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Wills, Trusts, and Estate Administration

Name: Wills, Trusts, and Estate Administration
Price: 200.00 USD

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This course includes a detailed study of testacy and intestacy, preparation of wills and codicils, and fundamentals of trust and probate administration.
Students learn the role that wills, trusts and powers of attorney play in the management of personal assets. Further, students become thoroughly familiar with the procedures employed to open, manage, and close Decedents’ Estates, Conservatorship, Guardianships, Small Estates, and Refusal of Letters.

TAKE THIS COURSE

$200.00

Course Access

180 Days

Modules

1

Students

1

Posted by

Cathy Lively

Certification

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Short Course Description

Duration: Self-paced- Instructor Guided | 6 months to complete

Credits: 20 Clock hours | 2.0 ICAET CEU| CLE: Refer to state Bar Rules

What is covered:

The estate plan and the purpose and need for a will
The concept of property related to wills, trusts, and estate administrations
The law of succession: death testate or intestate
Wills: validity requirements, modification, revocation, and contests
Preparation to draft a will: checklists and the conference with the client
Final draft and execution of a valid will
The participants and the proper courts
Personal representatives: types, pre-probate duties, and appointment
Probate and estate administration
Informal probate administrations
Tax considerations in the administration of estates
Introduction to trusts
Classification of trusts, the living trust, and other special trusts
Estate planning
Long-term care
Sample forms
Sample marital deduction testamentary trust

Course book: Walter/Wright's WILLS, TRUSTS, AND ESTATE ADMINISTRATION Textbook.

Instructor(s)

Cathy Lively

CATHY L. PURVIS LIVELY. ESQ. Practice Areas: Matrimonial and Family Law including, Divorce (dissolution of marriage), Prenuptial Agreements, Modification, Child Custody, Child Support, Paternity, Domestic Violence, Family Mediation, Preparation of Simple Wills, Living Wills and Health Care Designation. Admitted to Practice: United State Supreme Court, United States District Court for Southern District of Florida Certifications: Florida Supreme Court Certified Family Mediator; Qualified Parenting Coordinator.