Introduction

August 16, 1999

Introduction and Class Procedure

Overview and Terminology

1-9
§§ 20-88

Intestate Succession*

Introduction*

13-17
§§  44, 6400

August 18, 1999

Surviving Spouse*

18-20
§§ 28, 50, 66, 100, 101, 102, 140-147, 6401, 6412

Descendants*

20-29
§§ 240 [compare §§ 245-247], 6402(a)

August 23, 1999

Ancestors and Collaterals*

29-34
§ 6402(b)-(g)

Escheat

34
§§ 6404, 6800-6806

Posthumous Heirs

35-36
§ 6407

Adopted Individuals

36-39
§§ 6450, 6451, 6453-6455

Non-Marital Children

39-40
§§ 6452, 6453

August 25, 1999

Children From Alternative Reproduction

40-41

Stepchildren and Foster Children

41-42
§§ 6402(e), 6454

Half-Blooded Collateral Heirs

42-43
§§ 6406, 6451(b)

Non-United States Citizens

43-44
§ 6411

Unworthy Heirs

44-48
§§ 250-259, 6452

Ancestral Property

49-50
§ 6402.5

Advancements

50-53
§ 6409

August 30, 1999

Survival*

53-56
§§ 103, 220-226, 6403

(assignment continues on next page)

Disclaimers

56-59
§§ 260-295

Assignment or Release of Expectancy

59-60

Equitable Conversion

61
[compare § 21107]

Liability for Predeceased Intermediary’s Debts

61-62
§ 6410

Heir Designation

62

Choice of Law

62

Wills*

September 1, 1999

Introduction*

65-66
§§ 6101, 6102, 6113, 21105, 21116

Legal Capacity*

66-68
§ 6100

Testamentary Capacity*

68-74
§§ 810-812, 6100, 6100.5

Testamentary Intent

74-76
§ 6111.5

September 8, 1999

Formalities — Generally

76-77

Formalities — Attested Wills*

77-97
§§ 76, 6110, 6112, 8220, 8221

Formalities — Holographic Wills*

97-101
§§ 6111, 8222

Formalities — Nuncupative Wills*

101-102

September 13, 1999

Formalities — Soldiers’ and Seamen’s Wills

102

Formalities — Statutory Wills

102-104
§§ 6200-6243

Classification of Testamentary Gifts

105-108
§§ 32, 34, 21117, 21118

Ademption by Extinction

108-111
§§ 21133, 21134, 21136, 21138

Ademption by Satisfaction

111-113
§ 21135

Changes in Value

114-117
§§ 12000-12007, 21132

September 15, 1999

Exoneration*

117-118
§§ 21131, 21137

Abatement

118-119
§§ 21400-21406

Tax Apportionment

120
§§ 20100-20225 (generally)

Marriage of Testator*

121-125
§§ 120, 21610-21612

Divorce of Testator

125-128
§ 6122

September 20, 1999

Pretermitted Heirs*

128-131
§§ 21620-21630

(assignment continues on next page)

Death of Beneficiary (Lapse)*

131-134
§§ 21109-21111, 21115

Failure of Charitable Gift (Cy Pres)

135-136

September 22, 1999

Survival*

136-138
§§ 220-226, 21109

Revocation by Operation of Law

139-142

Revocation by Physical Act*

142-148
§ 6120(b)

Revocation by Subsequent Writing*

148-150
§ 6120(a)

Presumptions

150-152
§§ 6124, 8223

September 27, 1999

Revival*

152-153
§ 6123

Conditional Revocation

153-157

Multiple Originals*

157
§ 6121

Interpretation and Construction — Introduction

159-160
§§ 6111.5, 21102, 21120-21122

September 29, 1999

Ambiguity

161-165
§§ 6111.5, 21121

Integration

165-166

Incorporation by Reference

166-171
§ 6130

Facts of Independent Significance

171-174
§ 6131

Tangible Personal Property Document

174-175

Pour-Over Provisions

175-178 (skim)

October 4, 1999

Precatory Language

178-179

Class Gifts

180-183
§§ 21113-21115

Dead Person’s Statute

183

Will Contests — Introduction

185-186
§§ 8004, 8252, 8270

Failure to Satisfy Will Requirements

186
§ 8252

Insane Delusions

186-190
§ 6100.5(a)(2)

