Estate Planning and Administration
LAW-40017
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.
Course Format
UCSD Extended Studies operates in Pacific Standard Time and therefore all course deadlines are held to Pacific Standard Time (PST).
Course Information
Course sessions
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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.
Textbooks:
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.
Policies:
- No refunds after: 4/10/2025
Note:
Schedule:
Instructor:
Carolyn Brock, J.D.
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; “Drafting Qualified Domestic Relations Orders”, Dicta, San Diego County Bar Association, Lawyers Magazine, September, 1996; “Another QDRO Pitfall: Early Retirement Incentive Programs - Separate or Community Property?”, Dicta, San Diego County Bar Association, Lawyers Magazine, June 1997. Most recently Ms. Brock was published in Business Succession Planning: Strategies for California Estate Planners and Business Attorneys (Cal CEB 2010), Chapter 20, “Integrating Succession Plan with Estate Plan” as a co-author with Kevin S. Veenstra, Esq.
Ms. Brock has lectured on estate planning and probate for professional and public groups. In particular, National Business Institute for Continuing Legal Education for Professionals between 2007 and 2009, lectured on probate basics; advanced probate issues; estate planning basics, drafting wills & trusts; and asset protection in every day planning. Ms. Brock teaches a spring course for paralegals through UC San Diego Extension on estate planning and administration.
