Wills and Trusts

Album by Gerry W. Beyer

About

Disc 1

  1. 1.
    Introduction
    9:07
  2. 2.
    Intestate Succession
    0:17
  3. 3.
    Reasons People Die Intestate
    3:26
  4. 4.
    When Intestacy Occurs
    0:43
  5. 5.
    Background and History
    3:20
  6. 6.
    Terminology
    2:54
  7. 7.
    What happens upon intestate death?
    1:26
  8. 8.
    Surviving Spouse Protection
    9:08
  9. 9.
    Descendants
    9:10
  10. 10.
    Adopted Children
    5:14
  11. 11.
    Stepchildren
    0:17
  12. 12.
    Non-marital Children
    3:20
  13. 13.
    Children from Alternative Reproduction Technologies
    2:06
  14. 14.
    Advancements
    5:19
  15. 15.
    Ancestors and Collaterals
    5:41
  16. 16.
    Half and Whole Blood
    1:23

Disc 2

  1. 1.
    Improper Conduct
    5:59
  2. 2.
    Survival
    1:21
  3. 3.
    Transfer of Expectancy
    0:46
  4. 4.
    Assignment
    0:26
  5. 5.
    Disclaimers
    4:56
  6. 6.
    Equitable Conversion
    1:31
  7. 7.
    Escheat
    0:19
  8. 8.
    Aliens
    0:44
  9. 9.
    Choice of Law
    2:33
  10. 10.
    Locating Heirs
    1:00
  11. 11.
    Express Disinheritance
    0:50
  12. 12.
    Wills
    3:27
  13. 13.
    Requirements of a Valid Will
    37:58

Disc 3

  1. 1.
    Requirements of a Valid Will (cont.)
    9:03
  2. 2.
    Change in Circumstances
    24:42
  3. 3.
    Will Revocation
    29:57

Disc 4

  1. 1.
    Will Revocation (cont.)
    18:37
  2. 2.
    Interpretation and Construction
    22:43
  3. 3.
    Will Contests
    22:26

Disc 5

  1. 1.
    Will Contest Avoidance
    22:28
  2. 2.
    Estate Administration
    1:39
  3. 3.
    Proper Applicant
    0:33
  4. 4.
    Locate Will
    1:29
  5. 5.
    Prepare Application
    0:17
  6. 6.
    File in Appropriate Court
    1:13
  7. 7.
    Citation
    1:49
  8. 8.
    Probate of WIll or Determination of Heirs
    2:23
  9. 9.
    Type of Adminstration
    1:35
  10. 10.
    Appointment of Personal Representative
    1:24
  11. 11.
    Qualification of Personal Representative
    1:53
  12. 12.
    Issuance of Letters
    0:44
  13. 13.
    Collect and Protect Decendant's Probate Assets
    0:48
  14. 14.
    Manage Decendent's Probate Assets
    0:24
  15. 15.
    Inventory and Appraisement
    0:56
  16. 16.
    Protect Certain Property From Creditors
    3:07
  17. 17.
    Notice to Creditors
    1:13
  18. 18.
    Pay Creditors
    1:18
  19. 19.
    Provide Reports and Accountings
    0:34
  20. 20.
    Distribution and Closing Estate
    0:50
  21. 21.
    Probate Avoidance Techniques
    3:09
  22. 22.
    Inter Vivos Gifts
    2:44
  23. 23.
    Gift Causa Mortis
    1:22
  24. 24.
    Trusts
    0:21
  25. 25.
    Concurrent Ownership
    1:42
  26. 26.
    Multiple-Party Accounts
    13:24

Disc 6

  1. 1.
    Contracts
    4:57
  2. 2.
    Disability Planning
    1:42
  3. 3.
    Property Management
    3:34
  4. 4.
    Health Care Decisions
    2:06
  5. 5.
    Death Planning
    2:12
  6. 6.
    Assisted Suicide
    1:44
  7. 7.
    Anatomical Gifts
    7:00
  8. 8.
    Disposition of Body
    3:11
  9. 9.
    Estate Planning Overview
    3:16
  10. 10.
    Examination Approach and Strategy
    10:41
  11. 11.
    Conclusion
    0:17
  12. 12.
    Trusts
    7:14
  13. 13.
    Uses of Trusts
    12:30

Disc 7

  1. 1.
    Trust Creation
    3:21
  2. 2.
    Trust Intent
    3:13
  3. 3.
    Statute of Uses
    3:11
  4. 4.
    Combinations of Parties
    3:53
  5. 5.
    Distinguishing Trusts from Other Relationships
    9:30
  6. 6.
    Methods of Express Trust Creation
    2:50
  7. 7.
    Consideration
    2:17
  8. 8.
    Statute of Frauds
    5:22
  9. 9.
    Rule Against Perpetuities
    8:09
  10. 10.
    Trust Purposes
    8:14
  11. 11.
    The Settlor
    2:10
  12. 12.
    Trust Property
    4:06
  13. 13.
    The Trustee
    9:27

Disc 8

  1. 1.
    The Beneficiary
    19:24
  2. 2.
    Spendthrift Provisions
    4:10
  3. 3.
    Discretionary Trusts
    6:15
  4. 4.
    Support Trusts
    3:20
  5. 5.
    Charitable Trusts
    11:19
  6. 6.
    Pour Over Wills
    9:37
  7. 7.
    Life Insurance Trusts
    6:29

Disc 9

  1. 1.
    Trust Adminstration
    7:28
  2. 2.
    Standard of Care
    5:43
  3. 3.
    Investments
    5:10
  4. 4.
    Trustee Powers
    4:23
  5. 5.
    Trust Distributions
    2:26
  6. 6.
    Delegation of Duties
    3:50
  7. 7.
    Duty of Loyalty
    8:15
  8. 8.
    Contract Liability
    6:02
  9. 9.
    Tort Liability
    2:35
  10. 10.
    Principal and Income Allocation
    13:18
  11. 11.
    Accountings
    1:48

Disc 10

  1. 1.
    Trustee Compensation
    3:29
  2. 2.
    Judicial Modification of Trusts
    6:15
  3. 3.
    Modification of Trusts by the Parties
    3:47
  4. 4.
    Trust Termination
    2:05
  5. 5.
    Trust Enforcement
    0:46
  6. 6.
    Procedural Matters
    2:18
  7. 7.
    Remedies Against the Trustee
    8:28
  8. 8.
    Remedies Against the Beneficiary
    0:41
  9. 9.
    Remedies Involving Trust Property
    8:23
  10. 10.
    Remedies Against Third Parties
    0:41
  11. 11.
    Enforcing Charitable Trusts
    1:11
  12. 12.
    Barring of Remedies
    4:09
  13. 13.
    Trust Accounts
    6:06
  14. 14.
    Resulting Trusts
    5:04
  15. 15.
    Constructive Trusts
    5:34
  16. 16.
    Examination Strategy
    3:50

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