Summer Mini 2022
5339 Trusts & Wills - FAGUNDES- 12878
Professor(s):
Dave Fagundes (FACULTY)
Credits: 3
Course Areas: Real Property, Trusts and Estates
Time: 10:00a-1:15p MTWTH Location:
Course Outline: This course covers the law and policy of the two main legal vehicles for controlling the posthumous distribution of one’s property: wills and trusts. Specific coverage includes introductory matters (freedom of disposition and the mechanics of succession); intestate succession (basic structure, transfers to children, and bars to succession); the law of wills (formalities, contests, and construction); the law of trusts (creation, administration, alienation, appointment powers, and duration); and related issues (other will substitutes, planning for incapacity, and limits on freedom of disposition).
This course’s learning outcomes are to gain a strong understanding of common law principles governing wills and trusts, corollary aspects of both the Uniform Probate Code and relevant Texas state law, and theoretical and policy issues relating to the posthumous disposition of property.
Course Syllabus: Syllabus
Course Notes: (Synchronous Online) The UH registration system instruction mode for this course is listed in parenthesis. After student registration opens, there may be instruction mode changes to this course up through two weeks before the first day of classes for the term, but notice of such changes will be sent to then-registered students. Contrary to the UH information, some student materials may not be available online, such as an assigned casebook. A physical classroom may be assigned for this course to give students a location in the Law Center to join the virtual class sessions. If the course has a final examination, the final and any other assessment for the course, such as a mid term exam, will be conducted without the need to physically come to the Law Center, such as, for example, via the EBB portal as a take home exam or under remote proctoring.
Quota=30.
This class will meet on M, T, W, Th from 10:00 AM to 1:15 PM starting on Monday May 16 to Friday June 3. The exam will be on Saturday June 4.
The class will not meet on May 30 in observance of Memorial Day holiday.
Prerequisites:
First Day Assignments: First Day Assignment
Final Exam Schedule: 06/04 9am-12pm
This course will have:
Exam:
Paper:
Satisfies Senior Upper Level Writing Requirement: No
Experiential Course Type: No
Bar Course: Important (MEE)
DistanceEd ABA: Yes
Pass-Fail Student Election: Available
Course Materials
Book(s) Required
Course Materials: Wills, Trusts, and Estates by Dukeminier and Sitkoff, 11th edition: https://www.aspenpublishing.com/sitkoff-wte11.
Students are invited and most welcome to buy used copies, or e copies, so long as it’s the 11th edition
