Estate and Trust Administration

Course Number: 
641

In Estate and Trust Administration, students focus on what a lawyer does once an estate or trust is in the administration process (after death or after funding of the trust). The course is divided into two units: Estate Administration and Trust Administration. In the unit on Estate Administration, students will learn about the probate process, from filing letters testamentary to probating the will to rendering a final accounting. In the unit on Trust Administration, students will learn the role of a trustee throughout the process of overseeing the trust, from funding and investment to distribution and termination, with an emphasis on fiduciary duties. In some versions of the course, students may receive an introduction to the tax implications and tax filing requirements that arise during the administration of a trust or an estate. Prerequisite: Wills, Trusts and Estates (540).

Credits:
2 or 3


Page last updated: Thu, 08/22/2013 - 09:58