1. Review for Midterm Exam Intestacy, Administration, Wills

2. Introduction and Overview $Brief history of death and property $Basic Terminology $What law applies? $The Big Picture

3. Estate Administration $Locate Will $Prepare Application $File Application in Appropriate Court $Type of Administration $Appointment & Qualification of Personal Rep $Issuance of letters $Collect, Protect, Manage Probate Assets $Pay Creditors $Account, Distribute and Close

4. Malpractice and Pro Responsibility $Professional Negligence $Ethical Concerns $Ethical Obligations of Legal Assistants $Appropriate Tasks for Legal Assistants $Ethical Issues for Legal Assistants

5. Descent & Distribution $Descent – Real Property via Intestacy $Distribution – Personal Property via Intestacy $Why Most People Die Intestate $Surviving Spouse - then and now $Descendants $Ancestors and Collaterals $Escheat

6. Treatment of Certain Categories of Potential Heirs $Posthumous or Afterborn Heirs $Adopted Individuals $Non-Marital Children $Children from alternate reproduction $Stepchildren $Half-Blooded Collateral heirs $Non-US Citizens $Unworthy Heirs $Non-Marital Partners

7. Other Intestate Succession Issues $Ancestral Property $Advancements $Survival $Disclaimers $Assignment or Release of Expectancy $Equitable Conversion $Liability for predeceased intermediary debts $Heir Designation $Choice of Law

8. Requirements for a Valid Will $Legal Capacity $Testamentary Capacity $Testamentary Intent $Formalities $Holographic Wills

9. Changing Circumstances After Will Execution - Property $Classification of Testamentary Gifts $Ademption by Extinction $Ademption by Satisfaction $Changes in Value $Exoneration $Abatement $Tax Apportionment

10. Changing Circumstances After Will Execution - Persons $Marriage of Testator $Divorce of Testator $Pretermitted Heirs $Death of Beneficiary – Lapse $Failure of Charitable Trusts – Cy Pres $Survival

11. Revocation of Wills $Revocation by Operation of Law $Revocation by Physical Act $Revocation by Subsequent Writing $Presumptions $Revival $Conditional Revocation $Multiple Originals

12. Interpretation and Construction $Ambiguity $Integration $Incorporation by Reference $Facts of Independent Significance $Tangible Personal Property Instrument $Pour-Over Provisions $Precatory Language $Class Gifts $Dead Person’s Statute

13. Will Contests $Failure to Satisfy Requirements of Valid Will $Insane Delusions $Undue Influence $Duress $Fraud $Mistake $Remedies $Preventing Will Contests

14. Other Will Issues $Conditional Wills $Conditional Gifts $Combination Wills $Election Will $Disclaimer

15. Conclusion