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This course includes a detailed study of testacy and intestacy, preparation of wills and codicils, and fundamentals of trust and probate administration.
Students learn the role that wills, trusts and powers of attorney play in the management of personal assets. Further, students become thoroughly familiar with the procedures employed to open, manage, and close Decedents’ Estates, Conservatorship, Guardianships, Small Estates, and Refusal of Letters.
180 Days
December 29, 2022
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Duration: Self-paced- Instructor Guided | 6 months to completeCredits: 20 Clock hours | 2.0 ICAET CEU| CLE: Refer to state Bar RulesWhat is covered:
- The estate plan and the purpose and need for a will
- The concept of property related to wills, trusts, and estate administrations
- The law of succession: death testate or intestate
- Wills: validity requirements, modification, revocation, and contests
- Preparation to draft a will: checklists and the conference with the client
- Final draft and execution of a valid will
- The participants and the proper courts
- Personal representatives: types, pre-probate duties, and appointment
- Probate and estate administration
- Informal probate administrations
- Tax considerations in the administration of estates
- Introduction to trusts
- Classification of trusts, the living trust, and other special trusts
- Estate planning
- Long-term care
- Sample forms
- Sample marital deduction testamentary trust
Course book: Walter/Wright's WILLS, TRUSTS, AND ESTATE ADMINISTRATION Textbook.
Course Curriculum
CATHY L. PURVIS LIVELY. ESQ.
Practice Areas:
Matrimonial and  Family Law including, Divorce (dissolution of marriage), Prenuptial Agreements, Modification, Child Custody, Child Support, Paternity, Domestic Violence, Family Mediation, Preparation of Simple Wills, Living Wills and Health Care Designation.
Admitted to Practice: United State Supreme Court, United States District Court for Southern District of Florida
Certifications: Florida Supreme Court Certified Family Mediator; Qualified Parenting Coordinator.
