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.

Prerequisites

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

PLS-274 Sections for Fall 2023

With the following scheduling option(s)

1 Section Offered

PLS-274, Section CC1

CRN #11564
Traditional (In-Person)

Instructor(s)

Jennifer Vigneri

Scheduled Meeting Times

TypeLocationDate(s)Day / Time
LectureDowntown Campus
Room 356
Aug 29th, 2023 – Oct 3rd, 2023Saturday
9:00 am - 11:50 am
LectureDowntown Campus
Room 356
Aug 29th, 2023 – Oct 3rd, 2023Tuesday, Thursday
6:00 pm - 8:40 pm
Type Lecture
Location Downtown Campus
Room 356
Date(s) Aug 29th, 2023 – Oct 3rd, 2023
Day / Time Saturday
9:00 am - 11:50 am
Type Lecture
Location Downtown Campus
Room 356
Date(s) Aug 29th, 2023 – Oct 3rd, 2023
Day / Time Tuesday, Thursday
6:00 pm - 8:40 pm