Wills and trusts in a nutshell:
Overview: The fourth edition of this book updates laws affecting intestate succession, wills, guardianships and trusts. It introduces wills terminology to the lay audience and summarizes the law of trusts with references to the Uniform Trust Code and the Restatement of Trusts. It uses problems arisi...
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
St. Paul, MN
West
[2012]
|
| Ausgabe: | Fourth edition |
| Schriftenreihe: | West nutshell series
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Zusammenfassung: | Overview: The fourth edition of this book updates laws affecting intestate succession, wills, guardianships and trusts. It introduces wills terminology to the lay audience and summarizes the law of trusts with references to the Uniform Trust Code and the Restatement of Trusts. It uses problems arising from celebrity peccadilloes and deaths, such as those of Brooke Astor, James Brown, Michael Jackson, and Anna Nichole Smith to illustrate legal issues. The book can be adopted to supplement a traditional wills and trusts class or as the sole text for a seminar |
| Beschreibung: | XXIII, 360 Seiten |
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Datensatz im Suchindex
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| adam_text | OUTLINE
Page
Preface------------------------------------- V
Acknowledgements--------------------------- VII
Table of Cases----------------------------- XXI
Introduction---------------------------------- 1
Chapter 1. Intestacy 7
A. Intestate Statutes------------------— 7
B. Modern Intestacy Schemes-------------------- 9
1. Surviving Spouse’s Share---------------- 10
a. The Entire Estate ------------------ 10
b. Portion of the Estate---------------- 10
i. Decedent Leaves a Parent.— 11
ii. Decedent Leaves Stepchildren --- 11
iii. Decedent Leaves Children From
a Prior Relationship—....— 11
2. Descendants--------------------------- 12
3. Parents----------------------------- 12
4. Grandparents-------------------------- 13
5. Collateral Relatives------------------- 13
a. First—Line Collaterals-------------- 13
b. Second and Third-line Collaterals— 16
c. Next of Kin------------------------ 16
d. Stepchildren----------------------- 16
e. Preferences-------------------------- 16
6. The State---------------------------- 17
IX
OUTLINE
Page
B. Modern Intestacy Schemes—Continued
7. Community Property Intestacy Statutes --------------------------------- 18
C. Simultaneous Death______________________ 19
D. Division Among Co-Takers--------------- 20
1. By Right of Representation.......... 20
2. Classic Per Stirpes------------------ 23
3. Per Capita at Each Generation-------- 24
E. Non—Marital, Posthumous, and Adopted
Children____________________________ 24
1. Non-Marital Children---------------- 24
a. Expanding the Definition of Legiti-
macy ------------------------- 25
b. Statutory Trends Permitting Non-
Marital Children to Inherit----- 26
c. Constitutional Rights of Non-Mari-
tal Children to Inherit--------- 27
d. Disinheritance of Non—Marital Chil-
dren by Will------------------ 28
2. Posthumous Children__________________ 28
3. Adoptions___________________________ 30
a. Traditional Adoptions------------- 30
b. Virtual Adoptions--------------- 31
c. Inheritance—Motivated Adoptions — 32
F. Bars to Succession______________________ 34
1. Disclaimer--------------------------- 35
2. Divorce and Bigamy___________________ 35
3. Murder or Manslaughter ------------- 36
Chapter 2. Rights of the Spouse and
Children_____________________________ 38
A. Summary of Spousal Rights--------------- 38
1. Quarantine--------------------------- 38
x
OUTLINE
Page
A. Summary of Spousal Rights—Continued
2. Homestead and Exempt Property------- 39
3. Family Maintenance Allowance ...... 39
4. Small Estate Legislation-------------- 40
5. Dower, Curtesy, or Statutory Equiva-
lents -------------------------- 40
B. Who Is a Widow or Widower?--------------- 43
C. Pre-Marital Wills---------------------- 45
D. Pretermission (Omitted Children)--------- 46
E. Test Knowledge on Pretermission.......... 51
Chapter 3. The Statute of Wills------------ 61
A. Introduction---------------------------- 61
B. Formal Wills-----------------—.......... 63
1. New York Estates, Powers Trusts
Law § 3—2.1.----------------------- 63
2. Uniform Probate Code § 2-502 ------- 64
3. Analysis of Requirements------------- 65
a. Wills Must Be in Writing--------- 66
b. Exceptions to the Written Requirement ------------------------------- 66
c. Subscribed and Signed at the End ... 67
d. Signature by Another for the Testator ---------------------------------- 69
e. Presence of the Testator----------- 70
f. Signing or Acknowledging -------- 70
g. At the Same Time----------------- 71
h. Number of Witnesses---------------- 71
i. Request by the Testator------------ 72
j. Sign * ‘His” Name---------------- 72
k. Addresses for Witnesses------------ 72
Witnesses to a Formal Will--------------- 73
The “Interested’’ Witness---------------- 74
C.
