PLS 274 - Estate Planning, Estates and Trust Administration | Course Descriptions | Monroe Community College
PLS 274 - Estate Planning, Estates and Trust Administration

Introduces students to the concepts and forms necessary for estate planning and estate and trust administration. Students learn to assist the attorney with a variety of tasks, from opening the estate and appointment of a fiduciary to filing of final account and distribution of assets. Forms, checklists, and deadlines for Federal and New York income, estate, and gift taxation laws and regulations are emphasized. Probate practice is an important area of employability of paralegals. A basic foundation in New York Estates, Powers, and Trusts Law, Uniform Court Rules, and the procedures and forms used in Surrogate's Court Practice will increase a paralegal's value to the firm. Three class hours.

3 Credits

Prerequisites: Successful completion of PLS 260 and PLS 266, or permission of program director.

Course Offered Fall only

Use links below to see if this course is offered:
Fall Semester 2016
Summer Session 2016

Contact Information

Damon City Campus
4th Floor, Room 171
M-F 8:45 a.m. - 4:45 p.m.
(585) 262-1770