Wills, Trusts, and Estates

Tags: Visiting Professor of Law, SYLLABUS Winter, please leave a message, WILLS, class meeting, Topic INTRODUCTION, Class Procedure, Holographic Wills, TRUSTS, Professor Gerry W. Beyer, Class Gifts, Estates, GERRY W. BEYER, Ohio State University, class announcements, Moritz College of Law Course Materials, Combination Wills
Content: Revised Wednesday, January 04, 2012 WILLS, TRUSTS, AND ESTATES CLASS INFORMATION & SYLLABUS Winter 2012 Professor Gerry W. Beyer visiting professor of Law The Ohio State University Moritz College of Law Course Materials GERRY W. BEYER, WILLS, TRUSTS, AND ESTATES ­ EXAMPLES & EXPLANATIONS (4th ed. 2007). contact information: Office: 212 Telephone (office): (614) 292-8161 (If I am not in my office when you call, please leave a message on the voice mail system and I will return your call.) Fax: (978) 285-7941 Home: (806) 698-9334 (If I am not home, please leave a message with Margaret or on our voicemail and I will return your call.) E-mail: [email protected] Website: http://www.ProfessorBeyer.com Blog: http://www.BeyerBlog.com Twitter: Gerry_Beyer Office hours: Whenever I am in my office -- below are typical times (but subject to change): Monday through Thursday: 10:10 a.m. to 11:00 a.m. 1:00 p.m. to 4:30 p.m.
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus E-mail List: It is essential that you register for e-mail updates as these updates serve as the official source of all class announcements. Please submit your name and preferred e-mail address to me directly or via e-mail if you are not already receiving class announcements. Attendance: You are expected to attend every class meeting. Prompt Arrival: You are expected to be in your seat and ready to begin when class is scheduled to start. It is unprofessional and impolite to arrive at or after the start of class. Tardy: You are tardy if you (1) arrive late, (2) leave early, or (3) leave in the middle of class and return. Three tardies equates to one absence. (If you are really creative, you could come late, leave and return during class, and then leave early and get one absence in one day even though you are in class for awhile!) Excessive Absences: Other than in exceptional circumstances, if you accrue six (6) or more absences, you will be automatically dropped from this course. Notice will be provided after the fifth absence. You may petition for relief from this rule by submitting a sworn affidavit along with supporting materials to document the reason for your absences. Note that your petition must show a justifiable reason for all your absences, not just the sixth and subsequent absences. Class Preparation: You must be prepared for every class. You must be prepared to discuss the assigned material. Your final grade is subject to reduction for being unprepared. Technology Etiquette: Turn off all Mobile communication devices such as cellular telephones and pagers prior to the beginning of class. Boot up computers before class starts. Turn off computer audio. Disable distracting screen savers. Use an adequately charged battery or a power cord to avoid running out of power and the associated low battery warning noises. Page 2 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Do not use your computer for purposes that are not related to class. For example, do not write or reply to e-mail or instant messages, surf the Internet, tweet, work on your Facebook or MySpace page, etc.
Syllabus: Assignments are subject to change. Updates will be sent to all students via e-mail.
Date
Topic
INTRODUCTION
January 9, 2012 Introduction and Class Procedure
Overview and Terminology
INTESTATE SUCCESSION
January 10, 2012 Introduction
Surviving Spouse
January 11, 2012 Descendants
January 16, 2012 No class ­ Martin Luther King Day
January 17, 2012 Ancestors and Collaterals
Escheat
Posthumous Heirs
January 18, 2012 Adopted Individuals
Non-Marital Children
Children From Alternative Reproduction
Stepchildren
January 23, 2012 Half-Blooded Collateral Heirs
Non-UNITED STATES Citizens
Unworthy Heirs
Assignment 1-9 13-18 18-20 20-30 31-36 36 37-38 38-41 42-43 43 44 44-46 46 47-52
Page 3 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Date
Topic
Non-marital Partners
Ancestral Property
Advancements
January 24, 2012 Survival
Disclaimers
Assignment or Release of Expectancy
Equitable Conversion
Liability for Predeceased Intermediary's Debts
January 25, 2012 Heir Designation
Choice of Law
WILLS
Introduction
Legal Capacity
January 30, 2012 Testamentary Capacity
Testamentary Intent
January 31, 2012 Formalities -- Generally
