Course Competency 1: Classify property as real property, intangible personal property, tangible personal property, probate property and non-probate property.

Learning Objectives:

• Differentiate between real property, tangible personal property and intangible personal property.
• Differentiate between probate property and non-probate property.

Course Competency 2: Classify property ownership as sole or multiple party ownership and explain how different types of property ownership affect issues in estate planning.

Learning Objectives:

• Differentiate between tenancy in severalty, tenancy in common, joint tenancy, tenancy by the entireties, marital property and survivorship marital property.
• Explain the elements and requirements of each type of property ownership.
• Explain how each type of property ownership impacts a client's estate plan.

Course Competency 3: Differentiate between testate and intestate succession of various classifications of property.

Learning Objectives:

• Explore the rules of succession relating to intestate and testate estates
• Classify property as probate or non-probate and describe the rules of succession relating to each type of property
• Classify property as real or personal and describe the rules of succession relating to each type of property

Course Competency 4: Use effective checklists for gathering information relevant to estate planning.

Learning Objectives:

• Evaluate different types of checklists for obtaining information relevant to estate planning
• Identify proper questions and professional behavior for a client interview

Course Competency 5: Draft a valid will.

Learning Objectives:

• Explain common issues arising in drafting wills
• Evaluate standard will forms and "boilerplate" language
• Draft a simple will using information obtained in a mock client interview

Course Competency 6: Explain how wills are modified and revoked.

Learning Objectives:

• Investigate Wisconsin's statutory requirements for the execution of valid wills.
• Explain the various methods for modifying wills.
• Describe the manner in which wills are revoked
• Identify grounds to contest a will, and who is allowed to contest a will

Course Competency 7: Summarize probate in Wisconsin.

Learning Objectives:

• Investigate the Wisconsin probate court system
• Identify persons participating in a Wisconsin probate and their duties/powers
• Explain the concepts of subject-matter jurisdiction, personal jurisdiction and venue

Course Competency 8: Draft informal probate and estate administration forms used in Wisconsin.

Learning Objectives:

• Identify the circumstances allowing for informal probate procedures in Wisconsin.
• Recognize forms used in informal probate procedures in Wisconsin.
• Complete the forms used in informal probate procedures in Wisconsin.

Course Competency 9: Identify different types of trusts and their elements.

Learning Objectives:

• Explain the required elements of trusts in general
• Differentiate between revocable and irrevocable trusts
• Differentiate between inter vivos and testamentary trusts
• Differentiate between active and passive trusts

Course Competency 10: Explore documents used in a comprehensive estate plan.

Learning Objectives:

• Identify fact scenarios calling for tax-planning in an estate plan
• Describe methods of using trusts as tax-planning tools
• Investigate powers of attorney, anatomical gifts and health care proxies as "lifetime" estate planning documents.

Course Competency 11: Describe the function of a paralegal in an estate planning and estate administration law practice.

Learning Objectives:

• Explain the paralegal’s role in the estate planning process.
• Explain the paralegal’s role in the estate administration process
• Explain the paralegal’s role in drafting estate planning documents
• Explain the paralegal’s role in drafting estate administration forms.

Course Competency 12: Describe ethical issues commonly arising in estate planning and estate administration.

Learning Objectives:

• Identify ethical issues commonly arising in estate planning and estate administration.
• Describe methods of avoiding conflicts of interest in estate planning and estate administration.
• Explore professional and ethical standards applicable to paralegals.

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