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

1/07/02|
Mon.

. Read Chp. 53 Wills and Trusts (West Bus. Law 7th Ed.)

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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
.
.

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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..

..


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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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