MyCAA-APPROVED CRIMINAL JUSTICE COURSE

WILL TRUSTS & ESTATES SPECIALIST

This course examines the everyday use of laws that govern how these instruments can be passed on from generation to generation as intended by the original or subsequent owners.

CERTIFICATION: MOS

PROGRAM COSTS: Varies

COURSE CONTACT HOURS: 375

PROGRAM DURATION: 6 Months

EXTERNSHIP AVAILABLE: Yes

The Wills, Trusts & Estates Specialist

The intergenerational transfer of wealth is controlled by both statutory and common law principles applicable to a particular jurisdiction. Competing views of the individual’s freedom of disposition and state power both to channel and to tax property have led to an interesting and complex array of legal devices and institutions that govern the proper way to gift certain types of property, trusts and other instruments of ownership. From statutory intestacy and elective share provisions, wills, and trusts to planning for incapacity, future interests in property, powers of appointment, life insurance, and introductory aspects of trust and estate administration, this course examines the everyday use of laws that govern how these instruments can be passed on from generation to generation as intended by the original or subsequent owners.

The Wills, Trusts & Estates Specialist Program

This program explores the ins and outs of the legal and ethical requirements necessary to develop and administer an estate plan. Students will be introduced to highly-specialized legal vocabulary pertaining to these particular legal fields, as well as relevant substantive and procedural law that govern wills, trusts and estates.
For those students looking toward law school or who are interested in the paralegal profession, this program offers an incredibly useful and realistic look into the actual work that lawyers and legal professionals do every day. As part of this course, students will produce an estate planning and estate administration portfolio of relevant documents that thoroughly covers the wills, trusts, and estates legal specialty.

After completing this course, you should be able to:

  • Examine estate planning considerations
  • Analyze the rules of intestate succession
  • Describe the requirements for a valid will
  • Prepare a living will and powers of attorney
  • Prepare a basic will
  • Examine the requirements of trusts and supporting documents
  • Describe the duties of a personal representative and procedure for appointment
  • Create the initial estate administration documents
  • Prepare an inventory document
  • Examine creditor claims
  • Describe tax law as it relates to estate planning
  • Prepare final accounting and estate closing documents
  • Describe estate administration concerns
  • Use Microsoft Office

Technical Requirements

WINDOWS USERS

  • Windows 7, XP or Vista
  • 56K modem or higher
  • Soundcard & Speakers
  • Firefox, Chrome or Microsoft Internet Explorer

MAC OS USERS

  • Mac OS X or higher (in classic mode)
  • 56K modem or higher
  • Soundcard & Speakers
  • Apple Safari

SUPPORTED BROWSERS

System will support the two latest releases of each browser. When using older versions of a browser, users risk running into problems with the course software.

  • Windows Users: Firefox, Chrome, Explorer
  • Mac OS Users: Safari, Chrome, Firefox

SCREEN RESOLUTION

We recommend setting your screen resolution to 1024 x 768 pixels.

SUGGESTED PLUGINS

  • Flash Player
  • Real Player
  • Adobe Reader
  • Java

 

I had someone there every step of the way. They walked me through what could have been a very stressful process. It put me on a path that started an epic journey.

-Kasey, Fort Riley

Everything was easy and my advisor with The Major Group walked me through it all. This was my third time going to college and by far the least stressful enrollment process.

-Felicia, Ft. Campbell

I loved the whole process. Everyone was very helpful and made sure that the program I wanted to join was something I wanted to do. It also helped me put my goals in place.

-Crystal, Fort Riley

There was a lot of help along the way, which was great. It was smooth and everything went well.

-Elizabeth, Fort Gordon

It was easy, simple, and quick. There was someone there every step of the way to help you fill out all the required documents. I would recommend to all military spouses who want to go to school, especially if you’re a stay-at-home spouse.

-Aeisha, Hunter Army Air Field

Everything was very easy to do and got done rather quickly from start to finish.

-Anne, Schofield Barracks, Hawaii

The enrollment process was quick and easy. Lots of help when needed.

-Rita, NAS JRB Fort Worth

 

"I had someone there every step of the way. They walked me through what could have been a very stressful process. It put me on a path that started an epic journey."

-Kasey, Fort Riley

"Everything was easy and my advisor with The Major Group walked me through it all. This was my third time going to college and by far the least stressful enrollment process."

-Felicia, Ft. Campbell

"I loved the whole process. Everyone was very helpful and made sure that the program I wanted to join was something I wanted to do. It also helped me put my goals in place."

-Crystal, Fort Riley

"There was a lot of help along the way, which was great. It was smooth and everything went well."

-Elizabeth, Fort Gordon

"It was easy, simple, and quick. There was someone there every step of the way to help you fill out all the required documents. I would recommend to all military spouses who want to go to school, especially if you’re a stay-at-home spouse."

-Aeisha, Hunter Army Air Field

"Everything was very easy to do and got done rather quickly from start to finish."

-Anne, Schofield Barracks, Hawaii

"The enrollment process was quick and easy. Lots of help when needed."

-Rita, NAS JRB Fort Worth

STILL CONSIDERING YOUR OPTIONS?

Check out our entire MyCAA-approved program offerings:

  STAY INFORMED

If you’d like to know when we have new courses, new programs, new ideas, new promotions — you know, all new and good stuff — then get on this email list. We keep messages short and sweet, and only send them when there’s something really good happening, like giving away a vacation (yeah, we did that).

We are proud partners with organzations that provide military spouse support and employment.

Military Spouse Employment Partnership Logo Military Spouse Mentor Logo National Military Family Association Logo Hiring Our Heroes Logo USA Cares Logo

We are proud partners with organizations that provide military spouse support and employment.

Military Spouse Employment Partnership Logo Military Spouse Mentor Logo National Military Family Association Logo Hiring Our Heroes Logo USA Cares Logo

© The Major Group™ 2010- All rights reserved • Business Terms and ConditionsBranding and Website by Red Chalk Studios