Instructor(s): Karon Bales, Jessica Feldman
Prerequisites
Trusts

For graduate students, the course number is LAW7044HS.

This section of the course is for students studying remotely. This course will meet once a week via audio-visual conference. In order to safeguard the health and safety of students, there is a possibility that all sections of this class will convert to a remote format for all or part of the term. To enrol in this course all students must meet or exceed the tech requirements for enrolment in University of Toronto courses, which can be found here [https://www.viceprovoststudents.utoronto.ca/students/tech-requirements-online-learning/

Note: The Quercus program will be used for this course. Students must self-enrol in Quercus as soon as confirmed in the course in order to obtain course information.

This course will examine estate planning and issues arising out of the transmission of property upon death. Topics will include testate and intestate succession, limitations on testamentary freedom, formalities of execution and revocation of Wills, testamentary capacity, testamentary trusts, Powers of Attorney and guardianship, Will interpretation, the role of the executor, tax planning on death and common drafting issues.

Evaluation
Two written assignments and class participation. The first assignment will be a Will drafting exercise which includes drafting a Will based on a fact pattern and preparing an annotation of the drafted Will due the first week of March, for a total of 2,000 to 2,500 words - excluding the Will precedent which will be provided (35%). The second assignment will be a paper of 4,000 to 4,500 words (55%). Class participation (10%).
Academic year
2020 - 2021

At a Glance

Second Term
Credits
3
Hours
2

Enrolment

Maximum
30

30 JD

Schedule

T: 5:00 - 6:30 pm (AV Conference)