Wills Trusts & Estates

Introduction to Estate Planning	Federal Wealth Transfer Taxes	Execution, Validity and Components of Wills	Construction of Wills
Overview to Estate Planning Intestate Succession Rules Protection Against Disinheritance Qualifications on the Right to Inherit Planning for Incapacity	Introduction to Gift, Estate & Generation-Skipping Transfer Taxes Gift Tax Estate Tax The Gross Estate Generation-Skipping Transfer (GST) Tax Disclaimers Impact of the 2001 Act (EGTRRA)	Historical Overview of Wills Items Not Disposed of by a Will (Nonprobate Property) Statutory Requirements for a Valid Written Will Other Types of Wills Components of Wills Contracts to Make Wills	Admissibility of Extrinsic Evidence Conditional Wills Types of Testamentary Bequests Ademption and Abatement Lapse and Anti-lapse Statutes Changes in Beneficiaries Revocation Republications and Codicils

Estate Administration	Private Trust Creation, Modification and Termination	Charitable Trusts	Trust Administration
Probate and Uniform Probate Code Will Contests Personal Representative Management of the Estate Creditors’ Claims Distribution & Informal Administration	Elements and Limits on Creation and Duration of Interests Prohibited Trust Purposes Methods of Trust Creation Contract Law Considerations Trusts and the Statute of Wills—Creation of Testamentary Trusts Types of Trusts Power to Revoke, Modify or Terminate Trusts	Public Benefit Charitable Purpose Limitations on Charitable Trusts Modification of Charitable Trusts—The Cy Pres Doctrine Order of Beneficiaries Payment Method	Jurisdiction over Administration Appointment and Qualification of Trustee as Fiduciary General Responsibilities and Authority of Trustees Powers of the Trustee Duties of the Trustee Trustee’s Compensation and Right of Indemnity Liabilities