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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
§§ 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