Law 13 - Wills & Trusts - Section # 17491
This is an accelerated, 8 week, entirely online class
Starts 8/27/18 - 10/21/18
Prof Elise Lampert - Read Dear Online Student - Study Guide and Welcome Message
Resource: Law 13 - Class Materials
All of the work below is done under Canvas
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
Week 1 - Due 9/2/18
- Read the syllabus for the 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
- 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 2 - Due 9/9/18
- 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
- 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 3 - Due 9/16/18
- 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
- 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 4 - Due 9/23/18
- 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
- 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
Week 5 - Due 9/30/18
- 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
- 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 6 - Due 10/7/18
- 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
- Read about Conservatorships
- #20 Conservatorships
- forum discussion
Week 7 - Due 10/14/18
- Read about Emancipations
- #21 Emancipations
- Quiz #E - C hp. 51 Quiz 3 Wills, Trusts, and Elder Law Quiz
- forum discussion
- Read Simplified Probate Procedures
- Read Petition to Establish Birth
- #22 Probate Substitutes
- #23 Petition to Establish Birth
- Extra Credit Ethics Assignment
- forum discussion
Week 8 - Due 10/21/18
- Read about LIfe Insurance Trusts
- #24 Life Insurance Trusts
- forum discussion
- #25 - Probate Administration
- forum discussion
updated: 6/26/18