Law 13 - Wills and Trusts



Due Dates
updated: 1-31-05

 

 

Class

 

 

Due Dates
Thursdays
11:30 pm

 

 

Topic Covered

 

 

Materials

 

 

Assignments


Quizzes

 

 

1




2/17/04

 

Wills

 

 

Read Syllabus

Read
Disposition of Property (with/without a will)


Read Santa Clara Law School Syllabus
(gives Probate Code Sections for different topics we will cover)

 

 

#1
Introduce yourself to the class

#2
Read How to Study Law

#3
Good Legal Writing

 

 


 

 

2





2/24/05

 





Wills

 

 

 

 

 


 

Read Wills and Trusts Outline

Read Wills and Trusts Case Briefs

 

 

#4-A
Post your Sample Basic Will

#4
Adopted Children MacCallum case


#5
California Statutory Will

 

 

.

 

 

3





3/03/05

 


Revocation and Validity of Wills

Read Chp. 53 textbook here before taking the quiz below


also read lecture notes on chp. 53

 


 


#6
Revocation of Will
Barrera Case

 

 

#7
Validity of Wills
Maheras Case

 

 


 

#A
Wills and Trust Quiz

 

 

4




3/10/05

 

Recent Wills and Trust Cases

 

 

Read West Business Law
Resources
.

 

.

 

 

#8
Recent Wills and Trusts Cases

 

 

#9
Breach of Fidicuiary Duty
.

 

 

5




3/17/05

Spring Break
3/21/26

 

Trusts

Review
Wills, Trusts, Elder Law
(powerpoint presentation)

 

 



Read notes on Wills and Trusts

 

 

 

 

 




#10

Resulting Trust

 

 

#11
Revocation of Wills


 

 

#B
Wills and Trust Quiz

 

 

6





3/31/05

 

Living Trusts

 

 

Read Introduction to Living Trusts

 

Review Intervivos Trusts Information

 

 


 


#12

Testamentary Capacity

#13
Living Trusts

 

 

 

.

 

 

7




4/07/05

 

Living Trusts

 

Review

Living Trust.
"Peter Pan"

General Revocable Trusts

Pour Over Will

 


#14

Post your Living Trust

#15
Post your "Pour Over Will"

 

 


 

#C
Chp. 51 Quiz 1
Wills, Trusts, and Elder Law Quiz

 

 

 

 

8




4/14/05



Living Trusts

 

Review Living Trust Confidential Client Worksheet

 

 

Read Additional Information on Living Trusts

Read Smith Living Trust

 


#16

Tyler Trust Case

 

 

.

 

.

 

 

9




4/21/05

 

Estate Administration

 

 

.

 

Review Top ten Estate Planning Resources

 


#17

Summarize Steps in Administering California Estates

 

 

 

.

 

 

10





4/28/05

 

Advanced Health Care Directives

 

 

Durable Power of Attorney

 

Read about Advanced Health Care Directives

Read about Durable Power of Attorney

 

#18
Advanced Health Care Directives

#19
Crummey Family Trust

 



#D
Chp. 51 Quiz 2
Wills, Trusts, and Elder Law Quiz

 

 


 

 

11





5/05/05

 

Caretakers Affidavit Form

Guardianships

 

Read about Guardianships

 

#20
Caretakers Affidavit Form

#21
Guardianships
.

 

12



5/12/05

Conservatorships

 

.

 

 

Read about Conservatorships

 

 


#22
Conservatorships

 

 

.

13

5/19/05

 

Emancipations

 

Read about Emancipations

 

 



 

#23
Emancipations

 



#E
Chp. 51 Quiz 3
Wills, Trusts, and Elder Law Quiz

 

 

 

14



5/26/05

 

Miscellaneous
Topics

Probate Subsitutes

Petition to Establish Birth

Life Insurance Trusts

 

Read Simplified Probate Procedures

Read Petition to Establish Birth

Read about Life Insurance Trusts

 

#24
Probate Subsitutes

#25

Petition to Establish Birth

#26
Life Insurance Trusts

 

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15

6/02/05
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