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Law 13 - Wills & Trusts - #0373
 Prof  Elise Lampert - Read  Dear Online Student -  Study Guide and Welcome Message

 

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Resource:           Law 13 - Class Materials  

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All of the work below is done under Canvas

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Grade Distribution

Tests = 40% of your grade

Assignments - 45 % of your grade

Discussion Forums = 15 % of your grade

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A = 90% or above

B = 80% or above

C = 70% or above

D = 60% or above

 

A grade of C or greater is required to pass the class

Quizzes
Quiz # A - Wills and Trusts
Quiz # B - Wills and Trusts
Quiz # C - Wills, Trusts and Elder Law
Quiz # D - Wills, Trusts and Elder Law
Quiz # E -  Wills, Trusts and Elder Law

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Week 1 - Due  2/12/17

• Read the syllabus for the class - Lexes is required for this class  
• Read Dear Online Student 
  
• Read Disposition of Property = with or without a will 
• Read Law School Outline - see relevant Probate Code sections - http://home.pon.net/jmt/law/TwoL/wt/syllabus.htm 
• Post your Introduction 
• Read  Law Study
• Read   Legal Argumentation
• Read   Learning Ethics
• Read  Strategies against Procrastination
• Read Reading Law Cases-Codes  

 

Week 2 - Due 2/19/17

• Read Trusts and Wills Outline  
• Read Wills and Trusts cases - 
• #1 Read and analyze the Maccallum case 
• #2 Prepare and Post your simple will  
• forum discussion

 

Week 3 - Due 2/26/17

• Read Chapter 53 of Textbook  
• Read Lecture notes on Chapter 53 of Textbook  
• #3 Read and analyze Revocation of Will Case 
• #4 Read and analyze Validity of Wills case 
• Quiz #A - Wills and Trusts Quiz 
• forum discussion

 

Week 4 - Due 3/5/17

• Read Wills and Trusts Cases  
• #5 Prepare California Statutory Will - http://abogado.pbwiki.com/califwill
• #6 Analyze Recent Wills and Trusts Case and post - http://www.swlearning.com/blaw/cases/topic_wills.html
• #7 Read and Analyze Breach of Fiduciary Duty - Estate of Martin  
• forum discussion

 

Week 5 - Due 3/12/17

• Review Powerpoint slides on Wills, Trusts and Elder Law  
• Read notes on wills and trusts  
• #8 Read and analyze Resulting Trusts  - Kling case  
• #9 Read and analyze Revocation of Wills - Calhoun case  
• Quiz B - Wills and Trust
• forum discussion

 

Week 6 - Due  3/19/17

• Read Introduction to Living Trusts - http://www.living-trusts.net/intro-living-trusts.html
• Review Intervivos Information - http://missionparalegal.com/intervivos.htm
• #10 Testamentary Capacity - Burke case  
• #11 What are living trusts - Differences between wills an living trusts - http://www.lectlaw.com/filesh/qfl05.htm
• forum discussion

 

Week 7 - Due  3/26/17

• Review Peter Pan Living Trust - What are living trusts - Differences between wills an living trusts - http://www.lectlaw.com/filesh/qfl05.htm
• Review General Revocable Trusts - http://missionparalegal.com/revtrust.htm
• Review Pour Over Will - http://missionparalegal.com/pourover.htm
• #12 Post your Living Trust
• #13 Post your Pour Over Will - sample pour-over-will -http://abogado.pbworks.com/w/page/62648810/sample-pour-over-will   
• forum discussion

 

Week 8 - Due 4/2/17

• Read Additional Information on Living Trusts  
• Read and analyze Smith Living Trust  
• #14 Read and analyze Tyler Trust Case  
• Quiz #C - Chp. 51 Quiz 1 Wills, Trusts, and Elder Law Quiz 
• forum discussion  
• Spring Break 4/3 - 4/9 

 

Week 9 - Due  4/16/17

• Review Top Ten Planning Resources Estate http://home.pon.net/jmt/law/TwoL/ep/epweb/topten.htm
• #15 Summarize Steps in Administering a California Estate - http://home.pon.net/jmt/law/TwoL/ep/epn/ea.htm
• forum discussion

 

Week 10 - Due 4/23/17

• Read about Advanced Health Care Directives  
• Read about Power of Attorney 
• #16 Prepare an Advanced Health Care Directive  
• #17 Prepare a Crumney Family Trust 

 

Week 11 - Due  4/30/17

• Read about Guardianships
• #18 Prepare Caretakers Affidavit Form - 
• #19 Guardianships
• Quiz #D - C hp. 51 Quiz 2 Wills, Trusts, and Elder Law Quiz
• forum discussion

 

Week 12 - Due 5/7/16

• Read about Conservatorships 
• #20 Conservatorships
• forum discussion

 

Week 13 - Due 5/14/17

• Read about Emancipations
• #21 Emancipations
• Quiz #E - C hp. 51 Quiz 3 Wills, Trusts, and Elder Law Quiz
• forum discussion

 

Week 14 - Due 5/21/17

• Read Simplified Probate Procedures 
• Read Petition to Establish Birth 
• #22 Probate Substitutes
• #23 Petition to Establish Birth
• Extra Credit Ethics Assignment 
• forum discussion
  

   

Week 15 - Due 5/28/17

• Read about LIfe Insurance Trusts  
• #24 Life Insurance Trusts
• forum discussion
  
  

Week 16 - Due 6/4/17

• #25 - Probate Administration
• forum discussion

updated: 12/31/16