Wills
& Trusts
SYLLABUS
Fall 1999
Visiting
Professor Gerry W. Beyer
Santa Clara University
School of Law
Page number assignments are
found in Wills, Trusts, and Estates:
Examples and Explanations.
Section references are to the California
Probate Code.
Topics marked with an
asterisk (*) are specifically designated by the State Bar of California as
being testable on the California Bar Examination.
|
Date |
Topic |
Assignment |
|
|
Introduction |
|
|
August 16, 1999 |
Introduction
and Class Procedure |
|
|
|
Overview
and Terminology |
1-9 |
|
|
Intestate
Succession* |
|
|
|
Introduction* |
13-17 |
|
August 18, 1999 |
Surviving
Spouse* |
18-20 |
|
|
Descendants* |
20-29 |
August 23,
1999 |
Ancestors and Collaterals* |
29-34 |
|
|
Escheat |
34 |
|
|
Posthumous
Heirs |
35-36 |
|
|
Adopted
Individuals |
36-39 |
|
|
Non-Marital
Children |
39-40 |
|
August 25, 1999 |
Children
From Alternative Reproduction |
40-41 |
|
|
Stepchildren
and Foster Children |
41-42 |
|
|
Half-Blooded
Collateral Heirs |
42-43 |
|
|
Non-United
States Citizens |
43-44 |
|
|
Unworthy
Heirs |
44-48 |
|
|
Ancestral
Property |
49-50 |
|
|
Advancements |
50-53 |
|
August 30, 1999 |
Survival* |
53-56 |
|
(assignment
continues on next page) |
Disclaimers |
56-59 |
|
|
Assignment
or Release of Expectancy |
59-60 |
|
|
Equitable
Conversion |
61 |
|
|
Liability
for Predeceased Intermediary’s Debts |
61-62 |
|
|
Heir
Designation |
62 |
|
|
Choice
of Law |
62 |
|
|
Wills* |
|
|
September 1, 1999 |
Introduction* |
65-66 |
|
|
Legal
Capacity* |
66-68 |
|
|
Testamentary
Capacity* |
68-74 |
|
|
Testamentary
Intent |
74-76 |
|
September 8, 1999 |
Formalities
— Generally |
76-77 |
|
|
Formalities
— Attested Wills* |
77-97 |
|
|
Formalities
— Holographic Wills* |
97-101 |
|
|
Formalities
— Nuncupative Wills* |
101-102 |
|
September
13, 1999 |
Formalities — Soldiers’ and Seamen’s Wills |
102 |
|
|
Formalities
— Statutory Wills |
102-104 |
|
|
Classification
of Testamentary Gifts |
105-108 |
|
|
Ademption
by Extinction |
108-111 |
|
|
Ademption
by Satisfaction |
111-113 |
|
|
Changes
in Value |
114-117 |
|
September 15, 1999 |
Exoneration* |
117-118 |
|
|
Abatement |
118-119 |
|
|
Tax
Apportionment |
120 |
|
|
Marriage
of Testator* |
121-125 |
|
|
Divorce
of Testator |
125-128 |
|
September 20, 1999 |
Pretermitted Heirs* |
128-131 |
|
(assignment
continues on next page) |
Death
of Beneficiary (Lapse)* |
131-134 |
|
|
Failure
of Charitable Gift (Cy Pres) |
135-136 |
|
September 22, 1999 |
Survival* |
136-138 |
|
|
Revocation
by Operation of Law |
139-142 |
|
|
Revocation
by Physical Act* |
142-148 |
|
|
Revocation
by Subsequent Writing* |
148-150 |
|
|
Presumptions |
150-152 |
|
September 27, 1999 |
Revival* |
152-153 |
|
|
Conditional
Revocation |
153-157 |
|
|
Multiple
Originals* |
157 |
|
|
Interpretation
and Construction — Introduction |
159-160 |
|
September 29, 1999 |
Ambiguity |
161-165 |
|
|
Integration |
165-166 |
|
|
Incorporation by Reference |
166-171 |
|
|
Facts
of Independent Significance |
171-174 |
|
|
Tangible
Personal Property Document |
174-175 |
|
|
Pour-Over
Provisions |
175-178
(skim) |
|
October 4, 1999 |
Precatory
Language |
178-179 |
|
|
Class
Gifts |
180-183 |
|
|
Dead
Person’s Statute |
183 |
|
|
Will
Contests — Introduction |
185-186 |
|
|
Failure
to Satisfy Will Requirements |
186 |
|
|
Insane
Delusions |
186-190 |
|
October 6, 1999 |
Undue
Influence* |
190-196 |
|
|
Duress* |
196-197 |
|
|
Fraud* |
197-200 |
|
|
Mistake |
200-202 |