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LS50DB: PRIVATE CLIENT (2015-2016)

Last modified: 25 Mar 2016 11:38


Course Overview

The course will cover: taking instructions for a will; drafting testamentary documentation; practical issues concerning intestacy; executry administration; trusts; incapacity; investment and tax planning advice; and related matters including tax, ethical, practice management and client care aspects of Private Client. Key Private Client skills will also be covered such as communication with clients, drafting and transaction based research.

Course Details

Study Type Postgraduate Level 5
Session First Sub Session Credit Points 15 credits (7.5 ECTS credits)
Campus None. Sustained Study No
Co-ordinators
  • Dr Susan Stokeld

Qualification Prerequisites

None.

What courses & programmes must have been taken before this course?

  • Diploma in Professional Legal Practice (Studied)
  • Any Postgraduate Programme (Studied)

What other courses must be taken with this course?

None.

What courses cannot be taken with this course?

Are there a limited number of places available?

No

Course Description

The course will adopt a transaction based approach to Private Client. The course will cover: taking instructions for a will; drafting testamentary documentation; practical issues concerning intestacy; executry administration; trusts; incapacity; investment and tax planning advice; and related matters including tax, ethical, practice management and client care aspects of Private Client. Key Private Client skills will also be covered such as communication with clients, drafting and transaction based research.

Further Information & Notes

The course is only open to students taking the Diploma in Professional Legal Practice programme.

Degree Programmes for which this Course is Prescribed

  • Diploma in Professional Legal Practice

Contact Teaching Time

54 hours

This is the total time spent in lectures, tutorials and other class teaching.

Teaching Breakdown


Assessment

The assessment consists of 6 discrete elements including participation and professionalism (pass/fail).Students must pass all 6 elements of assessment to pass the course and the final mark awarded for the course will be based on the marks obtained in the 5 summative elements of assessment. Resit: students are able to resit elements 1-5 of the assessment.

Formative Assessment

None.

Feedback

None.

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