Source: https://stus.com/Wills-and-Trusts
Timestamp: 2019-04-23 20:44:12+00:00

Document:
A posthumously conceived child will be considered issue if there is genetic relationship between child and decedent and proof that decedent consented to conception and to support of any resulting child. lawful issue; posthumous child.
Subscribing witnesses have duty to be satisfied of testator sanity before they subscribe will. Contest; testamentary capacity; unsound mind.
Decedent signature must be in presence of two competent witnesses, both of whom acknowledge decedent signature in presence of each other. Attesting witness.
Under narrow circumstances, will can be validated through reliable evidence of valid testamentary scheme, although formalistic requirements are lacking. Guardian ad litem; mistake; reformation; testamentary intent.
Although will generally requires two attesting witnesses, document may be validated with clear and convincing evidence that decedent intended document to be his will. Notary public.
When document evinces present testamentary intent, court will honor testator intent. Codicil; holographic will.
Doctrine of dependent relative revocation sustains revoked gift if testator cancels or destroys will with present intention of making new one immediately but new will is not made or, if made, fails of effect for any reason. Residuary clause; revocation.
When federal and state statutes conflict, federal statute preempts state requirements. Employee benefit plan; Employee Retirement Income Security Act; pension; ERISA; preemption; slayer rule.
Judiciary is coequal branch of government vested with sole authority to exercise judicial power and legislature cannot reallocate balance of power expressly delineated in Constitution. Separation of powers.
Court has no power to correct or reform will or change any of language therein by substituting or adding words, but may disregard obviously mistaken references when necessary. Mistake vitiatie.
Statute authorizing spendthrift trusts creates absolute prohibition against attaching assets in those trusts. Attachment; spendthrift fund.
When trust is self-funded, was set up specifically to take advantage of laws shielding trust from courts, and is subject to control by beneficiaries, trust is subject to court order to turn over assets. Asset protection trust; ponzi scheme.
If trustees of charity commit breach of trust, donor or his heirs have standing to enforce conditions placed on use of charitable donations. Charitable bequest.
Prudence of trustees investments must be considered in light of circumstances of entire trust, not merely with regard to individual investment. Diversification; prudent.
Estate of Locke, Intestacy, intestate, per capita, per stirpes.
Bean v. Ford, equitable adoption, de facto adoption.
Estate of Hall, unwitnessed wills may be probated.
Garrett v. Read, constructive trust, joint will, mutual will, scrivener.
Dougherty v. Rubenstein, monomania, must specifically relate to the questionable disposition.
Peralta v. Peralta, not all estate related claims must be brought in probate court.
Heaps v. Heaps, conversion, laches. Trust assets.
Uchtorff v. Hanson, a remainder is contingent only if its existence depends on some dubious circumstance.
Shaw Family Archives v. CMG Worldwide; Legislation enacted after decedent's death cannot increase the property that makes up estate; right of publicity.
A v. B; A lawyer may disclose confidential information about one client to another client if the matter is an exceptional case with a compelling reason for disclosure.
In re Martin B; If the governing instrument is silent, posthumous children conceived through in vitro fertilization with the consent of the parent are treated as part of their father's family for all purposes; en ventre sa mere.

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