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LAW 6510 - Wills and Estates Practice

North Terrace Campus - Semester 1 - 2015

The aim of the course is to develop your understanding of wills and estate practice to enable you as an entry-level lawyer to give practical advice to a client, draft simple wills, administer deceased estates, and take action to solve problems about wills and estates. The course is offered in partnership with South Australian practitioners and agencies.

  • General Course Information
    Course Details
    Course Code LAW 6510
    Course Wills and Estates Practice
    Coordinating Unit Adelaide Law School
    Term Semester 1
    Level Postgraduate Coursework
    Location/s North Terrace Campus
    Units 3
    Contact Intensive
    Available for Study Abroad and Exchange Y
    Prerequisites LAW 6501
    Assessment Assessment in this course will include a combination of two or more of the following: short answer questions, multiple choice questions, drafting, letters of advice, online quizzes and discussion boards.
    Course Staff

    Course Coordinator: Michelle Elliott

    In the first instance, students are to contact the GDLP Coordinator, Michelle Elliott at michelle.elliott@lawsocietysa.asn.au.

    The GDLP Coordinator will then contact the appropriate Course Supervisor if further clarification of the student query is needed.

    Course Supervisor: Mark Jordan

    Course Coordinator (UA Law School): David Brown
    Course Timetable

    The full timetable of all activities for this course can be accessed from .

    LECTURES
    There are 10 hours of lectures: the lectures are pre-recorded and available online.
    There are NO face to face lectures.

    SEMINARS
    There are 8 hours of seminars divided into the following blocks of time:
    All seminars are compulsory.
    Students enrol in ONE seminar group ONLY.

    Topic 1: Drafting Wills 2 hours
    Topic 2: Administering Deceased Estates 2 hours
    Topic 3: Taking Action to Resolve Wills and Estates Problems 4 hours

    OTHER
    In additional to lectures and seminars there are 6 hours of additional readings, resources and online activities to be completed.
  • Learning Outcomes
    Course Learning Outcomes

    By the end of this course you should be able to competently:

    1. Drafting wills

    • advised the client of issues, options, and potential problems that might arise in respect of the client’s testamentary intentions;
    • obtained instructions reflecting the client’s informed and independent wishes, which can be effectively implemented;
    • drafted a will reflecting the client’s instructions;
    • identified any issues of testamentary capacity and resolved them in accordance with law and good practice;
    • ensured that the client executed the will in accordance with law;
    • given any necessary follow up advice to the client.

    2. Administering deceased estates

    • obtained a grant of probate or letters of administration where required;
    • identified the debts and assets of the estate;
    • gathered in the estate or transferred or transmitted assets directly to beneficiaries, as appropriate, having regard to the law, good practice, and the circumstances;
    • discharged the estate’s debts, distributed specific gifts and the residue and ensured that the executors have been released of their obligations in a timely fashion.

    3. Taking action to resolve wills and estates problems

    • identified the nature of the problem properly, having regard to the law of the jurisdiction;
    • identified the client’s options for dealing with the problem, having regard to the law of the particular jurisdiction and the client’s circumstances;
    • explained the options to the client in a way a reasonable client could understand;
    • taken action to resolve the problem in accordance with the client’s instructions.



    University Graduate Attributes

    This course will provide students with an opportunity to develop the Graduate Attribute(s) specified below:

    University Graduate Attribute Course Learning Outcome(s)
    Knowledge and understanding of the content and techniques of a chosen discipline at advanced levels that are internationally recognised. 1 to 3
    The ability to locate, analyse, evaluate and synthesise information from a wide variety of sources in a planned and timely manner. 1 to 3
    An ability to apply effective, creative and innovative solutions, both independently and cooperatively, to current and future problems. 1 to 3
    Skills of a high order in interpersonal understanding, teamwork and communication. 1 to 3
    A proficiency in the appropriate use of contemporary technologies. 1 to 3
    A commitment to continuous learning and the capacity to maintain intellectual curiosity throughout life. 1 to 3
    A commitment to the highest standards of professional endeavour and the ability to take a leadership role in the community. 1 to 3
    An awareness of ethical, social and cultural issues within a global context and their importance in the exercise of professional skills and responsibilities. 1 to 3
  • Learning Resources
    Required Resources
    Seminar resources and readings are available on MyUni ONLY. Please NOTE there will be no hardy copy of resources printed. Students must bring electronic devices to seminars to access seminar materials. Supplementary online quizzes and activities to enchance students learning are available on MyUni. 

