Professor Moore's Course Information - Spring 2012
Estate Planning
Text: Estate Planning, Principles and Problems, Gazur and Phillips, Wolters, Kluwer, 2nd edition.
This course will meet once a week, and we will discuss a chapter each week. For week one, read chapter 1. For week two, read chapter 2. I will discuss the other chapter assignments during the first two weeks of class. At the end of each class, I will assign a problem for the next week.
As this class only meets once per week, absences will be very detrimental to your performance in the class The standard College of Law attendance policy applies, but please see me if you miss class so we can make sure you haven’t fallen behind.
The final exam will be a take-home project/exam. I will distribute this project at the beginning of the last week of the semester. The answer will be due at the end of the last week of the semester.
Trusts and Estates
Office Hours: Monday and Wed. 1 to 3:30pm
Text: An Introduction to Trusts and Estates, Vollmar, Hess, and Whitman, 0-314-21152-7.
Exam: A 3-hour open book, meaning the course book and any outline--commercial or otherwise--you wish to use for the exam.
Attendance: I will take attendance at each class. More than 4 absences may result in me withdrawing you from the course.
The course covers, primarily, materials dealing with decedent's estates, trusts and inter vivos gratuitous transfers. We will explore these topics from the perspectives of the common law, the Uniform Probate Code and the Uniform Trust Code; with a discussion of the approach taken in Ohio's law. The key uniform code sections are contained in the text, along with descriptive references to other uniform sections of interest. The book contains numerous note sections following the various cases. We will discuss many, though not all, of these notes during class.
Following is the list of individual class assignments and topics:
Who, What, Why, When, Where and What (again) of Trusts and Estates
1. Pages: 1-36
Introduction to the Client Family
2. Pages: 37-61
Dying Without A Will Isn't So Bad
3. Pages: 545-77
...being of sound mind, I hereby execute...
4. Pages: 577-610
Holographic Wills, and Incorporation
5. Pages: 610-639
How Dare You!
6. Pages: 639-673
It's my intent, baby. I've changed my mind.
7. Pages: 673-704
I've changed my mind, again. Let’s make a deal.
8. Pages: 704-731
Deal, some more. It’s Yours! Marry me.
9. Pages: 731-44, 63-78
I am dying, I think. Well, I never; or, did I?
10. Pages: 79-109
We don't need no stinking Wills.
11. Pages: 111-142
Will substitutes, cont'd. Trust me.
12. Pages: 142-175
Let's get this Trust started.
13. Pages: 175-207
Trust Property and Beneficiaries.
14. Pages: 207-236
Trusts with land. Can you keep a secret? Give what, to whom?
15. Pages: 237-271
Trusts, cont'd. The force (power of appointment) is with you.
16. Pages: 271-304
Powers of Appointment, cont'd.
17. Pages: 304-338
Powers, cont'd. Pay you back?
18. Pages: 338-362
Of course I love you, but you want what?
19. Pages: 745-766
What if I don't like my children?
20. Pages: 766-799
What did he say? What did he mean to say?
21. Pages: 801-826
What I meant to say, was....
22. Pages: 826-857
What do you mean, he's dead? Class gifts.
23. Pages: 857-890
Property events impact testamentary plans. Charitable gifts.
24. Pages: 890-912, 1015-1029
Cy Pres; not just a cool name for a movie star. Who's in charge here?
25. Pages: 1029-1042, 1043-1064
26. Probate Documents and Income Tax Issues
27. Estate Planning Aspects
38. Transfer Taxation Issues