WILLS AND TRUSTS Professor Weisberg Fall 2004 Assignment 1. Topic Introduction INTESTATE SUCCESSION Share of Surviving Spouse, Issue, Ascendants & Collaterals, Casebook Assignment* Chap. 1, pp. 1-31
2.
Chap. 2, pp. 32-45; Maud v. Catherwood (handout) Chap. 2, pp. 46-64 Estate of Ford (handout)
3.
Questions of Status: Adoption, Non-Marital Children, Simultaneous Death Assisted Reproduction, Posthumous Heirs Disqualification for Misconduct, Advancements, Releases & Assignments Family Protection & Restrictions on Testation (Allowances, Dower, Forced Share, Spouse’s Election) Family Protection: Protection of Issue; Extramarital Relationships; Elder Law & Living Wills WILLS
4.
Chap. 2, pp. 64-75 Chap. 3, pp. 106-123
5.
6.
Chap. 3, pp. 123-134; Omit Shriners & S.E. Bank; Read pp. 136(mid)-139, 141-146
7.
Execution of Wills (Formal Requirements & Testamentary Intent, Holographic & Oral Wills) Integration, Republication, Incorporation by Reference, Facts of Independent Significance Extrinsic Evidence: Mistake in Misdescription and Mistake in Inducement
Chap. 4, pp. 158-185
8.
Chap. 5, pp. 186-195
9.
Chap. 5, pp. 196-219
1
WILLS & TRUSTS Syllabus (continued)
Assignment 10. 11. 12. 13.
Topic Revocation & Revival Testamentary Capacity Will Interviewing and Drafting Will Contracts; Joint and Mutual Wills) Will Substitutes (Joint Ownership, Contract Rights, Life Insurance) Will Substitutes (Gifts Causa Mortis, Gifts to Minors, Deeds) TRUSTS
Casebook Assignment Chap. 6, pp. 224-244 Chap. 3, pp. 76-106 To Be Distributed Chap. 7, pp. 245-263
14.
Chap. 8, pp. 264-283
15.
Chap. 8, pp. 284-291
16.
Introduction to Trusts: Nature, Use & Classification, Reasons Elements of a Trust Creation of Trusts: Inter Vivos Trusts; Oral Trusts of Land Revocable Trusts:Special Problems Savings Bank Trusts & Life Insurance Trusts; Pour Overs Beneficiaries' Interests: Enforceability of Benis Interests; Spendthrift Trusts; Discretionary Trusts Modification & Termination of Trusts Termination: Judicial Power Charitable Trusts
Chap. 9, pp. 336-352
17. 18.
Chap. 9, pp. 352-382 Chap. 12, pp. 525-553
19.
Chap. 12, pp. 553-577; pp. 590-601
20.
Chap. 13, pp. 605-620; 634-659
21.
Chap. 14, pp. 664-688
22. 23.
Chap. 14, pp. 689-702 Chap. 14, pp. 709-742(top)
2
WILLS & TRUSTS Syllabus (continued)
Assignment 24.
Topic Introduction to Fiduciary Administration 784(bottom)-797, 797-814 Fiduciary Office, Management Functions, Accounting & Successive Enjoyment
Casebook Assignment Chap. 16: 749-757(mid), 768-770,
25.
Chap. 17: pp. 815-842, 844853(top), 859-863(top), 877, 884-890, 891-897, 897-901(mid); Matter of Rothko (handout) Chap. 11: pp. 435-454 (mid); pp. 457-472
26.
Constructional Problems in Estate Distribution
*The casebook is: Scoles, Halbach, Link & Roberts, Problems and Materials on Decedents' Estates and Trusts (Aspen, 6th ed. 2000). Materials will be assigned in the statutory supplement (Weisberg, California Probate Code and Related Provisions: Student Edition (Aspen 2004)).
3