PA 2204 - Probate Law

3 Credits
Examines wills, trusts, intestate succession, probate proceedings and estate administration under Minnesota Law. Provides an overview of relevant federal and state tax law as it pertains to estates. Provides practical experience in drafting estate, probate and tax documents.

Pre-Requisites Grade of C or higher in PA 1102

Major Content Areas
Health Care Directives (2.08%)

Types of Property Ownership (4.16%)

Electronic Document Assembly Training (2.08%)

Introduction to Estate Planning Law (6.25%)

Wills (16.66%)

Guardianship and Conservatorship (6.25%)

Ethics (6.25%)

Probate (18.75%)

Intestate Succession (8.35%)

Trusts (10.42%)

Taxation (18.75%)

Learning Outcomes
Develop, use and discuss probate and estate terminology.

Know the differences between trusts and wills, and how to determine when one is appropriate.

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.

Review and conduct basic estate administration including estate taxation.

Draft probate documents.

Discriminate between powers of attorney and conservatorship/guardianship proceedings.

Recall, interpret and analyze the basic rules of legal professional responsibility, ethical considerations and client confidentiality as it relates to probate.