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

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Read Wills Materials for Class

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All of the work below is done under moodle

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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 9/4/11

• Read the syllabus for the class there is no textbook for the class - all materials are on the internet
• Read "Where do I Start?"
• 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 and discuss   "How to Study Law and post to moodle
• Read and discuss  Good Legal Writing and post to moodle
• Read and discuss The Uses of Argument and post to moodle
• Read and discuss  Analytic Thinking and post to moodle
• Read  and discuss "Character Counts" and post to moodle
• Read and discuss Differences between a "Case" and a "Code" (10 Hour Law School) and post to moodle
• Read and discuss  "Recognizing Plagarism" and take the test

 

Week 2 - Due 9/11/11

• 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 and analyze the Maccallum case 
• #2 Prepare and Post your simple will - http://profj.us/25sp/law13/samplewill.htm
• forum discussion

 

Week 3 - Due 9/18/11

• 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 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 9/25/11

• Read Wills and Trusts Cases - http://profj.us/26sp/law13/oxy-dj/law13/wblwillcases.htm
• #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 - http://yourlawprof.com/22w/law13/martin.htm
• forum discussion

 

Week 5 - Due 10/2/11

• 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 Read and analyze Resulting Trusts  - Kling case - http://yourlawprof.com/22w/law13/kling.htm
• #9 Read and analyze Revocation of Wills - Calhoun case - http://yourlawprof.com/22w/law13/calhoun.htm
• Quiz B - Wills and Trust
• forum discussion

 

Week 6 - Due 10/9/11

• 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
• forum discussion

 

Week 7 - Due 10/16/11

• 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
• forum discussion

 

Week 8 - Due 10/23/11

• Read Additional Information on Living Trusts - http://profj.us/26sp/law13/lamc-dj/law13/infolivingtrusts.htm
• Read and analyze Smith Living Trust - http://profj.us/26sp/law13/lamc-dj/law13/smithtrust.htm
• #14 Read and analyze Tyler Trust Case - http://profj.us/25w/law13/trusts.htm
• Quiz #C - Chp. 51 Quiz 1 Wills, Trusts, and Elder Law Quiz 
• forum discussion

 

Week 9 - Due 10/30/11

• 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 11/6/11

• Read about Advanced Health Care Directives - http://profj.us/26sp/law13/lamc-dj/law13/healthpoa.htm
• Read about Power of Attorney 
• #16 Prepare an Advanced Health Care Directive - http://profj.us/26sp/law13/healthpoa.htm
• #17 Prepare a Crumney Family Trust 

 

Week 11 - Due 11/13/11

• Read about Guardianships
• #18 Prepare Caretakers Affidavit Form - http://profj.us/25w/law13/ctform.htm
• #19 Guardianships
• Quiz #D - C hp. 51 Quiz 2 Wills, Trusts, and Elder Law Quiz
• forum discussion

 

Week 12 - Due 11/20/11

• Read about Conservatorships 
• #20 Conservatorships
• forum discussion

 

Week 13 - Due 11/27/11

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

 

Week 14 - Due 12/4/11

• Read Simplified Probate Procedures 
• Read Petition to Establish Birth 
• #22 Probate Substitutes
• #23 Petition to Establish Birth
• forum discussion
  

   

Week 15 - Due 12/11/11

• Read about LIfe Insurance Trusts - http://www.abanet.org/rppt/publications/magazine/2002/02jf/02jf-fogel.html
• #24 Life Insurance Trusts
• forum discussion
  
  

Week 16 - Due 12/18/11

• #25 - Probate Administration
• forum discussion
  
  updated 7/12/11