<Enter Title> TEE Summer 24 Course Page

TRUSTS & ESTATES ESSENTIALS

SUMMER 2024 COURSE PAGE

LAST UPDATED 7/18 @ 3:40 p.m.

http://faculty.law.miami.edu/mfajer/EnterTitleTEESummer24CoursePage.htm

Professor Marc Fajer

mfajer@law.miami.edu

Law Library G368

Office Hours:

By Appointment

Faculty Assistant:

Maria Flores Carvallo

mfcarvallo@miami.edu

Law Library G364
(305) 284-5432

Class Meetings

- Tuesdays & Thursdays 5:30-8:00 p.m.

- All Classes via Zoom

* Zoom Link: https://miami.zoom.us/j/97731549171

Required Materials:

- Videos of Synchronous Zoom Classes Posted on Blackboard

- Textbook: Weisbrod, Horton & Urice, Wills, Trusts & Estates: The Essentials (3d ed.)

- All Other Course Materials Posted Here on Course Page

Current Assignments

Numbers in parentheses preceded by W indicate pages in Wills, Trusts and Estates: The Essentials; numbers preceded by S indicate pages in the instructor’s supplemental materials; F in parentheses indicates the Florida Statutory Supplement (in order by statute number)

Cumulative Assignments Classes #1-4

CLASS #8 Thu 6/20

SAMPLE MULTIPLE CHOICE Qs Chapter 2 (7-8) (Below on Course Page) Alcala Burns Frasson Marriott Yazbek

3.3.1 Undue Influence & Duress(123-133) Cont'd

Problem IIIA2 (S7) Alcala Burns Frasson Marriott Yazbek

Problem IIID1 (S10-11) Adhami Do Franco Terrigno Villa Yepes

Problem 3C(1) & (2) (S9-10)

Duress (W133)

3.3.2 Fraud (W133-35)

Statutes/Code Provisions: Restmt (3d) of Property (WOTD) §8.3 comm. j (W133)

Problem V (W133-34)

3.3.3 Forgery (W135-37)

CHAPTER 4 WILLS: FORMALITIES

4.1 Formalities—Introduction: Generally (W139-41)

4.1.1 Attested Wills: Introduction (W141-44)

Statutes/Code Provisions:

UPC §2-502 (W141)
Fl. Stat. §732.502 (F)

In re Groffman(W142-144)

In re Estate of Henneghan (W145-48)

Problem I (W148-49)

Problem II (149-50)

Problem III (W150)

CLASS #9 Thu 6/27

Chapter 3 Sample Multiple Choice Qs (Below)

Qs 1-5 Last Names P-Z
Qs 6-10: Last Names A-O

Basic Formalities: Recap (W141-44) & Application)

Problem IIIB(2) (S7-9): Last Names A-O
Problem IIID(2): (S-10-11) Last Names P-Z

Formalities (Cont'd) (Lecture)

Problem III E (W150)
4.1.1.1 Witness Competency (W151-52)
4.11.2 Attestatiob Clauses & Self-Proving Wills (W152-54)
- Estate o Griffin W(155-63)
4.11.3 Safeguarding the Will (W164-65)
4.12 Holographic Wills (W165-68)
- In re Will of Morris (W168-73)
4.13 Curative Doctrines/Substantial Compliance (173-77)
As Time Allows: Sustatial Compliance cont'd
- Problem IIIB(2) (S7-9): Last Names A-O
- Problem IIID(2): (S-10-11) Last Names P-Z

COMING ATTRACTIONS

THURSDAY JULY 4: No Class; Independence Day

MAKE-UP CLASSES: (I'll try to start these at 5, but I won't know until yomorrow night)

FRIDAY JULY 5 7:30-9:00 pm

MONDAY JUNE 15 7:30-9:00 pm

Course Materials

COURSE OVERVIEW MEMO (FORTHCOMING)

SYLLABUS TO DATE (FORTHCOMING)

INSTRUCTOR'S SUPPLEMENTAL MATERIALS

FLORIDA MATERIALS

Power Point Presentations

CHAPTER 8 (From Spring 2019; Some Edting to Come)

CHAPTER 5 & 6 (Lapse)

CHAPTER 4 (Formalities)

CHAPTER 3

CLASS #4 (6/4)

Modes of Distribution: Representation; Problems IV & V; Estate of Mebust; Half-Blood; Estate of Thiemann; Problem VI; Adoption; Advancements; Testamentary Capacity; Estate of Nalaschi

CLASS #3 (5/28)

•Shapira; Constitutional Law;Slayer Rule; Disclaimers; Intestacy cont'd (Takers & Shares)

CLASS #2 (5/23)

Unacceptable Conditions; Everman & Destruction of Property; Probate;

Determination of Death; Brief Introduction to Intestacy; Planning for Incapacity; Digital Assets

;

CLASS #1 (5/21)

Course Logistics; Intro; Testamentary Freedom; Disposition of Remains; Cohen

Multiple Choice Samples

SAMPLE MULTIPLE CHOICE Qs

Chapter 1 Qs Answers & Explanations

Chapter 2 Qs Answers & Explanations

Chapter 3 Qs Answers & Explanations (forthcoming)