Wills & Trusts Case Briefs
Wills, Trusts, and Estates examines how property is transferred at death and the legal instruments used to plan for that transfer. The course covers intestate succession, will execution and revocation, trust creation and administration, fiduciary duties of trustees, and estate taxation.
The cases below include important decisions on testamentary capacity, undue influence, will contests, the creation and modification of trusts, and the rights of beneficiaries. You will find cases addressing the rule against perpetuities, charitable trusts, spendthrift provisions, and the evolving law of estate planning.
Each brief follows standard law-school format to help you prepare for class, build outlines, and review before exams.
Allard v. Pacific National Bank
Barsotti v. Barsotti
Brainard v. Commissioner
Broadway National Bank v. Adams
Claflin v. Claflin
Clark v. Greenhalge
Clymer v. Mayo
Dennis v. Rhode Island Hospital Trust
Estate of Kuralt
Estate of Shumway
Farkas v. Williams
Harrison v. Bird
Hieble v. Hieble
In re Claim of Johnson
In re Estate of Duke
In re Estate of Rothko
In re Estate of Russell
In re Estate of Totten
In re Neher
In re Pulitzer
In re Strittmater
Jimenez v. Lee
Kimmel's Estate
Latham v. Father Divine
Lipper v. Wessman
Lux v. Lux
Mahoney v. Grainger
Malachowski v. Bank of New England
National Academy of Sciences v. Cambridge Trust Co.
O’Neill v. O’Neill
Reed v. King
Riggs v. Palmer
Shapira v. Union National Bank
Shelley v. Shelley
Sterner v. Nelson
Stevens v. Casdorph
Thompson v. Royall
Totten v. American National Red Cross
Uniform Trust Code Section 411