Wills and Trusts

Album by Gerry W. Beyer

About

Disc 1

  1. 1.
    Introduction
    8:36
  2. 2.
    Reasons People Die Intestate
    3:44
  3. 3.
    When Intestacy Occurs
    0:46
  4. 4.
    Background and History
    3:08
  5. 5.
    Terminology
    2:25
  6. 6.
    What Happens Upon Intestate Death
    1:25
  7. 7.
    Surviving Spouse Protection
    8:49
  8. 8.
    Descendants
    17:06
  9. 9.
    Advancements
    5:28
  10. 10.
    Ancestors and Collaterals
    5:35
  11. 11.
    Half and Whole Blood
    1:20
  12. 12.
    Improper Conduct
    5:18
  13. 13.
    Survival
    1:33
  14. 14.
    Transfer of Expectancy
    0:46
  15. 15.
    Assignment
    0:23
  16. 16.
    Disclaimers
    4:18
  17. 17.
    Other Intestacy Issues
    2:18
  18. 18.
    Choice of Law
    2:09
  19. 19.
    Locating Heirs
    0:49
  20. 20.
    Express Disinheritance
    0:55

Disc 2

  1. 1.
    Introduction
    3:25
  2. 2.
    Requirements of a Valid Will – Legal Capacity
    1:23
  3. 3.
    Testamentary Capacity
    5:10
  4. 4.
    Testamentary Intent
    1:49
  5. 5.
    Formalities – Attested
    25:10
  6. 6.
    Holographic
    4:46
  7. 7.
    Nuncupative
    2:38
  8. 8.
    Conditional Wills
    1:05
  9. 9.
    Conditional Gifts
    3:07
  10. 10.
    Combination Wills
    5:02
  11. 11.
    Malpractice and Professional Responsibility
    6:32
  12. 12.
    Change in Circumstances
    12:20

Disc 3

  1. 1.
    Changes in Value
    15:32
  2. 2.
    Will Revocation - By Operation of Law
    13:38
  3. 3.
    Revocation by Physical Act
    17:23
  4. 4.
    Interpretation and Construction
    22:36

Disc 4

  1. 1.
    Will Contests
    1:54
  2. 2.
    Insane Delusion
    2:05
  3. 3.
    Undue Influence
    6:59
  4. 4.
    Duress
    0:39
  5. 5.
    Fraud
    2:48
  6. 6.
    Mistake
    2:19
  7. 7.
    Remedy
    1:25
  8. 8.
    Will Contest Avoidance
    21:00
  9. 9.
    Estate Administration
    23:40
  10. 10.
    Probate Avoidance Techniques
    3:13
  11. 11.
    Inter Vivos Gifts
    2:45
  12. 12.
    Gift Causa Mortis
    1:19
  13. 13.
    Trusts
    0:27
  14. 14.
    Concurrent Ownership
    1:35

Disc 5

  1. 1.
    Multiple-Party Accounts
    12:36
  2. 2.
    Contracts
    4:27
  3. 3.
    Disability Planning
    1:46
  4. 4.
    Property Management
    3:08
  5. 5.
    Health Care Decisions
    1:55
  6. 6.
    Death Planning
    2:20
  7. 7.
    Assisted Suicide
    1:44
  8. 8.
    Anatomical Gifts
    7:00
  9. 9.
    Disposition of Body
    3:17
  10. 10.
    Estate Planning Overview
    3:10
  11. 11.
    Examination Approach and Strategy
    10:53

Disc 6

  1. 1.
    Introduction
    6:50
  2. 2.
    Uses of Trusts
    12:51
  3. 3.
    Trust Creation
    1:59
  4. 4.
    Trust Intent
    3:14
  5. 5.
    Statute of Uses
    3:11
  6. 6.
    Combination of Parties
    3:40
  7. 7.
    Distinguishing Trusts from Other Relationships
    8:51
  8. 8.
    Methods of Express Trust Creation
    2:43
  9. 9.
    Consideration
    2:17
  10. 10.
    Statute of Fraud
    5:31
  11. 11.
    Rule Against Perpetuities
    8:35
  12. 12.
    Trust Purposes
    8:07
  13. 13.
    The Settlor
    2:04
  14. 14.
    Trust Property
    4:09

Disc 7

  1. 1.
    The Trustee
    9:40
  2. 2.
    The Beneficiary
    18:37
  3. 3.
    Spendthrift Provisions
    3:58
  4. 4.
    Discretionary Trusts
    6:11
  5. 5.
    Support Trusts
    3:00
  6. 6.
    Charitable Trusts
    10:50
  7. 7.
    Pour Over Wills
    9:16
  8. 8.
    Life Insurance Trusts
    5:55
  9. 9.
    Trust Administration – Overview
    7:41

Disc 8

  1. 1.
    Standard Of Care
    5:26
  2. 2.
    Investments
    5:28
  3. 3.
    Trustee Powers
    4:32
  4. 4.
    Trust Distribution
    2:27
  5. 5.
    Delegation Of Duties
    3:43
  6. 6.
    Duty Of Loyalty
    8:18
  7. 7.
    Contract Liability
    5:42
  8. 8.
    Tort Liability
    2:23
  9. 9.
    Principal And Income Allocation
    12:33
  10. 10.
    Accountings
    2:12
  11. 11.
    Trustee Compensation
    2:56
  12. 12.
    Judicial Modification Of Trusts
    6:19
  13. 13.
    Modifications Of Trusts By The Parties
    3:48
  14. 14.
    Trust Termination
    2:05
  15. 15.
    Trust Enforcement-Procedural Matters
    3:15

Disc 9

  1. 1.
    Remedies Against The Trustee
    8:29
  2. 2.
    Remedies Against The Beneficiary
    0:46
  3. 3.
    Remedies Involving Trust Property
    8:25
  4. 4.
    Remedies Against Third Parties
    0:41
  5. 5.
    Enforcing Charitable Trusts
    1:11
  6. 6.
    Barring Of Remedies
    4:08
  7. 7.
    Trusts Accounts
    6:15
  8. 8.
    Resulting Trusts
    4:48
  9. 9.
    Constructive Trusts
    5:21
  10. 10.
    Examination Strategy
    4:55

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