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Course Descriptions

PLS 274 - Estate Planning, Estates and Trust Administration

3 Credits

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.

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

Course Learning Outcomes
1. Evaluate fact patterns involving wills, estates, and trusts.
2. Explain the procedures for filing a voluntary administration of small estates.
3. Explain the filing procedures for the probate of an estate.
4. Explain the procedures for filing estate taxes.

Course Offered Fall

Use links below to see if this course is offered:
Fall Semester 2024
Summer Session 2024