Course

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you identify the categories of assets as probate property (joint tenancy property; survivorship marital property; contract beneficiary-designation assets where an entity other than the "estate" of the owner is the named beneficiary)

you identify the categories of assets as non-probate property (joint tenancy property; survivorship marital property; contract beneficiary-designation assets where an entity other than the "estate" of the owner is the named beneficiary)

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you explain the difference between marital property and individual property under the Wisconsin Uniform Marital Property Act (WUMPA)

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you prepare a Wisconsin Basic Will with Trust

you explain the competency standard for execution of a valid will in Wisconsin

you demonstrate proper execution procedure for a Wisconsin Basic Will with Trust

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you prepare a Wisconsin Power of Attorney for Health Care

you explain the competency standard for execution of a Power of Attorney for Health Care

you demonstrate proper execution procedure for a Power of Attorney for Health Care

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you prepare a Wisconsin Durable Financial Power of Attorney

you explain the competency standard for execution of a Durable Financial Power of Attorney

you demonstrate proper execution procedure for a Durable Financial Power of Attorney

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you evaluate a fact situation to determine applicability of this method of estate settlement

you prepare the Affidavit for Transfer of Property free of grammatical, punctuation, spelling and typographical errors

you demonstrate Proper Execution Procedure for the Affidavit for Transfer of Property

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you evaluate a fact situation to determine applicability of this method of estate settlement

you prepare all of the Court documents required to process an estate by this method of estate settlement

you prepare all documents free of grammatical, punctuation, spelling and typographical errors

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you evaluate a fact situation to determine applicability of this method of estate settlement

you prepare all of the Court documents required to process an estate by this method of estate settlement

you prepare all documents free of grammatical, punctuation, spelling and typographical errors

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you evaluate a fact situation to determine applicability of this method of title transfer

you prepare all of the Court documents required to confirm the transfer of title to real estate by this method of title transfer

you prepare all documents free of grammatical, punctuation, spelling and typographical errors

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you evaluate a fact situation to determine applicability of this method of estate settlement

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

completing all tests, quizzes and examinations with a score of at least 70% within the stated time by allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you prepare the Application for Administration document required to open an estate in Informal Probate

you prepare the Proof of Heirship document required to open an estate in Informal Probate

you prepare the Order Setting Time/Notice to Creditors document required to open an estate in Informal Probate

you prepare the Waiver, Consent & Approval document required to open an estate in Informal Probate

you prepare the Notice to Creditors document required to open an estate in Informal Probate

you prepare the Affidavit of Mailing document required to open an estate in Informal Probate

you prepare the Order Appointing Guardian ad Litem document required to open an estate in Informal Probate

you prepare all documents with all legally-required information

you prepare all documents free of grammatical, punctuation, spelling and typographical errors

you demonstrate proper execution of all documents

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you prepare the Order for Administration document required to give the Personal Representative authority to Administer an estate in Informal Probate

you prepare the Domiciliary Letters document required to give the Personal Representative authority to Administer an estate in Informal Probate

you prepare the Letters of Trust document required to give the Personal Representative authority to Administer an estate in Informal Probate

you prepare the Oath document required to give the Personal Representative authority to Administer an estate in Informal Probate

you prepare the Application for Employer Identification Number (SS-4) document required to give the Personal Representative authority to Administer an estate in Informal Probate

you prepare all documents with all legally-required information

you prepare all documents free of grammatical, punctuation, spelling and typographical errors

you demonstrate proper execution of all documents

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by meeting the class attendance requirements as stated in the Course Syllabus

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

you list the assets of the descendent that are properly included in the Inventory

you identify the methods used to determine valuation of the assets of the descendent which are properly included in the Inventory

you describe each Inventory asset as per State law and Internal Revenue Service requirements

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you determine whether local court rules require the filing of a Final Account

you prepare the Final Account document, if required, to close an estate in Informal Probate

you prepare the Personal Representative's Statement to Close Estate document required to close an estate in Informal Probate

you prepare the Receipt & Release document required to close an estate in Informal Probate

you prepare any required real estate filings documents required to close an estate in Informal Probate

you prepare all documents with all legally required information

you prepare all documents free of grammatical, punctuation, spelling and typographical errors

you demonstrate proper execution of all documents

you prepare the Court document required to close an estate in Informal Probate

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you explain the Marital Deduction

you explain the use of the Marital Deduction with regard to estate taxation

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you identify the assets that are included on each of the return's schedules

you identify the information contained on the face page of the return

you demonstrate proper execution procedure for the return

you explain the use of the Internal Revenue Service Power of Attorney with regard to this return

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you identify the income and deductions that are included on each of the return's schedules

you identify the information contained on the face page of the return

you demonstrate proper execution procedure for the return

by reading all assigned materials by stated due dates

by participating in small and large group discussions

by completing all individual or team projects by stated due dates

by completing all tests, quizzes and examinations with a score of at least 70% within the stated time allowed

by meeting the class attendance requirements as stated in the Course Syllabus

you identify the income and deductions that are included on each of the return's schedules

you identify the information contained on the face page of the return

you demonstrate proper execution procedure for the return