77980 Estate Planning and Trusts
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particular session, location and mode of offering is the authoritative source
of all information about the subject for that offering. Required texts, recommended texts and references in particular are likely to change. Students will be provided with a subject outline once they enrol in the subject.
Subject handbook information prior to 2017 is available in the Archives.
Credit points: 6 cp
Result type: Grade and marks
There are course requisites for this subject. See access conditions.
Description
This subject gives an introduction to the law of wills and estates and explores the efficient utilisation of same to achieve beneficial estate planning. Presently, succession law in Australia varies on a state by state basis – this poses additional challenges for those working with all but the simplest testamentary dispositions.
Subject learning objectives (SLOs)
Course intended learning outcomes (CILOs)
This subject also contributes specifically to the development of the following graduate attributes:
- Legal Knowledge
An advanced and integrated understanding of a complex body of legal knowledge including the Australian legal system, social justice, cultural and international contexts, the principles and values of ethical practice, and contemporary developments in law and its professional practice (1.0) - Ethics and Professional Responsibility
An advanced and integrated capacity to value and promote honesty, integrity, accountability, public service and ethical standards including an understanding of approaches to ethical decision making, the rules of professional responsibility, an ability to reflect upon and respond to ethical challenges in practice, and a developing ability to engage in the profession of law and to exercise professional judgment (2.0) - Critical Analysis and Evaluation
A capacity to think critically, strategically and creatively including an ability to identify and articulate complex legal issues, apply reasoning and research to generate appropriate theoretical and practical responses, and, demonstrate sophisticated cognitive and creative skills in approaching complex legal issues and generating appropriate responses (3.0)
Assessment
Assessment task 1: Research Assignment 1
| Objective(s): | This task contributes specifically to the development of the following graduate attributes: 1.0 and 3.0 |
|---|---|
| Weight: | 30% |
| Length: | 1,500 words max |
| Criteria: | Required to be original individual work.
|
Assessment task 2: Research Assignment 2
| Objective(s): | This task contributes specifically to the development of the following graduate attributes: 1.0, 2.0 and 3.0 |
|---|---|
| Weight: | 30% |
| Length: | 1,500 words limit |
| Criteria: | Required to be original individual work.
|
Assessment task 3: Faculty based Exam
| Objective(s): | This task contributes specifically to the development of the following graduate attributes: 1.0 and 3.0 |
|---|---|
| Weight: | 40% |
| Length: | 2 hours |
| Criteria: | Required to be original individual work and to demonstrate achievement of the Course Objectives as set out above. |
Required texts
Estate Planning (4th edition) Perkins M & Monahan R, Lexis Nexis
Additional study support material will be put on UTSOnline.
Lecture Slides to assist in note taking are also provided on UTSOnline
Other resources
A wide range of materials are included in the online site UTSOnline. There are also e-versions of texts and site such as www.austlii.edu.au that are very useful. More Links to useful web sites is found in the subject on UTSOnline.
