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Understanding Trusts and Estates, Fourth Edition (2009)

Understanding Trusts and Estates, Fourth Edition (2009)

Roger W. Andersen, Professor of Law, University of Toledo College of Law


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    This volume updates earlier editions to continue offering efficient, yet comprehensive, coverage of the issues in a standard Trusts and Estates course. Although the book is designed primarily as a student supplement, some teachers have used it successfully as the primary text, supplemented by statutory materials, for both the basic course and for more specialized courses.

    The text's multi-layered structure allows students to use the book in different ways, depending upon their needs. Students using the book as a regular supplement to a casebook can read the text and ignore the footnotes until they need more examples or greater depth. The organization tracks the basic approach of most casebooks, and where it differs from an individual book, the comprehensive table of contents makes it easy to find what students need. By discussing many of the cases found in popular casebooks, the text helps students understand how specific issues fit in a bigger picture.

    The footnotes carry the student-centered approach a step further by briefly discussing tangential issues, offering additional examples, and again citing cases often found in casebooks. Even if the text does not discuss "their" case, often it will cite the case and place it in context. Each case citation includes a brief fact description to provide more examples of the way general principles can apply in specific situations. Further, the footnotes include numerous cross-references to other sections of the book, to help students identify the interconnections holding the subject together.

    Professors and adjunct professors may request complimentary examination copies of LexisNexis law school publications to consider for class adoption or recommendation. Please identify the book(s) you wish to receive, provide your institutional contact information, and submit your request here.

    How to Use This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
    Preface to the Fourth Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
    Dedication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
    Table of Authorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TA-1
    CHAPTER 1 LAWYERS, ESTATES, AND TRUSTS
    § 1 Serving the Living . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
    § 2 An Overview of Intergenerational Wealth Transfer . . . . . . . . . . . . . . . . . . 2
    CHAPTER 2 INTESTACY
    § 3 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
    § 4 Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
    § 5 Other Family Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
    CHAPTER 3 WILLS
    § 6 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
    § 7 Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
    § 8 Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
    § 9 Revocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
    § 10 Contracts Regarding Wills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
    CHAPTER 4 TRUSTS
    § 11 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
    § 12 Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
    § 13 The Size of a Beneficiary?s Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
    § 14 Modification and Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
    § 15 Charitable Trusts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
    § 16 Trusts and Pour-Over Wills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
    CHAPTER 5 OTHER NONPROBATE DEVICES
    § 17 Lifetime Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
    § 18 Joint Interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
    § 19 Life Insurance and Other Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
    § 20 Retirement Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
    § 21 Using a Will to Change a Will Substitute . . . . . . . . . . . . . . . . . . . . . . . 122
    CHAPTER 6 PLANNING FOR INCAPACITY
    § 22 Property Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
    § 23 Health Care Decisionmaking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
    CHAPTER 7 CHANGING THE SHARE
    § 24 Advancements and Gifts in Satisfaction . . . . . . . . . . . . . . . . . . . . . . . . 133
    § 25 Misconduct . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
    § 26 Assignments of Expectancies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
    § 27 Disclaimers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
    CHAPTER 8 PROTECTING THE FAMILY
    § 28 Disinherited Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
    § 29 Omitted Family Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
    § 30 Charitable Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
    § 31 Public Policy Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
    CHAPTER 9 PRESENT AND FUTURE INTERESTS
    § 32 Why Bother? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
    § 33 Present v. Future Interests: Dividing Time . . . . . . . . . . . . . . . . . . . . . . 176
    § 34 Present Interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
    § 35 Future Interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
    § 36 Putting It Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
    CHAPTER 10 POWERS OF APPOINTMENT
    § 37 The Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
    § 38 Creating Powers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
    § 39 Exercising Powers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
    § 40 Drafting Powers of Appointment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
    CHAPTER 11 PROBLEMS OF INTERPRETATION
    § 41 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
    § 42 Independent Significance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
    § 43 Class Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
    § 44 Special Cautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
    § 45 Changes After Drafting: People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
    § 46 Changes After Drafting: Property . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
    CHAPTER 12 THE RULE AGAINST PERPETUITIES,/b>
    § 47 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
    § 48 A Framework for Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
    § 49 Craziness: If Anything Can Go Wrong . . . . . . . . . . . . . . . . . . . . . . . . . 273
    § 50 Class Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
    § 51 Powers of Appointment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
    § 52 Savings Clauses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
    § 53 Reform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
    CHAPTER 13 PROBLEMS OF ADMINISTRATION
    § 54 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
    § 55 Relationships with Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
    § 56 Managerial Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
    § 57 Drafting: Powers and Duties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
    § 58 Remedies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
    CHAPTER 14 A SKETCH OF FEDERAL WEALTH TRANSFER TAXES
    § 59 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
    § 60 A (Somewhat) Unified System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
    § 61 The Gift Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
    § 62 The Estate Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
    § 63 The Generation-Skipping Transfer Tax . . . . . . . . . . . . . . . . . . . . . . . . 338
    CHAPTER 15 LOOKING AHEAD
    TABLES AND INDEX
    Table of Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TC-1
    Table of Uniform Probate Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TUPC-1
    Table of Uniform Trust Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TUTC-1
    Table of Restatement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TR-1
    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1

     

     

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