Syllabus Trusts and Estates by keara

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									                                     Syllabus: Trusts and Estates
                                               Fall 2005

                                         Nancy Russell Shaw

TEXT:          DUKEMINIER, JOHANSON, LINDGREN AND SITKOFF, WILLS, TRUSTS, AND
               ESTATES, (7tth ed. 2005)
MEETINGS:      Tuesday & Thursday, Room 4047, 3:00-4:25 p.m.


In preparation for class, the following reading assignments should be completed.

INTRODUCTORY CONCEPTS:                                                             TEXT PAGES

1              The Power to Transmit Property at Death                                1-30

PROBATE

2              The Probate Process                                                   30-48
3              Ethical Concerns                                                      48-58

INTESTACY

4              Intestate Successors: Spouse,                                         59-73

5              Descendants, Adopted Children                                         73-99

6              Posthumous Children                                                   99-116
               Reproductive Technology
               Advancements

7              Guardianships                                                         116-140
               Bars to Succession

FORMALITIES OF WILLS: CAPACITY TO EXECUTE, CONTESTING THE WILL

8              Mental Capacity, undue influence                                     141-169

9              Undue Influence (cont.)
               Fraud                                                                 170-199


10             Execution of Wills                                                    199-225

11             Execution of Wills (cont.), Cures, Holographs                         225-251

12             Revocation of Wills
                                                                                     251-270
13             Components of a Will; Contracts to Will
                             271-294
WILL SUBSTITUTES: AVOIDANCE OF PROBATE, PLANNING FOR INCAPACITY

14         Nonprobate Transfers                               295-345

15          Planning for Incapacity                           345-363

CONSTRUCTION PROBLEMS

16         Admission of Extrinsic Evidence                    365-387


17         Predeceasing Beneficiaries; and                        387-415
           Changes in Property after Execution


RESTRICTIONS ON DISPOSITION


18         Rights of Spouse                                       417-455

19         Rights of Spouse (cont.)
           Rights of Issue Omitted from Will                      455-484

TRUSTS

20         Introduction, Creation of Trusts                       485-506

21         Creation (cont.)                                       507-533

22         Rights of Beneficiaries, Disposition                   533--557
           Discretionary Trusts, Spendthrift Trusts

23         Modification and Termination of Trusts                 557-587

CHARITABLE TRUSTS

24         Charitable Trusts                                       729-767

TRUST ADMINISTRATION

25         Fiduciary Duty and Liability                            771-804
           Modern Trust Investment

26         Fiduciary Duty (cont’d),                                805-843
           Diversification, Delegation, Principal& Income

								
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