By appointment
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As a student you may experience a range of issues that can cause barriers to learning, such as strained relationships, increased anxiety, alcohol/drug problems, feeling down, difficulty concentrating and/or lack of motivation. These mental health concerns or stressful events may lead to diminished academic performance or reduce a student's ability to participate in daily activities. Amarillo College offers services to assist you with addressing these and other concerns you may be experiencing. If you or someone you know are suffering from any of the aforementioned conditions, you can learn more about the broad range of confidential mental health services available on campus by calling the AC Counseling Center at 806-371-5900. The AC Counseling Center website is https://www.actx.edu/counseling/ . Also, if you are in need of social services (affordable housing, utilities, transportation, food, clothing, childcare, medical/dental/vision, legal), please call the AC Advocacy & Resource Center at 806-371-5439. The AC Advocacy & Resource Center website is https://www.actx.edu/arc
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LGLA-1353-001 Wills, Trusts and Probate Administration
LGLA 1307 and BCIS 1305 or Department Chair consent Corequisite: LGLA 1355
This course presents fundamental concepts of the law of wills, trusts and probate administration with emphasis on the paralegal's role.
Student Resources Student Resources Website
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(3 sem hrs; 3 lec)
Hybrid
Administration of Wills, Trusts, and Estates, 5th edition
Gordon Brown & Scott Myers (Cengage Learning)
ISBN-13: 978-113-301-6779
3-ring notebook for portfolio items.
In order to receive your AC Connect Email, you must log in through AC Connect at https://acconnect.actx.edu .
If you are an active staff or faculty member according to Human Resources, use "Exchange". All other students, use "AC Connect (Google) Email".
I. Students and teachers have obligations to each other.
II. What I expect from students:
You will treat everyone in the class with the respect due all human beings.
You will do the work outlined in the syllabus on time.
You will not plagiarize or otherwise steal the work of others.
You will accept the consequences – good and bad – of your actions.
III. What students can expect from me:
I will treat you with the respect due all human beings.
I will treat you as an individual.
I will not discriminate against you on the basis of your identity or your viewpoints.
I will manage the class in a professional manner.
I will respond to student email within 24 hours, including weekends and holidays.
I will pursue the maximum punishment for plagiarism, cheating, and other violations of academic integrity.
I will keep careful records of your performance and progress.
I will make myself available to you for help and am willing to discuss anything even tangentially related to this class, college, law school, or the legal profession.
I will respect the fact that you have lives and commitments outside college, but I do not consider those to be excuses for not being prepared.
If I am notified in advance, I will make every reasonable effort to accommodate particular situations that may arise in your life.
I will make every reasonable effort to accommodate sudden, unexpected, extraordinary situations that are impossible for you to notify me about in advance.
I will maintain confidentiality concerning your performance.
I will provide you with professional support and write recommendations for you, if appropriate.
I will be honest with you.
Your grade will reflect the quality of your work and nothing else.
GRADING
You are expected to be prepared for and promptly attend all scheduled class meetings.
Should you miss a class, it is your responsibility to determine what you have missed and to take appropriate measures. I highly recommend that you get notes from someone in class for any class you must miss.
It is your responsibility to initiate a drop or withdrawal through the Registrar's Office. If you stop attending class, but fail to officially withdraw from the course, you will receive a final grade of F.
| WEEK | DATE | PREP FOR CLASS MEETING | CLASS MEETING | ASSIGNMENT DUE |
|---|---|---|---|---|
| 1 | August 27 | --- |
Introductions Review Syllabus Review Portfolio Assignment |
--- |
|
2 |
September 3 |
Read Chapter 1 & 2 |
Overview of Wills, Trusts, and Probate Administration Introduction to Pro Doc |
Homework: Answer "Sharpening Your Professional Skills" questions on p. 19 (1-8) and p. 45 (1-5) |
| 3 | September 10 | Read Chapter 3 | A Bundle of Rights - Overview of Property Law |
Portfolio: Create a will questionnaire Homework: Answer "Sharpening Your Professional Skills" questions on p. 73 (1-8) |
| 4 | September 17 |
Read Chapter 4 Read Texas Probate Code §38 |
Intestate Property |
Portfolio: Draft Retainer Agreement (flat fee/simple will) Portfolio: Draft Dis-Engagement Letter (completion of services) Homework: Answer "Sharpening Your Professional Skills" questions on p. 106 (1-7) |
| 5 | September 24 | Read Chapter 5 |
The Last Will and Testament Guest: Darin Mitchell |
Portfolio: Draft a will, medical power of attorney, durable power of attorney, directive to physicians (John Smith) Homework: Answer "Sharpening Your Professional Skills" questions on p. 142 (1-5) |
| 6 | October 1 | Read Chapter 6 | Structure of the Model Will | Homework: Answer "Sharpening Your Professional Skills" questions p. 180 (1-13) |
| 7 | October 8 |
Read Chapter 12 Read Texas Probate Code §52, 52A |
Probating a Will |
Portfolio: Read probate code and create checklist for "Affidavit of Heirship" Portfolio: Draft "Affidavit of Heirship" Homework: Answer "Sharpening Your Professional Skills" questions on p. 357 (1-4) |
| 8 | October 15 | Read Chapter 10 | Pro Doc Training - Probate | Homework: Answer "Sharpening Your Professional Skills" questions on p. 283 (1-3) |
| 9 | October 22 | Read Chapter 7 | Family Protection, Lapses, and Ademption |
Portfolio: Draft "Application for Probate" (Thomas Young) Homework: Answer "Sharpening Your Professional Skills" questions on p. 205 (1-4) |
|
10 |
October 29 |
--- |
Midterm |
--- |
|
11 |
November 5 |
Read Chapters 8 & 9 |
Trusts and Specialized Trusts |
Portfolio: Draft Retainer Agreement (flat fee/probate) Portfolio: Draft Probate Questionnaire Homework: Answer "Sharpening Your Professional Skills" questions on p. 235 (1, 5-10) and p. 260 (2-6) |
|
12 |
November 12 |
Read Chapters 13 & 14 Read Texas Probate Code §137, 138 |
Estate Taxes Final Choices |
Portfolio: Draft a will with testamentary trust for minor child (John Smith) Homework: Answer "Sharpening Your Professional Skills" questions on p. 384 (1-2) and p. 417 (1-4) |
|
13 |
November 19 |
--- |
Legal Aid Wills Clinic [report to alternate location; details to follow} |
Portfolio: Read probate code and create checklist for "Small Estate Affidavit and Order" Portfolio: Draft "Small Estate Affidavit and Order" |
|
14 |
November 26 |
Read Texas Probate Code §89A, 89B, 89C |
Guest: Cathy Peek |
Portfolio: Read probate code and create checklist for "Muniment of Title and Order" Portfolio: Draft "Muniment of Title and Order" |
|
15 |
December 3 |
Read Chapter 11 |
The Personal Representative |
Portfolio: Draft personal will Homework: Answer "Sharpening Your Professional Skills" questions on p. 315 (1-5) |
|
16 |
December 10 |
--- |
FINAL EXAM Will Signing Ceremony |
|
Fall 2013 - Important Dates
| August 27 | First Day of Classes |
| September 2 | Labor Day - AC Closed |
| September 17 | Constitution Day |
| November 4 | Spring 2014 Registration Begins |
| November 20 | Last Day to Withdraw - Fall 2013 |
| November 28 - December 1 | Thanksgiving Holiday - AC Closed |
| December 9 - December 13 | Finals Week |
| December 14 | Commencement Ceremony (10am) |
11/30/-1 12:00 AM
11/30/-1 12:00 AM