principles.
Standard: At least 80% of all students will receive an average
grade of “70” or better on the examinations and projects. The
submissions will be reviewed with students and concepts
reinforced.
2. To provide the student with an understanding of how to
settle an estate in New Jersey through the probate process.
Consideration will be given to the administration process,
contested probate actions and their relationship to our judicial
system. Tax and accounting principal relating to wills, trusts and
estates will also be considered.
Measure: Students will take examinations and submit projects
during intervals during the course which will require the utilization
of computer assisted only and with projects that will require the
analysis and execution of the probate and estate settlement process.
Students will be required to utilize their legal research and writing
skills. Emphasis will also be placed on legal ethical concerns.
Standard: At least 80% of all students will receive an average
grade of “70” or better on these examinations and projects.
Submissions will be reviewed with students and concepts
reinforced.
Course Content:
Class Session #
Material
1 (3 hours) Introduction - Client Interview: Information Gathering,
Registration of Assets, Estate Representatives, Retainer Letters,
Testamentary and Non-Testamentary Property (Estate Planning,
Ch. 1-2)
2 (3 hours) Estate Plan Summary – General Considerations
Outright Distribution Wills, Disclaimer Trust Will,
Marital Deduction Will, Mechanics of Establishing a Trust
Under a Will (Estate Planning, Chs. 1-2)
3 (3 hours) The Single Client, Special Needs Trust, Revocable Living Trust
Other Estate Planning Techniques and Documents – Drafting
Of Documents – The Will, Clauses, Codicils, Self-Proving Will,
Acknowledgment and Affidavit Relating to Execution of Will,
Execution and Final Meeting (Estate Planning, Chs 3-4)
4 (3 hours) Project 1
2