D.
XI
OUTLINE
Page
E. Holographic Wills----------------------- 76
1. Handwriting”-------------------------- 77
2. Entirely”_____________________________ 78
3. Signed”_______________________________ 78
4. Dated”________________________________ 79
F. Strict v. Liberal Interpretation---------- 80
G. Testamentary Intent---------------------- 81
1. Letter Wills_________________________ 82
2. Conditional Wills--------------------- 83
3. Mock Wills and Sham Wills______________ 84
H. Will Contests: Incapacity, Fraud, Undue
Influence------------------------------- 85
1. Incapacity--------------------------- 87
2. Fraud__________________________________ 89
3. Undue Influence------------------------ 92
Chapter 4, Revoking and Changing
Wills___________________-____________ 95
A. Revocability---------------------------- 95
B. Intentional Revocations------------------ 96
C. Revocation by Writing: Express and Im-
plied ---------------------------------- 98
D. Revocation by Act------------------------ 101
E. Partial Revocation by Act---------------- 102
F. Revocation by Operation of Law---------- 103
G. Lost Wills_______________________________ 104
H. Revival---------------------------------- 106
I. Dependent Relative Revocation------------ 108
1. Theories and Approaches--------------- 108
2. Interaction With Other Wills Doctrines 111
Chapters, Will Components------------------ 113
A. Codicils--------------------------------- 113
XII
OUTLINE
Page
B. Integration----------------------------— 115
1. External Integration------------------ 115
2. Internal Integration------------------ 116
C. Republication-------------------------- 117
D. Incorporation by Reference--------------- 121
E. Independent Legal Significance------------ 124
Chapter 6, Beneficiaries--------------------- 126
A. Introduction---------------------------- 126
B. Beneficiary’s Nature or Action------------ 127
1. Aliens, Animals, Charities, Corpora-
tions and Felons--------------------- 127
2. Death of the Beneficiary------------- 129
3. Renunciation (Disclaimer)------------- 133
4. Slayers as Beneficiaries--------------- 134
a. Legal Theories---------------------- 135
b. Type of Slaying--------------------- 137
c. Type of Property------------------ 137
C. Testator’s Action: Contracts to Make a
Will__________________________________ 140
D. Joint Action of Testator and Beneficiary— 143
1. No-Contest (“In Terrorem”) Clauses ... 143
2. Conditional Bequests, Equitable
Charges and Elections............. - 145
a. Conditional Bequests------------- — 145
b. Equitable Charges------------------- 147
c. Elections--------------------------- 147
3. Property Settlement Agreement---------- 148
4. Advancements and Ademption by Satis-
faction --------------------------- 148
5. Set-Off (Retainer) -------------------- 152
XIII
OUTLINE
Page
Chapter 7. Estate Property________________ 154
A. Types of Bequests and Devises----------- 154
1. Specific Bequests or Devises-------- 155
2. Demonstrative Bequests--------------- 156
3. General Bequests and Devises-------- 157
4. Residual Bequests and Devises-------- 158
B. Abatement_______________________________ 160
C. Accretion------------------------------- 161
D. Ademption by Extinction_________________ 163
E. Exoneration----------------------------- 170
Chapters. Interpretation_________________ 172
Chapter 9. Creation of Trusts------------- 175
A. Trusts Contrasted to Wills-------------- 175
B. Defining a ‘‘Trust”_____________________ 175
C. Contrasting a Trust Against Other Rela-
tionships_____________________________ 178
1. Agency v. Trust______________________ 178
2. Custodianships v. Trusts_____________ 180
3. Personal Representatives v. Trusts-- 180
4. Bailments v. Trusts__________________ 181
5. Power of Appointments v. Trusts------ 182
6. Security Arrangements v. Trusts------ 184
7. Contracts v. Trusts------------------ 185
