Trusts and Estates

Course Information

Course Number
L6294-LEC
Curriculum Level
Upperclass
Areas of Study
Property, Real Estate, and Trusts & Estates
Type
Lecture
Additional Attributes
LLM NY Bar Exam Qualifier

Section 001 Information

Instructor

Section Description

Trusts & Estates surveys the law of property succession and wealth transfer, with an emphasis on state statutes and uniform law (Uniform Probate Code, Uniform Trust Code). Topical coverage includes: testamentary freedom and policy constraints on disposition; devolution of property without a will (intestacy); mental capacity requirements and protections against wrongful interference; formalities of will execution, amendment, and revocation; principles of will drafting; canons of will interpretation; protections for surviving family (spousal disinheritance, unintentional omission of spouse or child); will substitutes and non-probate transfers; planning for incapacity; creation of trusts; distributions of and claims against trust assets; modification and termination of trusts; implied trusts; fiduciary duties; and trust and probate administration. Coverage includes most Trusts & Estates subtopics tested on the Uniform Bar Exam.

School Year & Semester
Fall 2023
Location
JGH 102a
Schedule
Class meets on
  • Tuesday
  • Thursday
4:20 pm - 6:10 pm
Points
4
Method of Evaluation
Paper and Exam
J.D Writing Credit?
No

Learning Outcomes

Primary
  • Students will acquire an understanding of the specific body of law, including major policy concerns, in the area of Trusts and Estates.
  • Students will become familiar with special issues of professional competence and responsibility in the area of estate planning.
  • Students will develop the following skills: interviewing an estate planning client, constructing a suitable estate plan, drafting a simple will accompanied by memo to the client file.

Course Limitations

Instructor Pre-requisites
None
Instructor Co-Requisites
None
Recommended Courses
None
Other Limitations
None