Wills and Estates

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I have nothing, I owe a great deal; the rest I give to the poor. — the purported will of Rabelais

Wills and Estates

Intestacy, Wills, Trusts, Estates, and Probate: Overview
Estate Planning Checklist
Estate Planning for Digital Assets
Nonprobate Transfers
Joint Tenancy
Dead Hand Control: Conditional Bequests and Devisements
Probate and The Personal Representative
Uniform Probate Code (UPC)
Probate Estate Administration
Executors
Durable Power of Attorney
Living Wills and the Durable Power Of Attorney for Healthcare

Intestate Distribution

Intestate Distribution Scheme: Descent and Distribution Statutes
Intestate Distribution to Issue: Per Stirpes, Per Capita With Representation, and Per Capita At Each Generation
Intestate Distribution to Ancestors and Collateral Relatives
Who Qualifies as Issue of a Decedent?
Uniform Parentage Act (UPA)

Limits to Testamentary Freedom

Surviving Spouse
Surviving Spouse Support: Pension Survival Benefits, Marital Property, Homestead and Personal Property Exemption, and the Family Allowance
Elective Share Of The Augmented Estate
Community Property
Omitted Spouse
Omitted Children

Inheritance

Gifts to Children: Advancements, Guardianships, Conservatorships, Custodianships, and Trusts
Appointing a Personal Guardian and Leaving Property for Minor Children: Property Guardianships, Uniform Transfer to Minors Act Custodianships, Child's Trust and Family Pot Trusts, 529 and Coverdell Accounts, and Handling Life Insurance Proceeds for Minors
Trusts for Minors
Disclaimers
Lapsed Gifts and Anti-Lapse Statutes
Class Gifts
Ademption, Avoidance Of Ademption, and Abatement
Bars To Inheritance: Homicide, Abuse, Or Abandonment

Wills: Execution and Probate

Wills
Fraud and Tortious Interference With An Expectancy Of An Inheritance Or A Gift
Will Execution: The Common Law Elements Of The Wills Act Formalities
Modern Trend in Wills Act Formalities: Substantial Compliance and Harmless Error Doctrines
Will Components: Will Integration, Codicils, Incorporation By Reference, and Acts Of Independent Significance
Will Construction and Extrinsic Evidence: Plain Meaning Rule, Patent and Latent Ambiguities, Will Reformation
Holographic Wills
Will Revocation and Revival
Will Contests
Will Contests: Testamentary Capacity, Insane Delusion, and Undue Influence
Will Contracts: Contracts to Provide for a Beneficiary, or to Not Change or Revoke a Will
Will Substitutes (aka Nonprobate Instruments)
Simplified Probate: Collection of Personal Property by Affidavit and Summary Probate Administration
Pour-Over Wills

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- Wills and Estates
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All articles on this site were written by William C. Spaulding
Author Website: WilliamSpaulding.com
Books by William Spaulding:
- The Pauper's Money Book
  - Manage money better to improve your life by saving more, investing more, and earning more.
- Trickle-Up Economics
  - Describes the best tax policy for any country to maximize happiness and economic wealth, based on simple economic principles.
- Economics: An Illustrated Introduction to Microeconomics, Macroeconomics, International Economics, and Behavioral Economics
  - An introductory textbook on Economics, lavishly illustrated with full-color illustrations and diagrams, and concisely written for fastest comprehension.