Wills Trusts & Estates

Tues+Thurs 6 p.m.
highly recommended that students obtain a copy of Basic Trust Drafting, 2nd Edition by Stephen Haas and
Jeremy Rovinsky. Published by Carolina Academic Press 2022.

Early submission: Sunday Sept 11, 10

All exams and assignments: Sunday, October 23, 10 MT
Class 1 Tuesday, August 2
Chapter 1 N. Y. Estate Powers & Trust Law § 4-111
UPC § 2-302
Https://lawshelf.com/videos/entry/rules-of-intestacy
https://lawshelf.com/videos/entry/documents-in-planning-for
disability-living-wills-healthcareproxies-and-powers-of-attorney
https://lawshelf.com/videos/entry/medicaid-a-primer

Assignment # 1
Class 2 Thursday, August 4
Chapter 1: Cruzan v. Director,
Assignment # 2
Class 3 Tuesday, August 9
Lexis tutorial
Class 4 Thursday, August 11
Chapter 2: I.R.C.§ 2523.
I.R.C.§ 2522.
Class 5 Tuesday, August 16
Chapter 2 I.R.C. § 2033
I.R.C. § 2056

Class 6 Thursday, August 18

 Federal Estate Tax Return
State Estate Tax Return
Examination # 1. Assignment # 3.
Class 7 Tuesday, August 23
Chapter 3: Matter of Totten
Cal. Prob. Code § 6110
In re Proley’s Estate
https://lawshelf.com/videos/entry/tax-deferred-retirement
accounts-part-i
https://lawshelf.com/videos/entry/tax-deferred-retirement
accounts-part-ii
https://lawshelf.com/videos/entry/executing-and-revoking-a-last
will-and-testament
Class 8 Thursday, August 25
Chapter 3: Sample Will

Assignment # 4
Class 9 Tuesday, August 30:
Chapter 4: In Re Barry's Estate ::,
https://lawshelf.com/videos/entry/the-rules-of-last-wills-and
testaments-ademption-abatementand-lapse
Class 10 Thursday, September 1
Chapter 4: N.Y. Est. Powers & Trusts Law § 3-3.

Will with Credit Shelter Trust

https://lawshelf.com/videos/entry/executing-and-revoking-a-last
will-and-testament
Class 11 Tuesday, September 6,
Chapter 5 In re Honigman’s Will
Core v. Core’s Administrators
 - California Probate Petition
Disclaimer of Interest in a Trust
- Probate Petition
Release and Discharge of Fiduciary
https://lawshelf.com/videos/entry/elder-law-and-estate-planning
the-probate-proceeding
Examination # 2
Class 12 Thursday, September 8,
Chapter 6: In re Dorrance’s Will
early assignment submission deadline is Sunday, September 11
Class 13 Tuesday, September 13
Chapter 6 Internal Revenue Code § 2042
Class 14 Thursday, September 15
Chapter 7: In re Estate of Breeden
Internal Revenue Code § 664
Assignment # 5 can be completed at this point.
Class 15 Tuesday, September 20
Chapter 8: Perfect Union Lodge No. 10 v. Interfirst Bank
Allard v. Pacific National Bank

Examination # 3 will be posted at this point.

examinations and assignments are due no later than Sunday, October 23, at 9:59 PM
Mountain time,