Prerequisites for Module
None.
Corequisite Modules
None.
Precluded Modules
None.
Aims of Module
To develop the practical skills of taking instructions, advising on testate and intestate succession, preparing wills, administering executries, trusts and curatories.
Learning Outcomes for Module
On completion of this module, students are expected to be able to:
| 1. |
Interview and take instructions from a client, write to the client advising on basic matters in relation to estate planning, including the giving of simple tax planning advice and plan and draft a suitable will and testate documentation for a client taking account of the tax implications
|
| 2. |
Advise a client on matters in relation to intestate succession including prior rights and legal rights, identify the appropriate executor on intestacy and draft the related documents
|
| 3. |
Understand and apply the law of testate succession and interpretation of wills and administer an executry, demonstrate an awareness of the implications of income tax and capital gains tax on the executries and beneficiaries
|
| 4. |
Understand and explain the law on trusts including tax implications
|
| 5. |
Draft appropriate documentation for appointment of attorney or guardian and advise on options of executing living wills
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| 6. |
Communicate by letter, telephone and email in a professional manner
|
Indicative Module Content
Interview skills, professional communication by letter writing, telephone and email, testate and intestate succession, drafting testamentary and intestate documents, tax planning, administering an executry, law of trusts, the law on incapacity, appointment of attorney or guardian, living wills
| Indicative Student Workload
Contact Hours
| Full Time | Part Time | Assessment
| 12 | 12 | Seminars/tutorials
| 80 | 80 |
Directed Study
| | | Directed Study
| 60 | 60 |
Private Study
| | | Private Study
| 48 | 48 |
Mode of Delivery
Small group tutorials/seminars, role play, problem solving, drafting exercises and portfolio building
Assessment Plan
|
Learning Outcomes Assessed
| | Component 1 | 1,6
| | Component 2 | 1,2,3,4,5,6
| | Component 3 | 1,2,3,4,5,6
|
Role play comprising 30% of the weighting (C1)
Written coursework comprising 60% of the weighting (C2)
Class participation comprising 10% of the weighting (C3)
Indicative Bibliography
| 1. | SCOBBIE E.M., 2010, Currie on Confirmation of Executors 9th Ed.Edinburgh:Thomson W. Green
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Additional Notes
In addition to the text in the indicative bibliography, the student will be required to purchase the course materials.
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