T&E Notes - Schwartz - Fall 2008 - 170 Pages -abridged

T&E Notes - Schwartz - Fall 2008 - 170 Pages...

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19/11/2009 22:39:00 Contents By Textbook Chapter, Section Chapter 4: Wills: Formalities and Forms ..................................................... 25 Chapter 5: Nonprobate Transfers and Planning for Incapacity .................. 98 Chapter 6: Construction of Wills .................................................................. 112 Chapter 8: Trusts: Creation and Characteristics ......................................... 132 Chapter 13: Trust Administration: The Fiduciary Obligation ...................... 173 Cases by Page McCarthy. .................................................................................................... 58 Simon v. Grason . ....................................................................................... 76 In re Cohen’s Estate. ................................................................................. 87 Cook v. Equitable Life Insurance. .............................................................. 107 Dawson v. Yucus. ....................................................................................... 115 In Re Morse . ............................................................................................. 117 Unthank v. Ripstein. .................................................................................... 140 In re Searight’s Estate. ............................................................................. 146 Fletcher v. Fletcher. .................................................................................... 184 Page 1 of 198
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Index acts of independent significance. ............... 76 ademption. ....... 125, 126, 127, 128, 134, 135 All or nothing rule. ..................................... 122 class gift. ........... 110, 116, 117, 118, 119, 120 contract to will. ..................................... 84, 95 elective share. ... 70, 85, 86, 90, 94, 96, 103 incorporation by reference 35, 73, 74, 75, 76, 78, 79, 80, 82 pourover. ........... 9, 79, 80, 83, 101, 106, 125 Pourover. ..................................................... 80 Rule Against Perpetuities. ........... 12, 120, 160 rule of convenience. ........................ 118, 119 second. ..................................................... 122 Supervening impracticability. ........................ 97 UTATA. ................................................. 80, 81 Key Terms by Page Personal Residence Trust. .......................................................................... 15 CRUT (charitable remainder uni-trust). ....................................................... 17 CLAT (charitable lead annuity trust). ........................................................... 18 Present interest trust. ................................................................................. 18 Crummy / extra-crummy trust. ................................................................. 19 Life insurance / life insurance trust. ........................................................... 21 Power of attorney. ....................................................................................... 23
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T&E Notes - Schwartz - Fall 2008 - 170 Pages...

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