Estate Planning and Administration

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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4/5/2021 - 6/11/2021

$495

Online

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• SECTION ID:

  156292

• CLASS TYPE:

  Online Asynchronous.
  
  All instruction and course materials delivered and completed online between the published course start and end dates.

• INSTRUCTOR:
  

  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

• TEXTBOOKS:

  REQUIRED

  Basic Wills, Trusts, and Estates for Paralegals (Paralegal Series) 8th
  by Jeffrey A. Helewitz
  ISBN / ASIN: 9781543801057

  You may purchase textbooks via the UC San Diego Bookstore.

• POLICIES:

  No refunds after: 4/12/2021.
  

• NOTE:

  This is an Online Asynchronous course. All instruction and course materials delivered and completed online between the published course start and end dates.

• DATE & LOCATION:

  4/5/2021 - 6/11/2021
  extensioncanvas.ucsd.edu
  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.