Formalities -- Attested Wills
February 1, 2012 Formalities -- Holographic Wills
Formalities -- Nuncupative Wills
Formalities -- Soldiers' and Seamen's Wills
Formalities -- Statutory Wills
Classification of Testamentary Gifts
Assignment 52 53-54 54-58 58-61 61-64 65-66 66 67 68 68 71-72 72-74 74-81 81-82 83 84-106 106-110 110-111 112 112-114 115-118
Page 4 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Date
Topic
Assignment
February 6, 2012 Ademption by Extinction
118-122
Ademption by Satisfaction
122-124
Changes in Value
125-128
February 7, 2012 Exoneration
128-129
Abatement
129-131
Tax Apportionment
131-132
Marriage of Testator
133-138
February 8, 2012 Divorce of Testator
138-140
Pretermitted Heirs
141-144
February 13, 2012 Death of Beneficiary (Lapse)
145-148
Failure of Charitable Gift (Cy Pres)
148-150
February 14, 2012 Survival
150-151
Revocation by Operation of Law
153-156
Revocation by Physical Act
156-163
February 15, 2012 Revocation by Subsequent Writing
163-165
Presumptions
166-167
Revival
167-168
February 20, 2012 Conditional Revocation
169-173
Multiple Originals
173-174
Interpretation and Construction -- Introduction 175-176
February 21, 2012 Ambiguity
177-181
Integration
181-183
Page 5 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Date
Topic
Assignment
Incorporation by Reference
183-188
Facts of Independent Significance
188-192
February 22, 2012 Tangible personal property Document
192
Pour-Over Provisions
192-196
Precatory Language
196-197
Class Gifts
198-201
Dead Person's Statute
201
February 27, 2012 Will Contests -- Introduction
203-204
Failure to Satisfy Will Requirements
204
Insane Delusions
205-208
February 28, 2012 Undue Influence
208-215
Duress
215
Fraud
216-219
February 29, 2012 Mistake
219-221
Remedies
221-222
Preventing Will Contests
222-232
Tortious Interference with Expectancy
232-233
Conditional Wills
235-236
March 5, 2012
Conditional Gifts
236-239
Combination Wills (Joint, Reciprocal, Contract) 239-244
Election Wills
244-246
Disclaimer
246
Page 6 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Date
Topic
ESTATE ADMINISTRATION
March 6, 2012
Generally
March 7, 2012
[continued]
NON-PROBATE TRANSFERS
Generally
March 12, 2012 [continued]
TRUSTS
March 13, 2012 Introduction
Trust Intent
Methods of Trust Creation
March 14, 2012 The Settlor
Statute of Frauds
Trust Purposes
March 19-21, 2012 No classes ­ Spring Break
March 26, 2012 Trust Property
The Trustee
March 27, 2012 The Beneficiary -- Generally
Honorary Trusts
Incidental Beneficiaries
March 28, 2012 Disclaimers
Voluntary and Involuntary Transfers
Spendthrift Restrictions
Assignment 249-266 267-321 323-334 334-347 348-351 351-353 353-359 359-364 364-367 367-372 372-375 375-376 376-377 377 377-379 379-384
Page 7 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Date April 2, 2012 April 3, 2012 April 4, 2012 April 9, 2012 April 10, 2012 April 11, 2012 April 16, 2012 April 17, 2012
Topic Discretionary Provisions Support Provisions Pour-Over Provisions Life Insurance Trusts Rule Against Perpetuities charitable trusts Overview of Trust Administration Trust Investments and Standard of Care Trustee Powers Trust Distributions Duty of Loyalty (Self Dealing & Conflicts) Liability of Trustee to Third Parties Allocation of Receipts and Expenses Accountings Trustee Compensation Trust Modification -- By Court Trust Modification -- By Parties Trust Termination Reformation Trust Enforcement -- Procedural Matters Remedies Against the Trustee Remedies Involving Trust Property
Assignment 384-387 388-390 390 390-392 392-395 396-402 403-408 408-417 418-423 423-425 425-431 431-436 437-449 449-451 451-453 453-456 456-457 457-461 461 463-465 465-471 471-476
Page 8 of 9
Wills, Trusts, and Estates -- Prof. Beyer -- Winter 2012 Class Information & Syllabus
Date April 18, 2012 April 23, 2012 May 7, 2012
Topic Remedies Against the Beneficiary causes of action Against Third Parties Barring of Remedies OTHER ISSUES Resulting Trusts Constructive Trusts Trust Bank Accounts Introduction to Wealth Transfer Taxation Introduction to Disability and Death Planning Malpractice and Professional Responsibility CONCLUSION Final Thoughts Examination Information Examination
Assignment 476 477 477-482 483-488 489-494 305-310 497-498 575-576 607-614
Page 9 of 9

File: wills-trusts-and-estates.pdf
Title: ESTATE PLANNING
Author: Gerry W. Beyer
Published: Wed Jan 4 15:48:06 2012
Pages: 9
File size: 0.04 Mb


Coronary fluid dynamics, 13 pages, 0.24 Mb

About the Author, 88 pages, 1.26 Mb

Forest Products, 2 pages, 0.45 Mb
Copyright © 2018 doc.uments.com