Decedents' estates and Trust cases and materials
John Ritchie, NeillH. Alford and Richard W. Effland.
- 4th edition
- New York The foundation Press, Inc.
- xvii, 1351 p. : 25 cm.
CONTENT
Chapter 1. Introduction The pattern of practices for Transmitting wealth in view of death Terminology Historical introduction
Chapter 2. General survey of administration and probate Introduction Outlines of administration and probate The Uniform Probate code
Chapter 3. Intestate succession Statutes Lineals and collaterals The surveying spouse Special situations Alliens
Chapter 4. Limitations upon testamentary power Basics and scope of testamentary power Protection of the spouse Protection of children and other descendants Protection of the family
Chapter 5. Execution of wills Statutes The basic and purpose of formal requirements A specimen will and suggested procedure for executing an ordinary will. Oral wills Writing and language etc
Chapter 6. Revocation, Revalidation and revival of wills Statutes Revocation of wills in its entirety Revocation of wills in part Revalidation of revocked wills
Chapter 7. Contest of wills and related remedies Probate and contest- Procedure and related matters Ground for contest
Chapter 8. The private express trust Terminology and function of modern private trust Tax factors in creation of private trusts Prohibited trust purposes Essentials of the formal trust Validity of protective ( Spedthrift) provisions Retention of control by the settlor
Chapter 9. Informal and incomplete trusts Failure to indicate whether a trust is intended ( Precatory trust) Failure to appoint trustee Failure to impose active duties ( Passive trust) Failure to comply with formalities ( Oral trust) Savings bank trust etc
Chapter 10. Termination Power of settlor to terminate the trust Power of the trustee to terminate the trust Power of the Beneficiaries to terminate the trust Power of the Beneficiary acting in Conjunction with trustee to terminate trust
Chapter 11. Gift to charity Introduction and historical background Tax advantages of charitable gifts Nature of charitable purpose Cy Pre Charitable corporations Enforcement and supervision
Chapter 12. Interrelating testamentary and intervivos transactions Will substitutes Interrelating intervivo transactions Interrelating testamentary and intervivos transactions Control by will over disposition of Non-Probate assets Control by will over disposition of Probate assets
Chapter 13. Future interests The meaning of the term ''Future interests'' Historical development of the term future interests in land The classifications of future interests in land Future interest in personal property Rules restricting creation of remainders to heirs etc
Chapter 14. Powers of appointment Nature and classifications of power Exercise the power of appointment Creditors of donee Disposition upon ineffective exercise and Non- exercise
Chapter 15. The effect of change on Dispositive description and limitations Change in testamentary property after execution of the wills Changes in conditions or status of a beneficiary or Donee after execution of a will, delivery of a deed or creation of a trust Implied gift to fill Gsps Effect of failure of an interest
Chapter 16. Social restrictions on perpetuities and accumulations History and summary of the rule against perpetuities Application to powers Statutory rule against suspension of power of Alienation Social policy towards accumulations of income etc
Chapter 17. Administration Introduction Reasons for administering a decedent's estate Jurisdiction over administration The Fiduciary office The duty of Loyalty The duty of account etc.