Course Description

Course Title: Probate
Course Number: PA 2204
Credits: 3 semester credits
Prerequisites: PA 1102 - Introduction to Law and Contracts
Recommendations: This course requires the knowledge of legal analysis, the ability to do light legal research based on directions provided by the instructor, and the aptitude to learn how to draft pleadings or legal documents.
Catalog Description: Examines probate procedures as practiced under Minnesota Law as well as relevant federal estate, gift, and Minnesota estate taxes. The course is practical in orientation and is designed to give the student a working familiarity with tax and probate court forms as well as the accounting procedures necessary to complete these forms.
Outcomes: Students will be able to:
  • Summarize, interpret and analyze the general techniques and practices involved in a probate practice with working knowledge of estate planning as well as estate administration tools and procedures.
  • Draft a simple will.
  • Know the differences between trusts and wills, and how to determine when one is appropriate.
  • Discriminate between powers of attorney and conservatorship/
    guardianship proceedings.
  • Review and conduct basic estate administration including estate taxation.
  • Develop, use and discuss probate and estate terminology.
  • Recall, interpret and analyze the basic rules of legal professional responsibility, ethical considerations and client confidentiality as it relates to probate.
  • Draft basic probate forms.
Topics Covered:
  1. Introduction to Estate Planning Law
    (3 Hours)
  2. Types of Property Ownership (2 Hours)
  3. Intestate Succession (3 Hours)
  4. Testate Succession (5 Hours)
  5. Will Drafting (3 Hours)
  6. Trusts (5 Hours)
  7. Probate (14 Hours)
  8. Taxation (5 Hours)
  9. Guardianship and Conservatorship
    (5 Hours)
  10. Ethics (3 Hours)

Total Semester Hours: 48 Hours

Course Objectives: To provide students with a basic understanding of estate planning, probate, guardianship/
conservatorships law and procedures. The student will be exposed to the basic requirements of will and trust drafting, estate administration and probate.
Outcomes Measures: The student may take exam(s) and complete hands-on written drafting projects. The final grade will be a letter grade (A-F).

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