your enrollment is confirmed, if you enroll on or after the published start date.
To login to your course, go to your MyExtension account, select My Courses, select this course and then click the link that appears under Online Provider.
4/10/2023 - 6/16/2023
You will have access to your course materials on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.
There are no sections of this course currently scheduled. Please contact the Business, Professional & Legal Programs department at 858-534-8131 or firstname.lastname@example.org for information about when this course will be offered again.