8. The Imperfect Gift v. Trust__________ 186
D. Quiz on Trusts v. Other Relationships-- 187
Chapter 10. Elements of a Trust------------ 190
A. The Transfer---------------------------- 190
B. Trust Res/Property______________________ 196
C. The Settlor----------------------------- 203
D. The Trustee_____________________________ 206
XIV
OUTLINE
Page
E. The Beneficiary------------------------- 212
1. Private Trust Beneficiaries----------- 214
a. Capacity--------------------------- 215
b. Unincorporated Association--------- 215
c. Class Gifts—Construction----------- 216
d. Class Gifts—Ascertainability of
Members-------------------------- 218
e. Class Gift—Partial Ascertainability 218
2. Incidental Beneficiaries-------------- 221
3. Charitable Trusts--------------------- 222
a* Charitable Purposes---------------- 222
i. Poverty----------------------- 222
ii. Education--------------------- 224
iii. Religion---------------------- 225
iv. Governmental__________________ 226
v. Generally Beneficial to the Community --------------------------- 227
b. Cy Pres---------------------------- 229
i. A Trust_______________________ 229
ii. Evidencing General Charitable
Intent----------------------- 230
iii. Which Was Initially Valid_____ 230
iv. Becomes Impossible, Illegal or
Impractical, or Wasteful---- 230
c. Enforcement of Charities (Standing) 231
4. Mixed Charitable and Non—Charitable
Purposes---------------------------- 232
5. Honorary Trusts----------------------- 234
a. Dead Persons----------------------- 235
b. Animals---------------------------- 236
c. Capricious Purposes________________ 237
XV
OUTLINE
Page
F. Explanation of Trust Classifications---- 238
1. Passive and Active Trusts____________ 238
2. Resulting (Implied), Constructive and
Express Trusts______________________ 239
3. Legal and Illegal Trusts-------------- 240
4. Testamentary and Inter Vivos (Living)
Trusts--------------------------— 242
5. Revocable and Irrevocable Trusts----- 243
6. Spendthrift, Support, and Discretionary
Trusts------------------------------ 244
a. Spendthrift Trusts----------------- 244
b. Support Trusts_____________________ 246
c. Discretionary Trusts_______________ 246
7. Funded and Unfunded Life Insurance
Trusts---------------------------- 248
8. Massachusetts Business Trusts and Illi-
nois Land Trusts___________________ 248
9. Totten and Farkas v. Williams Trusts .. 250
Chapter 11. Trustee Powers and Duties-- 253
A. In General_____________________________ 253
B. Powers of the Trustee____________________ 254
1. Sales, Leases and Mortgages ---------- 255
2. Investments, Improvements and Ex-
changes ---------------------------- 258
3. Discretionary Powers------------------ 259
4. Deviation___________________________ 261
C. Duties of the Trustee____________________ 262
1. Loyalty (Duty Not to Self-Deal)------- 262
2. Duty to Administer____________________ 270
3. Duty to Make Productive Investments-- 271
4. Duty to Earmark (Not to Commingle),
Nominees____________________________ 279
5. Duty to Account----------------------- 284
XVI
OUTLINE
Page
C. Duties of the Trustee—Continued
6. Delegation of Duties------------------ 288
7. Duty to Diversify--------------------- 289
8. Duty of Impartiality —--------------- 291
9. Breaches of Trustee Duties------------ 292
a. Duty------------------------------ 292
b. Breach----------------------------- 293
c. Causation-------------------------- 293
d. Defenses--------------------------- 293
i. Exculpatory Clauses------------ 294
ii. Statutory Authority for Deviation From Traditionally Required Fiduciary Practices-------- 295
iii. Court Permission______________ 295
iv. Express Consent of All Benefi-
ciaries ---------------------- 295
e. Damages-------------------------- 296
D. Quiz on Trustee Duties------------------ 297
Chapter 12. Trust Administration Problems----------------------------------------- 300
