Wills, Trusts, and Estates: Aspen RoadMap Law Course Outline

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Now there is a student outline for Wills, Trusts, and Estates that you can recommend with absolute confidence. Experienced professors Jeffrey N. Pennell and Alan Newman combine their formidable talents in both writing and teaching in WILLS, TRUSTS, AND ESTATES to help students grasp important concepts and prepare for exams. Easy to use and visually appealing, this concise paperback:

  • explains wills, trusts, intestate succession and non-probate ...
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Overview

Now there is a student outline for Wills, Trusts, and Estates that you can recommend with absolute confidence. Experienced professors Jeffrey N. Pennell and Alan Newman combine their formidable talents in both writing and teaching in WILLS, TRUSTS, AND ESTATES to help students grasp important concepts and prepare for exams. Easy to use and visually appealing, this concise paperback:

  • explains wills, trusts, intestate succession and non-probate property clearly and succinctly
  • includes treatment of the latest revisions to the Uniform Probate Code
  • offers reliable advice on preparing for class, exams, and legal practice
  • contains numerous examples illustrating the application of rules and concepts WILLS, TRUSTS, AND ESTATES simplifies study with:
  • capsule summaries
  • chapter overviews
  • examples and analysis sections
  • chapter review questions
  • exam tips and sample exam questions
  • glossaries
  • a Casebook Correlation Chart that keys specific areas of the outline to the corresponding topic in major casebooks This clear and direct study guide supports a wide range of teaching materials by zeroing in on key concepts and bringing students to true understanding. Whatever your choice of a main casebook, WILLS, TRUSTS, AND ESTATES can make your course more accessible and memorable to students.

Click the appropriate link for more information on the following topics:  Rules Against Perpetuities; Fiduciary Administration; Wealth Transfer Taxation; Income Taxation of Estates, Trusts, and Beficiaries; Charitable Trusts and Planning for Incapacity.
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Product Details

  • ISBN-13: 9780735512481
  • Publisher: Wolters Kluwer Law & Business
  • Publication date: 7/28/2000
  • Series: Roadmap Law Course Outlines Series
  • Edition description: New Edition
  • Pages: 500
  • Product dimensions: 8.46 (w) x 10.88 (h) x 0.99 (d)

Table of Contents

Chapter 1 Introduction to Property Transfers at Death A. Objectives and Emphasis B. Terminology C. Testamentary Power D. Taxation, Improvidence, and Inheritance E. Competing Interests F. Probate and Nonprobate Transfers Review Questions and Answers Chapter 2 Intestacy A. Intestate Succession In General B. Surviving Spouse C. Descendants: Representation D. Ancestors and Collaterals E. Partial Intestacy F. Questions of Definition and Status G. Limitations on Inheritance Review Questions and Answers Chapter 3 Testamentary Capacity, Will Contests, Will Formalities, and Related Topics A. Testamentary Capacity B. Lack of Mental Capacity C. Testamentary Intent D. Undue Influence E. Fraud F. Practicalities G. Tortious Interference with and Inheritance H. Attestation and Execution Formalities I. Mistake in Execution J. Holographic Wills K. Conditional Wills L. Nuncupative (Oral) Wills M. Integration N. Incorporation by Reference O. The Doctrine of Independent Legal Significance P. Republication by Codicil Review Questions and Answers Chapter 4 Revocation A. Revocation by Physical Act B. Revocation by Subsequent Instrument C. Revocation by Operation of Law D. Revival E. Dependent Relative Revocation Review Questions and Answers Chapter 5 Will Contracts A. Joint Will B. Proving a Will Contract C. Avoiding Will Contracts D. Remedies Review Questions and Answers Chapter 6 Will Substitutes A. Coordinating Nonprobate Property with the Estate Plan B. Widespread Use of Will Substitutes C. Validity of Will Substitutes D. Life Insurance, Annuities, and Interests in Deferred Compensation E. Payable on Death Contracts F. Joint Tenancy G. Deeds H. Revocable Trusts I. The 'Blockbuster' Will J. Equitable Election K. Insurance Trusts L. Pour Over Wills Review Questions and Answers Chapter 7 Planning for Incapacity: Durable Powers of Attorney And Living Wills (
• This chapter will be included in a future Web site [address to be announced] and will be available for downloading free of charge.) Chapter 8 Interpretation : What the Decedent Intended A. Interpreting Will and Trusts B. Absence of Ambiguities: Mistakes C. Lack of Intent to Execute a Will D. Ambiguities and Inaccuracies E. Implied Gift Review Questions and Answers Chapter 9 Construction: Lapse and Class Gifts A. Construction and Interpretation B. Lapse C. More on Class Gifts Review Questions and Answers Chapter 10 Construction: Ademption, Abatement, Accessions, and Exoneration A. Classification of Disposition B. Ademption by Extinction C. Ademption by Satisfaction D. Abatement E. Accessions F. Exoneration Review Questions and Answers Chapter 11 Restrictions on the Power of Disposition: Statutory Forced Heir Shares and Community Property A. Status as Spouse B. Additional Marital Rights C. Community Property D. Noncommunity Property Jurisdictions E. Pretermitted Heirs Review Questions and Answers Chapter 12 Introduction to Trusts A. A Trust is B. Background C. Parties and Property D. Distinguishing Trusts E. Types of Trusts F. Reasons to Create Express Private Trusts G. Trust Purposes Review Questions and Answers Chapter 13 Trust Creation A. Creating a Trust B. Intent and Capacity C. The Trustee D. Trust Property E. Necessity of a Trust Beneficiary F. Absence of Notice to or Acceptance by Trustee or Beneficiary G. Oral Trusts H. Secret and Semi-Secret Trusts Review Questions and Answers Chapter 14 Trust Operation A. Discretionary Trusts B. Support Trusts C. Creditors' Rights and Spendthrift Provisions D. Modification and Termination E. Charitable Trusts (
• This section will be included in a future Web site [address to be announced] and will be available for downloading free of charge.) Review Questions and Answers Chapter 15 Powers of Appointment A. Power of Appointment Permits B. Terminology C. Why People Use Powers of Appointme

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