Spring 2022 Course Schedule

Wills Trusts Estates (LAW-697-001)
Jane Moretz-Edmisten

Meets: 07:30 PM - 09:20 PM (TuTh) - Yuma - Room Y402

Enrolled: 17 / Limit: 65

Administrator Access


Notices

There are no notices at this time.

Description

Case and statutory law regarding trusts and wills; the creation and termination of trusts; contemporary use of the trust device; constructional problems of trusts; the making and execution of wills; testamentary capacity, character, and intent; revocation, ademption, abatement, and lapse; and property rights of surviving spouse.

Textbooks and Other Materials

The textbook information on this page was provided by the instructor. Students should use this information when considering purchases from the AU Campus Store or other vendors. Students may check to determine if books are currently available for purchase online.

REQUIRED TEXT:

Dukeminier and Sitkoff, Wills, Trusts, and Estates (Aspen, 10th edition)

RECOMMENDED TEXTS (there is no requirement to purchase these texts) and they may not be brought to the exam:

  1. Haskell, Preface to Wills, Trusts and Administration (West/Foundation Press)
  2. Newman and Pennell, Wills, Trusts and Estates (student outline)
  3. Reutlinger, Wills, Trusts, and Estates: Essential Terms and Concepts
  4. Anderson, Understanding Trusts and Estates (Matthew Bender)
  5. Beyer, Wills, Trusts and Estates (Aspen)
  6. Averill, Wills, Trusts and Future Interests (West Black Letter Series)
  7. The Uniform Probate Code (Nutshell, West)
  8. The Uniform Trust Code

For those interested in the transfer tax issues:

  1. Streng, Estate Planning, BNA Portfolio 800
  2. Henkel, Estate Planning and Wealth Preservation (Warren, Gorham & Lamont)
  3. Zaritzky, BNA Portfolio 819 and 860

First Class Readings

Not available at this time.

Syllabus

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