Law 13 - Wills and Trusts


Due Dates
updated: 1-02-05

 

Class

 

Date

 

Topic Covered

 

Materials

 

Assignments


Quizzes

 

1



1/06/05

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



1/09/05





Wills

 


Read Wills and Trusts Outline

Read Wills and Trusts Case Briefs

#4
Adopted Children MacCallum case


#5
California Statutory Will

 

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3



1/11/05


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



1/13/05

Recent Wills and Trust Cases

Read West Business Law
Resources
.

.

 

#8
Recent Wills and Trusts Cases

#9
Breach of Fidicuiary Duty
.

 

5



1/16/05

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



1/18/05

Living Trusts

Read Introduction to Living Trusts

Review Intervivos Trusts Information



#12

Testamentary Capacity

#13
Living Trusts

.

 

7



1/21/05

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



1/23/05




Living Trusts

Review Living Trust Confidential Client Worksheet

Read Additional Information on Living Trusts

Read Smith Living Trust


#16

Tyler Trust Case

.

.

 

9



1/25/05

Estate Administration

.

Review Top ten Estate Planning Resources


#17

Summarize Steps in Administering California Estates

.

 

10



1/27/05

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



1/29/05

Caretakers Affidavit Form

Guardianships

Read about Guardianships

#20
Caretakers Affidavit Form

#21
Guardianships
.

 

12



1/31/05

Conservatorships

.

 

Read about Conservatorships

 


#22
Conservatorships

 

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13



2/02/05

Emancipations

Read about Emancipations



#23
Emancipations



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

 

14



2/04/05

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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