October 6, 1999

Undue Influence*

190-196
§§ 6104, 21350-21356

Duress*

196-197
§ 6104

Fraud*

197-200
§ 6104

Mistake

200-202

Remedies

202-203
§ 6104

October 13, 1999

Preventing Will Contests

203-213
§§ 21300-21321

Conditional Wills

215-216
§§ 6105, 21112

Conditional Gifts

216-219

(assignment continues on next page)

Combination Wills (Joint, Reciprocal, Contract)*

219-223
§ 150

Election Wills

223-225

Disclaimer

225

Estate Administration

October 18, 1999

Generally

229-245
§§ 6500-6545, 7000, 7001, 7050, 7051, 8100, 8110, 8403, 8480, 8481, 9050, 9600, 9601, 10450, 10500, 10400-10592 (skim), 10800-10805, 10810-10814, 13500

Non-Probate Transfers

October 20, 1999

Generally

247-296 (generally)

Trusts*[1]

October 25, 1999

Introduction

299-305
§§ 15000-15004

Trust Intent

307-319
§§ 82, 15201, 15209

Methods of Trust Creation

319-322
§§ 15200, 15208

The Settlor

322-324
§§ 18200, 18201

October 27, 1999

Statute of Frauds

324-330
§§ 15206, 15207, 15210

Trust Purposes

330-334
§§ 15203, 15204

Trust Property

334-337
§§ 62, 15202

The Trustee

337-341
§§ 84, 15600-15641, 15643-15660.5

November 1, 1999

The Beneficiary — Generally

341-343
§§ 24, 15205, 15800-15805

Honorary Trusts

343-344
§§ 15211, 15212

Incidental Beneficiaries

344-345

Disclaimer

345
§§ 260-295, 15309

Voluntary and Involuntary Transfers

345-347
§§ 15300, 15301, 15304-15308

November 3, 1999

Spendthrift Restrictions

347-351
§§ 15300, 15301, 15304-15308

Discretionary Provisions

351-355
§§ 15303, 16080-16082

(assignment continues on next page)

Support Provisions

355-357
§ 15302

Pour-Over Provisions

357, 175-178
§§ 6300-6303

Life Insurance Trusts

357-359
§§ 6320-6330

November 8, 1999

Rule Against Perpetuities

359-362
§§ 15413, 21200-21231 (generally)

Charitable Trusts

362-368
§§ 16100-16105 (generally)

Overview of Trust Administration

369-374
§§ 15210, 16000, 16006, 16009-16011, 16060, 16238

Trust Investments and Standard of Care

374-382
§§ 16007, 16014, 16040-16054, 16461

November 10, 1999

Trustee Powers

382-387
§§ 16012, 16013, 16052, 16080, 16200-16249, 16401, 16402

Trust Distributions

387-389
§§ 16003, 16245

Duty of Loyalty  (Self Dealing & Conflicts)

389-395
§§ 16002, 16004, 16005, 16015

November 15, 1999

Liability of Trustee to Third Parties

395-399
§§ 18000-18005

(assignment continues on next page)

Allocation of Receipts and Expenses

400-409
§§ 16003, 16300-16315

Accountings

410-412
§§ 16060-16064

Trustee Compensation

412-413
§§ 15680-15688, 16041

Trust Modification — By Court

413-416
§§ 15408, 15409, 15411, 15412

November 17, 1999

Trust Modification — By Parties

416-417
§§ 15400-15406

Trust Termination

418-421
§§ 15407, 15410, 15414

Trust Enforcement — Procedural Matters

423-425
§§ 16420, 16421, 17000 to 17457 (generally)

Remedies Against the Trustee

425-430
§§ 15642, 16400, 16403, 16440-16442

Remedies Involving Trust Property

430-435
§§ 16420, 18110-18104, 19000-19402 (generally)

Remedies Against the Beneficiary

435

Causes of Action Against Third Parties

435
§ 162249(b)

Barring of Remedies

435-439
§§ 16440(b), 16460 to 16465

November 22, 1999

Resulting Trusts

441-445

Constructive Trusts

447-451

Trust Bank Accounts

281-283[2]
§§ 5100-5407 (as relevant)

Introduction to Wealth Transfer Taxation

Introduction to Disability and Death Planning

Malpractice and Professional Responsibility

551-558

Conclusion

November 24, 1999

Final Thoughts
Examination Information

December 4, 1999

Examination