    Drafting Wills (Topic 1)


    Publications
    • Goldberg, John, Identifying Entities and Assets, Law Society of South Australia, 2012.
    • Goldberg, John, Where Assets are Located and the Effect of Death on those Assets, Law Society of South Australia, 2012.
    • Aiello, Gaetano, Issues to Consider When Drafting Wills, Law Society of South Australia, 2012.
    • Aiello, Gaetano, A Practical Guide to Drafting Wills, Law Society of South Australia, 2007.
    • McEwin, Pam, Outline of a Will, Law Society of South Australia, 1999.
    • Parkinson, Connie, Sample Will: Henry John Dashwood, Carpenter & Associates, 2013.
    Texts
    • Rowland, Charles, Appendix A: Most Used Forms in Hutley’s Australian Wills Precedents - 7th Edition, LexisNexis, 2009 Appendix A and Forms 26.03, 26.04, 26.05 and 27.04
    Legislation
    • Trustee Act 1936, (Appointment of new trustees; Power of trustee to delegate etc; Purchase and sale; Miscellaneous powers and Liabilities)
    • Wills Act 1936
    • Australian Solicitors’ Conduct Rules
      •  
      Administering Deceased Estates (Topic 2)

      Law Society Publications
      • Cooper, Jill, McLeod, Greg, Drafting Probate Applications, Law Society of South Australia, 1999.
      • Cooper, Jill, McLeod, Precedent documents: Draft Probate; Executor’s Oath, Affidavit of Assets and Liabilities; Registrar’s Certificate, Law Society of South Australia, 2012.
      • Cronshaw, John, Probate Checklist and Overview of Estate Administration, Law Society of South Australia, 2011.
      • Sedsman, Joan, Intestacy, Law Society of South Australia, 2013.
      • Anonymous, Glossary of Terms, Law Society of South Australia, 2013.
      • Anonymous, Probate, Letters of Administration and Estate Administration Checklist, Law Society of South Australia, 2013.
      Legislation
      • Administration and Probate Act 1919, Part 3A (Distribution on Intestacy)
      • The Probate Rules 2004
      • Supreme Court Probate Forms
      Taking Action to Resolve Wills and Estates Problems (Topic 3)

      Law Society Publications

      • Frost, Ray, Claims under the Inheritance (Family Provision) Act, Law Society of South Australia, 2011.
      • Anonymous, Inheritance Questionnaire, Law Society of South Australia, 2013.
      • Carpenter, Brian, Overview of Litigious Matters, Law Society of South Australia, 2013.
      • Roder, Steve, Construction of Wills, Law Society of South Australia, 2011.
      • Roder, Steve, Solemn Form Wills Proceedings, Law Society of South Australia, 2011.
      Legislation
      • Domestic Partners Property Act 1996
      • Family Relationships Act 1975
      • Inheritance (Family Provision) Act 1972
      • Supreme Court Civil Rules 2006, R205-206 & R312
      Recommended Resources
      Most course resources are provided to students ONLINE via MyUni. Relevant law can be accessed online via:
       
       
       

      Due to the emphasis on current legal practice, other materials may be added after the course outline has been posted. Students are required to check MyUni regularly (at least weekly) to keep up to date.
      Online Learning
      All course materials are provided on MyUni. This includes readings, seminar materials, assessment information and instructions, and audio recordings of lectures. Students are required to check MyUni regularly (at least weekly) to keep up to date.
    • Learning & Teaching Activities
      Learning & Teaching Modes
      The course will be taught through online lectures supported by face to face interactive problem-solving seminars and practical exercises developing primary material.
       
      Students MUST come prepared for seminars, namely having undertaken prior readings and developed draft responses to the seminar questions. If students have not prepared and / or arrive more than 10 minutes late they may be asked to leave the seminar group. 

      A reminder that students MUST bring along electronic devices to the seminar so they can access the seminar materials electronically. 

