Law 13 - Wills and Trusts

Due Dates
updated: 1-13-07
Section # 0351
Prof Jordan course description syllabus

 

Class

 

Due Dates
Wednesdays
11:30 pm
except last assignments
due Sunday 2/04/06

Topic Covered

Materials

Assignments
Quizzes

 

 

 

1

 

 

 




1/10/07
Weds

 

 

 

 

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
&
Reading a case like a lawyer

#3
Good Legal Writing



 

 

 

 

 


 

 

 

 

 

2

 

 

 





1/10/07
Weds

 

 

 

 





Wills

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

Read Wills and Trusts Outline

Read Wills and Trusts Case Briefs

Read Law 13
Class Materials

 

 

 

 

#4
Adopted Children MacCallum case

 

 

 

 

#5
Post your Sample Basic Will

 

 

 

 

 

 




#6
California Statutory Will

 

 

 

 

 

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3

 

 

 





1/10/07
Weds

 

 

 

 


Revocation and Validity of Wills

Read Chp. 53 textbook here before taking the quiz below


also read lecture notes on chp. 53

 

 

 

 


 

 

 

 


#7
Revocation of Will
Barrera Case

 

 

 

 

 

 

 

 

#8
Validity of Wills
Maheras Case

 

 

 

 

 

 

 

 


 

 

 

 

#A
Wills and Trust Quiz

 

 

 

 

 

4

 

 

 




1/17/07
Weds

 

 

 

 

Recent Wills and Trust Cases

 

 

 

 

 

 

 

 

Read West Business Law
Resources
.

 

 

 

 

.

 

 

 

 

 

#9
Recent Wills and Trusts Cases

 

 

 

 

 

 

 

 

#10
Breach of Fidicuiary Duty
.

5


1/17/07
Weds

 

Trusts

Review
Wills, Trusts, Elder Law
(powerpoint presentation)

 

 



Read notes on Wills and Trusts

 

 

 

 

 

 



#11

Resulting Trusts

#12
Revocation of Wills


#B
Wills and Trust Quiz

 

 

 

 

 

6

 

 

 





1/17/07
Weds

 

 

 

 

Living Trusts

 

 

 

 

 

 

 

 

Read Introduction to Living Trusts

 

 

 

 

Review Intervivos Trusts Information

 

 

 

 

 

 

 

 


 

 

 

 


#13

Testamentary Capacity

#14
What are Living Trusts

 

 

 

 

 

 

.

 

 

 

 

 

7

 

 

 




1/24/07
Weds

 

 

 

 

Living Trusts

 

 

 

 

Review

Living Trust.
"Peter Pan"

General Revocable Trusts

Pour Over Will

 

 

 

 


#15

Post your Living Trust

#16
Post your "Pour Over Will"

 

 

 

 

 

 

 

 


 

 

 

 

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

 

 

 

 

 

 

 

8

 

 

 




1/24/07
Weds



Living Trusts

 

 

 

 

Review Living Trust Confidential Client Worksheet

 

 

 

 

 

 

 

 

Read Additional Information on Living Trusts

Read Smith Living Trust

 

 

 

 


#17

Tyler Trust Case

 

 

 

 

 

 

 

 

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9

 

 

 




1/24/07
Weds.

 

 

 

 

Estate Administration

 

 

 

 

 

 

 

 

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Review Top ten Estate Planning Resources

 

 

 

 


#18

Summarize Steps in Administering California Estates

 

 

 

 

 

 

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10

 

 

 





1/31/07
Weds.

 

 

 

 

Advanced Health Care Directives

 

 

 

 

 

 

 

 

Durable Power of Attorney

 

 

 

 

Read about Advanced Health Care Directives

Read about Durable Power of Attorney

 

 

 

 

#19
Advanced Health Care Directives

#20
Crummey Family Trust

 

 

 

 



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

 

 

 

 

 

 

 

 


11

 

1/31/07
Weds.

 

Caretakers Affidavit Form

Guardianships

 

Read about Guardianships

 

#21
Caretakers Affidavit Form

#22
Guardianships
.

12

 

 

1/31/07
Weds.









Conservatorships

 

 

 

 

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Read about Conservatorships

#23 Conservatorships

 

 

 

 

 

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13

2/04/07
Sunday

Emancipations

 

 

 

 

Read about Emancipations

 

 

 

 

 

 

 

 



#24
Emancipations

 

 

 

 



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

 

 

14


2/04/07
Sunday

 

 

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

 

 

#25
Probate Subsitutes

#26
Petition to Establish Birth

#27
Life Insurance Trusts

 

 

 

 

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