Law 13 - Wiolls & Trusts - Prof Elise Lampert
Due Dates Law 13 - Wills & Trusts - Prof. Elise Lampert - Read Wills Materials for Class
login to class - moodle information - http://1moodle.pbwiki.com - law home page - http://lamission.edu/law - look at classwiki - http://wills-trusts.pbwiki.com/ - important dates - http://www.lamission.edu/students/calendar.aspx - good summary of Trusts and Estates - see course description - http://www.lamission.edu/disciplines/law.html
All work is due on Sundays by 11:55 pm - no late work please - http://profj.us/late -
All of the work below is done under moodle
Week 1 - Due 1-11-09
- Read the syllabus for the class there is no textbook for the class - all materials are on the internet
- Read Disposition of Property = with or without a will - http://www.mtpalermo.com/sec-1.htm
- Read Law School Outline - see relevant Probate Code sections - http://home.pon.net/jmt/law/TwoL/wt/syllabus.htm
- Post your Introduction
- Post "How to Study Law
- Post Good Legal Writing
- Post The Uses of Argument
- Post Analytic Thinking
- Post Legal Ethics - "Character Counts"
- Take Moodle 101 Tutorial
-
- Read Trusts and Wills Outline -http://www.profj.us/26sp/law13/oxy-dj/law13/trustout.htm
- Read Wills and Trusts cases - http://www.profj.us/26sp/law13/oxy-dj/law13/trustbriefs.htm
- #1 Read the Maccallum case - http://yourlawprof.com/22w/law13/maccallum.htm
- #2 Prepare and Post your simple will - http://profj.us/25sp/law13/samplewill.htm
- Read Chapter 53 of Textbook - http://profj.us/26sp/law13/lamc-dj/law13/wills.htm
- Read Lecture notes on Chapter 53 of Textbook - http://profj.us/26sp/law13/lamc-dj/law13/chp53text.htm
- #3 Read Revocation of Will Case - Barrera and post - http://yourlawprof.com/22w/law13/barrera.htm
- #4 Read Validity of Wills case - Mineras and post - http://yourlawprof.com/22w/law13/maheras.htm
- Quiz #A - Wills and Trusts Quiz
Week 2 - Due 1-18-09
- Read Wills and Trusts Cases - http://profj.us/26sp/law13/oxy-dj/law13/wblwillcases.htm
- #6 Analyze Recent Wills and Trusts Case and post - http://www.swlearning.com/blaw/cases/topic_wills.html
- #7 Breach of Fiduciary Duty - Estate of Martin - http://yourlawprof.com/22w/law13/martin.htm
- Review Powerpoint slides on Wills, Trusts and Elder Law - http://profj.us/26sp/law13/lamc-dj/law13/chp50.ppt
- Read notes on wills and trusts - http://profj.us/26sp/law13/lamc-dj/law13/chp50.htm
- #8 Resulting Trusts - Kling case - http://yourlawprof.com/22w/law13/kling.htm
- #9 Revocation of Wills - Calhoun case - http://yourlawprof.com/22w/law13/calhoun.htm
- Quiz B - Wills and Trust
- 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 - http://yourlawprof.com/22w/law13/burke.htm
- #11 What are living trusts - Differences between wills an living trusts - http://www.lectlaw.com/filesh/qfl05.htm
Week 3 - Due 1-25-09
- 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://www.medlawplus.com/legalforms/instruct/sample-pwill.html
- Quiz #C - Chp. 51 Quiz 1 Wills, Trusts, and Elder Law Quiz
- Read Additional Information on Living Trusts - http://profj.us/26sp/law13/lamc-dj/law13/infolivingtrusts.htm
- Read Smith Living Trust - http://profj.us/26sp/law13/lamc-dj/law13/smithtrust.htm
- #14 Tyler Trust Case - http://profj.us/25w/law13/trusts.htm
- 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
Week 4 - Due 2-01-09
- Read about Advanced Health Care Directives - http://profj.us/26sp/law13/lamc-dj/law13/healthpoa.htm
- Read about Power of Attorney - http://www.scselfservice.org/probate/finan/powersatty.htm
- #16 Prepare an Advanced Health Care Directive - http://profj.us/26sp/law13/healthpoa.htm
- #17 Prepare a Crumney Family Trust - http://www.trustsandestates.net/EPForms/CrumTt.htm
- Quiz #D - C hp. 51 Quiz 2 Wills, Trusts, and Elder Law Quiz
- Read about Guardianships
- #18 Prepare Caretakers Affidavit Form - http://profj.us/25w/law13/ctform.htm
- #19 Guardianships
- Read about Conservatorships - http://www.scselfservice.org/probate/adult/conservatorship.htm
- #20 Conservatorships
-
Week 5 - Due 2-08-09
- Read about Emancipations
- #21 Emancipations
- Quiz #E - C hp. 51 Quiz 3 Wills, Trusts, and Elder Law Quiz
- Read Simplified Probate Procedures - http://www.scselfservice.org/probate/prop/substitutes.htm
- Read Petition to Establish Birth - http://www.scselfservice.org/probate/other/BirthDeathMarriage.htm
- Read about LIfe Insurance Trusts - http://www.abanet.org/rppt/publications/magazine/2002/02jf/02jf-fogel.html
- #22 Probate Substitutes
- #23 Petition to Establish Birth
- #24 Life Insurance Trusts
Scores and Grades
Tests = 40% of your grade
Assignmments - 50 % of your grade
Discussion Forums = 10 % of your grade
*************************************
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
- above points subject to change upon notice to class