LC3H215 - Wills and Estate Planning 01 Sep 2020 - 31 Aug 2021 | Version 2

Associated Module Information

Module Code: LC3H215
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
First Intended Intake: SEP 2015 Final Year of Intake:
Date Closed:
Credit Value: 10 Credit Level: 6
Language: English
Percentage of Module Taught in Welsh: 0
Equivalent Module:
HECOS codes: 100692 - legal practice
HECOS Code Weighting: 100

Document Version Information

Version 2
Valid From 01 Sep 2020
Valid To 31 Aug 2021

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<br />the elderly client and employ the applicable skills in this area.
LO2 Use legal knowledge and skill to identify the client&rsquo;s objectives and<br />the different means of achieving those objectives having regard to financial,<br />commercial and personal priorities and constraints, costs, benefits and risks.
LO3 To identify the overall nature of the matter, plan or progress that<br />matter through a series of steps and decisions including, where appropriate,<br />drafting documentation.
LO4 Understand the key ethical requirements contained in the Solicitors<br />Regulation Authority Principles of Regulation and Code of Conduct, understand<br />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 Onsite Open Book Exam 180 N/A 100 No 40

Assessment Matrix

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

Reading List

'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).