Law 13 - Wills & Trusts
Class Schedule
updated: 1/30/02
Class
Date
Lecture
Discussion
Quiz
Assignment
1
1/02/02
Weds.
Intro to Class
Read
Disposition of Property (with/without a will)
Read
Course Description
&
Syllabus
Read Santa Clara Law School Syllabus
(gives Probate Code Sections for different topics we will cover)
Introduce yourself to the class (100 points)
&
Read How to Study Law & Post
Read "How do I learn best", and then post 3 strategies to improve your learning
2
1/03/02
Thurs.
Review Wills & Trusts (West Bus. Law 7th Edition)
.
.
Discuss Adopted Children case (MacCallum v. Seymour)
.
Read Contents of California Statutory Will and post your unique will here
3
1/07/02|
Mon.
.
Read Chp. 53 Wills and Trusts (West Bus. Law 7th Ed.)
.
.
.
4
1/08/02
Tues
.
Wills and Trusts Outline
.
.
Wills and Trusts Case Briefs
Revocation of Will
(Barrera Case) - post here
.
.
5
1/09/02
Weds
.
..
Validity of Wills
Maheras Case
post here
Chapter 53 (blue book 7th Edition)Wills and Trust Quiz
.
.
6
1/14/02
Mon.
West Business Law
Resources
.
Create two (2) Quiz questions and post them here
Review and Summarize two (2) of the updated cases on Wills and Trusts
.
7
1/16/02
Weds
Breach of Fiduciary Duty
Martin case
post here
.
.
Chp. 50
(red book 8th Edition)
Quiz Due
.
.
.
8
1/17/02
Thurs.
.
Resulting Trusts
Kling case
post here.
Revocation of a Will
Calhoun case
post here
.
.
9
1/22/02
Tues
.
A question of ethics
Burke case
post here.
Student Quiz
.
.
10
1/23/02
Weds
Introduction to Living Trusts
Review Intervivos Trusts Information
.
.
..
.
11
1/24/02
Thurs.
Living Trust Confidential Client Worksheet.
Additional Information on Living Trusts.
.
Living Trust.
"Peter Pan"
General Revocable Trusts
Pour Over Will
..
12
1/28/02
Mon
.
.
post your living trust here
.
post your pour over will here
.
13
1/29/02
Tues
.
.
Smith Living Trust
Tyler Trust Case
post here
.
.
14
1/30/02
Weds
Tax aspects of transferring your house to a living trust
.
.
Preliminary Change of Ownership
..
quitclaim deed transferring real property to a living trust
ABA Trust Section.
15
2/01/02
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