A. Successive Beneficiaries (Principal and Income) --------------------------------------- 300
1. Principal and Income Generally-------- 302
2. Traditional Principal and Income Is-
sues------------------------------ 303
a* Expenses--------------------------- 303
b. Probate Administration Income_____ 304
c. Interest, Bond Premium and Dis-
count---------------------------- 304
d. Dividends and Other Corporate Dis-
tributions ____________________ 305
e. Rents, Depreciation Reserves------- 306
XVII
OUTLINE
Page
A. Successive Beneficiaries (Principal and In-
come)—Continued
f. Wasting Assets, Depletion---------- 307
g. Unproductive and Underproductive
Assets--------------------------- 308
3. Changes Made by the current Principal
and Income Act---------------------- 309
4. Liabilities Among Beneficiaries------- 310
B. Beneficiaries Versus Trustees------------ 311
1. Remedies for Beneficiaries------------ 311
2. Trustee Expenses and Fees------------- 315
3. Indemnity of Trustee----------------- 318
C. Rights of Third Parties------------------ 321
1. Trustee Liability to Third Parties--- 321
a. Classic Approach------------------- 321
b. Uniform Trust Code § 1010---------- 323
2. Beneficiary Liability to Third Parties --- 323
3. Third Party Liability to Trust-------- 324
D. Termination or Modification of a Trust-- 327
Chapter 13. Probate Administration---------- 330
A. Jurisdiction Over Wills and Trusts------- 330
1. Letters______________________________ 330
2. Inventory and Appraisal--------------- 331
3. Claims by Creditors___________________ 331
4. Death Tax----------------------------- 331
5. Accounting---------------------------- 332
6. Receipts and Discharge---------------- 332
B. Probate Court Jurisdiction Over Incapaci-
tated Persons, Guardians and Conservators ---------------------------------- 333
1. Powers of Attorney Can Avoid Probate
Court Jurisdiction_________________ 334
XVIII
OUTLINE
Page
B. Probate Court Jurisdiction Over Incapacitated Persons, Guardians and Conservators—Continued
2. Jurisdictional Conflicts Over Guardian-
ship-------------------------------- 338
Index---------------------------------------- 343
XIX
|
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| author | Mennell, Robert L. Burr, Sherri L. |
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| spelling | Mennell, Robert L. Verfasser aut Wills and trusts in a nutshell by Robert L. Mennell and Sherri L. Burr Fourth edition St. Paul, MN West [2012] XXIII, 360 Seiten txt rdacontent n rdamedia nc rdacarrier West nutshell series Overview: The fourth edition of this book updates laws affecting intestate succession, wills, guardianships and trusts. It introduces wills terminology to the lay audience and summarizes the law of trusts with references to the Uniform Trust Code and the Restatement of Trusts. It uses problems arising from celebrity peccadilloes and deaths, such as those of Brooke Astor, James Brown, Michael Jackson, and Anna Nichole Smith to illustrate legal issues. The book can be adopted to supplement a traditional wills and trusts class or as the sole text for a seminar Wills / United States Trusts and trustees / United States Trusts and trustees fast Wills fast United States fast USA Burr, Sherri L. Verfasser aut Digitalisierung UB Passau - ADAM Catalogue Enrichment application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=028933829&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Mennell, Robert L. Burr, Sherri L. Wills and trusts in a nutshell Wills / United States Trusts and trustees / United States Trusts and trustees fast Wills fast |
| title | Wills and trusts in a nutshell |
| title_auth | Wills and trusts in a nutshell |
| title_exact_search | Wills and trusts in a nutshell |
| title_full | Wills and trusts in a nutshell by Robert L. Mennell and Sherri L. Burr |
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