      Attendance is necessary to ensure that students are part of the interactive and reflective learning environment (which enhances learning outcomes) and provides students with the ability to develop their skills of oral presentation, teamwork and persuasion (valuable to the professional environment). Students are expected to behave in an ethical and professional manner as would be expected in the workplace environment (compliant with the professional conduct rules and standards). 

      Students, who due to disability, compelling medical or compassionate reasons, or in exceptional circumstance, are unable to attend the required seminars, may complete alterative work in lieu of attendance. The precise nature of this make-up work will depend on the seminar misses and will be negotiated with the GDLP Coordinator. Students MUST inform the GDLP Coordinator at the earliest opportunity of their absence and where they require this make-up work option.
      Workload

      The information below is provided as a guide to assist students in engaging appropriately with the course requirements.

      In addition to the lectures and seminars (see course timetable) we recommend that you spend 8 hours per week in private study which includes reading the materials, preparing for lectures and seminars and undertaking the assessment tasks.
      Learning Activities Summary
      Topic 1: Drafting Wills

      Lecture 1a: 1 hour
      Taking Instructions for a Will

      Lecture 1b: 1 hour
      Drafting Wills

      Seminar 1: 2 hours
      Drafting Wills - The Interview 

      Assessment: Will Drafting Short Answer Questions

      Assessment: Letter of Advice to Client

      Topic 2: Administering Deceased Estates

      Lecture 2a: 2 hours
      Administering Deceased Estates

      Lecture 2b: 1 hour
      Identifying Entities and the Effect of Death on those Entities

      Lecture 2c: 1 hour
      Intestacy

      Seminar 2: 2 hours
      Obtaining Probate

      Assessment: Administering Estates Scenariois

      Topic 3: Taking Action to Resolve Wills and Estates Problems

      Lecture 3a: 2 hours
      Courts Proceedings to Prove a Will

      Lecture 3b: 1 hour
      Inhertiance (Family Provision) Act Claims

      Lecture 3c: 1 hour
      Wills and Estates Tax Issues

      Seminar 3a: 2 hours
      Taking Action to Resolve Wills and Estates Problems - Part 1

      Seminar 3b: 2 hours
      Taking Action to Resolve Wills and Estates Problems - Part 2

      Assessment: Wills and Estates Workbook

      Specific Course Requirements
      The course is based on the rules of the Legal Practitioners Education and Admission Council (LPEAC) 2004 and Law Admissions Consultative Committee 2015 which specifies the expected competency standards for entry level lawyers at the point of admission. In order to pass this course you are expected to demonstrate competence in these standards. Consequently, the compulsory attendance and active participation in seminars is required in addition to assessment tasks.
    • Assessment

      The University's policy on Assessment for Coursework Programs is based on the following four principles:

      1. Assessment must encourage and reinforce learning.
      2. Assessment must enable robust and fair judgements about student performance.
      3. Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
      4. Assessment must maintain academic standards.

      Assessment Summary

      Assessments will be made available to students, prior to the nominated deadline.

      Note: Competence must be demonstrated in all assessment tasks and activities.

      Assessment deadlines are as follows, unless otherwise advised:

      Topic 1: Drafting Wills

      Assessment:
      Will Drafting Short Answer Questions
      Learning outcomes 1-3

      Deadline: 21/4/15, 5pm

      Assessment:
      Letter of Advice to Client
      Learning outcomes 1-3

      Deadline: 24/4/15, 5pm

      Topic 2: Administering Deceased Estates

      Assessment:
      Administering Estates Scenarios
      Learning outcomes 1-3

      Deadline: 28/4/15, 5pm

      Topic 3: Taking Action to Resolve Wills and Estates Problems

      Assessment:
      Wills and Estates Workbook

      Learning outcomes 1-3

      Deadline:30/4/15, 5pm
      Assessment Related Requirements
      Detailed information regarding the specific details of assessment which are required to be completed satisfactorily will be provided on MyUni. 

      In this course, students will also be assessed on the following:
      • Attendance (95% rule applies)
      • Punctuality
      • Workload management and ability to adhere to deadlines
      • Display active engagement in practical activities
      • Demonstrate respectful behaviour towards others
      • Maintaining a high level of confidentiality at all times
      • Satisfactory completion of prescribed exercises
      Assessment Detail
      Unless otherwise stated, there will be no prescribed word limit for assessments.

