Elder Law - LawShelf Educational Media
Organization
- Accounting - LawShelf Educational Media
- Alternative Dispute Resolution - LawShelf Educational Media
- Business Law - LawShelf Educational Media
- Civil Litigation - LawShelf Educational Media
- Commercial and Banking Law - LawShelf Educational Media
- Domestic Relations Law - LawShelf Educational Media
- Finance- LawShelf Educational Media
- Government and Civics - LawShelf Educational Media
- Real Property Law- LawShelf Educational Media
Descriptions and credit recommendations for all evaluated learning experiences
Various (self-study, self-paced).
December 2021 - Present.
Upon completion of this course, students will be able to: describe ERISA’s history and purpose and its structure and application, including the fiduciary duties it establishes; analyze the treatment of qualified retirement plans under ERISA; differentiate between the types of retirement plans that ERISA covers; and explain how ERISA applies to health insurance plans and other employer-sponsored benefits related to the health and welfare of employees.
This course focuses on the Employee Retirement Income Security Act, better known as ERISA. It covers the rules governing retirement accounts, welfare plans, and other employee benefits. The course looks at the employer’s responsibilities under ERISA and the nuts and bolts of ensuring the compliance of qualified plans with federal regulation.
In the upper division baccalaureate degree category OR in the graduate degree category, 3 semester hours in Estate Planning, Employee Benefits, Taxation, Financial Planning, Legal Studies, or Human Resources (6/21).
Various (self-study, self-paced).
December 2021 - Present.
Upon completion of this course, students will be able to: explain the importance of Social Security to the United States; discuss the retirement benefits program provided by Social Security; describe how Social Security provides financial benefits to those who are unable to work due to a physical injury or mental disability; list and explain the benefits available to the family members of social security beneficiaries; discuss the process of appealing a Social Security Administration decision on benefits and describe the four levels of appeal available to applicants; determine whether someone is eligible for Medicare; describe the four parts of Medicare coverage; differentiate among the variety of plans in which a Medicare recipient may enroll and what coverage each plan provides for services and medications; and determine the costs of services covered under Medicare Parts A, B and D.
This course provides a comprehensive overview of social security and Medicare. It focuses on how social security and Medicare taxes are collected and on the retirement and disability benefits provided. The course also discusses benefits for family members and how and when adverse social security findings can be challenged or appealed. The Medicare section of the course defines Medicare Parts A, B, C and D, explains the roles of each, and discusses the rules that apply to each Part. The course also discusses the different types of Medicare plans available and the coverage for services each provides.
In the upper division baccalaureate degree category, 3 semester hours in Estate Planning, Employee Benefits, Financial Planning, Legal Studies, or Human Resources (6/21).
Various (self-study, self-paced).
December, 2021 - Present.
Upon completion of this course, students will be able to: identify documents needed after death to commence a probate proceeding; explain the process of preparing and filing a probate petition; analyze when probate is necessary, and what types of assets do not require probate; discuss the various types of administration proceedings that are necessary, depending on the nature of the estate; identify matters of dispute that an executor may be responsible to resolve; and establish steps necessary to close an estate.
This course focuses on the steps necessary to administer the estate of a deceased person. The course details the process from the initial steps to be taken immediately after death through the closing of the estate. The course identifies the documents needed to file a probate petition, discusses the probate and administration process, and covers resolving disputes and successfully completing the estate administration process.
In the upper division baccalaureate degree category, 3 semester hours in Estate Planning, Financial Management, Legal Studies, Paralegal Studies, or as an elective in Business (6/21).
Various (self-study, self-paced).
December 2021 - Present.
Upon completion of this course, students will be able to: discuss the nature of trusts and the parties to trusts; differentiate between revocable living trusts, irrevocable living trusts, and testamentary trusts; identify the assets that transfers to trusts can and cannot protect from creditors; outline how trusts can be used to plan for potential disability and for the benefit of people that have disabilities; and apply transfer tax rules to determine how trusts can be used as part of effective transfer tax planning.
This course discusses trusts and the benefits they can bestow. It looks at the most common types of trusts and the most important and common provisions that go into them. The course methodically looks at the various problems that trusts can solve and how they solve them. These problems include transfer taxes, benefits planning, creditor protection, and holding assets for disabled beneficiaries.
In the upper division baccalaureate OR in the graduate degree category, 3 semester hours in Estate Planning or Legal Studies (6/21).
Various (self-study, self-paced).
December 2021 - Present.
Upon completion of this course, students will be able to: define the term, “will” and explain its role in distributing property to its beneficiaries; determine whether a will has been validly drafted and executed based on the circumstances; explain the various types of provisions by which wills dispose of assets; discuss the roles of the fiduciaries that are appointed under a will; discuss the tax features inherent in many wills; and describe various types of common testamentary trusts.
This course explains in depth the device that allows people to transfer assets after death; an exception to the general rule that gifts can only be given by living people. The course covers what a will is, how it is drafted and executed, its most common provisions, and the roles of the people administering the will and estate.
In the upper division baccalaureate degree category, 3 semester hours in Estate Planning or Legal Studies (6/21).
