Law 13 - Wills and Trusts



Due Dates
updated: 1-04-06
Prof Lampert Course Description Syllabus

 

 

 

Class

 

 

 

Due Dates
Wednesdays
11:30 pm

 

 

 

Topic Covered

 

 

 

Materials

 

 

 

Assignments


Quizzes

 

 

 

1

 




1/11/06
Wedsnesday

 

 

Wills

Classroom
Reading
Materials


 

 

 

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


#4
Reading a case like a lawyer

 

 

 


 

 

2





1/11/06
Wedsnesday

 

 





Wills

 

 

 

 

 

 

 

 

 


 

 

Read Wills and Trusts Outline

Read Wills and Trusts Case Briefs

 

 

 

#5
Post your Sample Basic Will

 

 

#6
Adopted Children MacCallum case


#7
California Statutory Will

 

 

 

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3




1/11/06
Wedsnesday

 

 


Revocation and Validity of Wills

Read Chp. 53 textbook here before taking the quiz below


also read lecture notes on chp. 53

 

 


 

 


#8
Revocation of Will
Barrera Case

 

 

 

 

#9
Validity of Wills
Maheras Case

 

 

 

 


 

 

#A
Wills and Trust Quiz

4

1/18/06
Wedsnesday

 

 

Recent Wills and Trust Cases

 

 

 

 

Read West Business Law
Resources
.

 

 

.

 

 

 

#10
Recent Wills and Trusts Cases

 

 

 

 

#11
Breach of Fidicuiary Duty
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5

1/18/06
Wedsnesday

 

 

Trusts

Review
Chp. 51
Wills, Trusts, Elder Law
(powerpoint presentation)

 

 

 



Read notes on
Chp. 51 Wills and Trusts

 

 

 

 

 

 




#12

Resulting Trust

 

 

 

 

#13
Revocation of Wills


 

 

 

#B
Wills and Trust Quiz

6

1/18/06
Wedsnesday

 

 

Living Trusts

 

 

 

 

Read Introduction to Living Trusts

 

 

Review Intervivos Trusts Information

 

 

 

 


 

 


#14

Testamentary Capacity

#15
Living Trusts

 

 

 

 

.

 

7



1/18/06
Wedsnesday

 

 

Living Trusts

 

 

Review

Living Trust.
"Peter Pan"

General Revocable Trusts

Pour Over Will

 

 


#16

Post your Living Trust

#17
Post your "Pour Over Will"

 

 

 

 


 

 

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

 

 

8

1/25/06
Wedsnesday




Living Trusts

 

 

Review Estate Planning Design Worksheet

 

 

 

 

Read Additional Information on Living Trusts

Read Smith Living Trust

 

 


#18

Tyler Trust Case

 

 

 

 

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.

9

1/25/06
Wedsnesday

 

 

Estate Administration

 

 

 

 

.

 

 

Review Top ten Estate Planning Resources

 

 


#19

Summarize Steps in Administering California Estates

 

 

 

 

.

10

1/25/06
Wedsnesday

 

 

Advanced Health Care Directives

 

 

 

 

Durable Power of Attorney

 

 

Read about Advanced Health Care Directives

Read about Durable Power of Attorney

 

 

#20
Advanced Health Care Directives

#21
Crummey Family Trust

 

 



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

 

 

 

 


11

2/01/06
Wedsnesday

 

 

Caretakers Affidavit Form

Guardianships

 

 

Read about Guardianships

 

 

#22
Caretakers Affidavit Form

#23
Guardianships
.

12

2/01/06
Wedsnesday

Conservatorships

 

 

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Read about Conservatorships

 

 

 


#24
Conservatorships

 

 

 

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13


2/01/06
Wedsnesday

 

 

Emancipations

 

 

Read about Emancipations

 

 

 

 



 

 

#25
Emancipations

 

 



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

 

 

14

2/05/06
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

 

 

#26
Probate Subsitutes

#27
Petition to Establish Birth

#28
Life Insurance Trusts

 

 

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15

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