This course provides a survey of the principal devices utilized in the transmission of accumulated family wealth, concentrating primarily on the requirements for creating, modifying and terminating wills and trusts. Intestate succession and will substitutes are also considered as are selected issues concerning future interests, powers of appointment and fiduciary administration. The course explores the often clashing policies of effectuating donative intent and restraining dead-hand control.
|M 6:00-7:15 PM||Klein 2A|
|W 7:30-8:45 PM||Klein 2A|
Textbook note: For both my PR and T&E class, two items are marked as required. However, both involve the same text: the only difference in the both cases is that students have the option to add to the required text an Explanations and Examples book for an additional $5 if they buy the casebook. The bookstore will mark "recommended" on the E+E Bundle.