LC4H172 - Wills and Estate Planning 01 Sep 2020 - 31 Aug 2027 | Version 3

Associated Module Information

Module Code: LC4H172
Module Title: Wills and Estate Planning
Faculty: Faculty of Business and Creative Industries
Faculty Group: Law
Faculty Sub Group: Law
Module Leader: Gemma Sweetman, Leane Barnes
Module Team: Kimberley Anthony, Holly Evans
First Intended Intake: SEP 2015 Final Year of Intake:
Date Closed:
Credit Value: 10 Credit Level: 7
Language: English
Percentage of Module Taught in Welsh: 0
Equivalent Module:
HECOS codes: 100692 - legal practice
HECOS Code Weighting: 100

Document Version Information

Version 3
Valid From 01 Sep 2020
Valid To 31 Aug 2027

Module Aims

The module is designed to enable students to:

1) obtain a good understanding of the legal principles and practical application of will drafting;

2) understand and apply the principles of tax and estate planning;

3) identify and understand issues relating to estate planning;

4) put the knowledge and skills learned into practice through practical exercises and scenarios.

Content Summary

The module comprises 4 elements:

Element 1: Will Drafting.

Element 2: Tax and Estate Planning.

Element 3: Powers of Attorney.

Element 4: Issues relating to the elderly client.

Learning and Teaching Methods

Activity Type Hours
Lecture 6
Seminar 18
Independent Study 52
Directed Study 24
Total Hours Selected 100

Learning Outcomes

# Learning Outcome
LO1 To demonstrate accurate knowledge, understanding and skills of wills and the elderly client and employ the applicable skills in this area.
LO2 Use legal knowledge and skill to identify the client’s objectives and the different means of achieving those objectives having regard to financial, commercial and personal priorities and constraints, costs, benefits and risks.
LO3 To identify the overall nature of the matter, plan or progress that matter through a series of steps and decisions including, where appropriate, drafting documentation.
LO4 Understand the key ethical requirements contained in the Solicitors Regulation Authority Principles of Regulation and Code of Conduct, understand where these may impact and be able to apply them in context.

Module Requisites

N/A

Assessment Criteria

Assessment Category Assessment Type Description Duration Word Count Weight (%) Best of? Pass Mark
Synchronous Onsite Assessment (Exam) Onsite Open Book Examination 1 Time Constrained Assessment 180 3000 100 No 50

Assessment Matrix

Assessment Type Learning Outcomes
LO1 LO2 LO3 LO4
Onsite Open Book Examination 1

Reading List

Course materials:
Students are provided with the latest editions of the following:
'Recommended course manuals
Solicitors' Code of Conduct
Other suggested reading:
Barlow King & King: Wills Administration and Taxation (Sweet & Maxwell); and
Hallam: Practical Will Precedents (Sweet & Maxwell).
On-line resources:
Blackboard
Butterworths LexisNexis
Laserforms
Westlaw
IRIS Law Business case management system
Permitted materials in supervised assessments:
Course materials (annotated)