1. PA 221 Wills, Trusts, and Estate Planning Unit One

2. Course Info Instructor: Nathan Brooks Instructor: Nathan Brooks Kaplan Week (Wed – Tues) Kaplan Week (Wed – Tues) Office Hours: Tues, 7- 9pm EST Office Hours: Tues, 7- 9pm EST AIM screen name: ncnateb AIM screen name: ncnateb

3. AssessmentsNumberPoints eachTotal Points Seminars 8432 Discussions 816128 Quizzes 720140 Property Distribution Assignment 130 Draft a Trust Assignment 1125 Midterm Exam Essays 1150 Draft a Will Assignment 1145 Probate Forms Assignment 170 Final Exam 1180

4. Written Assignment Grading Rubrics Doc Sharing Doc Sharing Unit 3 Example: Unit 3 Example: Relate Mathematics: 3 Relate Mathematics: 3 Calculate Prop. Distrib.: 15 Calculate Prop. Distrib.: 15 Mechanics: 3 Mechanics: 3 Format: 3 Format: 3 Style: 3 Style: 3 Language: 3 Language: 3

5. Discussion Board At least three SUBSTANTIVE posts per week At least three SUBSTANTIVE posts per week Short “good idea” posts do not count Short “good idea” posts do not count Good rule of thumb Good rule of thumb

6. Introductory Case Study Johnson & Johnson Fortune Johnson & Johnson Fortune Seward Johnson Seward Johnson Chambermaid/Mistress Chambermaid/Mistress Zagat Zagat

7. Key Concepts Two Main Goals with Estates Two Main Goals with Estates Estate Planning vs. Estate Admin Estate Planning vs. Estate Admin Probate vs. Trust Probate vs. Trust