      This is because the purpose of the GDLP programme is to facilitate your transition from undergraduate academic law studies to the legal professional employment environment through the demonstration and practice of professionally-based skills and competencies. In a legal practice it is highly unlikely you will be set a certain number of words or pages for the tasks you are asked to complete.

      However, in the majority of assessments guidelines will be provided.

      The quality of English expression is considered to be an integral part of the assessment process.
      Assessment competence will take into consideration: expression, structure, correct grammar, typography, etc.

      Presentation is to be single spaced and 2.5cm left margin.

      Assessments will be returned to students within 3 weeks of the due date, unless otherwise notified by the GDLP Program Coordinator through a Course Announcement.
      Submission
      Students must retain a copy of all assessments submitted.

      Students are to submit assessments online within MyUni.

      Please note: where forms or documents have been outlined in assessment activities for completion these should be downloaded from original sources and completed in an electronic format, if not supplied.

      Students will be marked in accordance with the marking rubric.

      Resubmission

      Students are required to demonstrate competency in all elements of the national competency standards and failure to do so will result in the relevant assessment being marked as non-competent (fail). All non-competent (failed) assessments, per University policy, are double-marked before the results are released back to the student. The first and second markers discuss what the final result will be.

      If the assessment is deemed non-competent (fail) after the double-marking process, students may be offered the opportunity to revise and resubmit the assessment. Students granted a resubmission will have 7 days from the time they are informed by email from the LSSA GDLP Office to resubmit the assessment. In most cases only the parts of the assessment that do not attain competence will be required to be resubmitted. Only ONE opportunity is provided for resubmission.

      Extensions

      Students MUST apply for an extension prior to the deadline to the GDLP Coordinator.
      Extensions on medical and compassionate grounds will be in accordance with University policy.

      Late Submission

      NOTE: in this course, students are assessed against a professional workplace standard; namely
      • Punctuality
      • Workload management and ability to adhere to deadlines




      Course Grading

      Grades for your performance in this course will be awarded in accordance with the following scheme:

      GS8 (Coursework Grade Scheme)
      Grade Description
      CN Continuing
      FNS Fail No Submission
      NFE No Formal Examination
      F Fail
      NGP Non Graded Pass
      P Pass
      C Credit
      D Distinction
      HD High Distinction
      RP Result Pending

      Further details of the grades/results can be obtained from Examinations.

      Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.

      Grades for your performance in this course will be awarded in accordance with the following scheme: 
       
       
      Result Grade reflects following criteria for allocation of grade: Reported on Official Transcript
      Fail No Submission No work submitted for assessment FNS
      Fail Competency not demonstrated F
      Non-Graded Pass Competency demonstrated NGP
      Result Pending An interim result RP
      Continuing Continuing CN
      No Formal Examination No formal examination NFE


      Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.

      Final results for this course will be made available through .

    • Student Feedback

      The University places a high priority on approaches to learning and teaching that enhance the student experience. Feedback is sought from students in a variety of ways including on-going engagement with staff, the use of online discussion boards and the use of Student Experience of Learning and Teaching (SELT) surveys as well as GOS surveys and Program reviews.

      SELTs are an important source of information to inform individual teaching practice, decisions about teaching duties, and course and program curriculum design. They enable the University to assess how effectively its learning environments and teaching practices facilitate student engagement and learning outcomes. Under the current SELT Policy (http://www.adelaide.edu.au/policies/101/) course SELTs are mandated and must be conducted at the conclusion of each term/semester/trimester for every course offering. Feedback on issues raised through course SELT surveys is made available to enrolled students through various resources (e.g. MyUni). In addition aggregated course SELT data is available.

    • Student Support
    • Policies & Guidelines
    • Fraud Awareness

      Students are reminded that in order to maintain the academic integrity of all programs and courses, the university has a zero-tolerance approach to students offering money or significant value goods or services to any staff member who is involved in their teaching or assessment. Students offering lecturers or tutors or professional staff anything more than a small token of appreciation is totally unacceptable, in any circumstances. Staff members are obliged to report all such incidents to their supervisor/manager, who will refer them for action under the university's student鈥檚 disciplinary procedures.

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