Trusts and Estates
Course Information
- Course Number
- L6294-LEC
- Curriculum Level
- Upperclass
- Areas of Study
- Property, Real Estate, and Trusts & Estates
- Type
- Lecture
- Additional Attributes
- LLM NY Bar Exam Qualifier
Section 001 Information
Instructor

Section Description
Trusts & Estates surveys the law of property succession and wealth transfer, with an emphasis on state statutes and uniform law (Uniform Probate Code, Uniform Trust Code). Topical coverage includes: testamentary freedom and policy constraints on disposition; devolution of property without a will (intestacy); mental capacity requirements and protections against wrongful interference; formalities of will execution, amendment, and revocation; principles of will drafting; canons of will interpretation; protections for surviving family (spousal disinheritance, unintentional omission of spouse or child); will substitutes and non-probate transfers; planning for incapacity; creation of trusts; distributions of and claims against trust assets; modification and termination of trusts; implied trusts; fiduciary duties; and trust and probate administration. Coverage includes most Trusts & Estates subtopics tested on the Uniform Bar Exam.
- School Year & Semester
- Fall 2023
- Location
- JGH 102a
- Schedule
-
Class meets on
- Tuesday
- Thursday
- Points
- 4
- Method of Evaluation
- Paper and Exam
- J.D Writing Credit?
- No
Learning Outcomes
- Primary
-
- Students will acquire an understanding of the specific body of law, including major policy concerns, in the area of Trusts and Estates.
- Students will become familiar with special issues of professional competence and responsibility in the area of estate planning.
- Students will develop the following skills: interviewing an estate planning client, constructing a suitable estate plan, drafting a simple will accompanied by memo to the client file.
Course Limitations
- Instructor Pre-requisites
- None
- Instructor Co-Requisites
- None
- Requires Permission
- No
- Recommended Courses
- None
- Other Limitations
- None