Saturday, June 30, 2007

Wills!

1. Issue: Is there a valid will?
  • 1.1 Capacity
  • 1.2 Writing/Witness
  • 1.3 Helographic
2. Issue: If so, what's the content of the will?
  • 2.1. any integration?
  • 2.2. any codicil? if so? what's the republication date?
  • 2.3. any incorporation by reference?
  • 2.4. any acts of independent significance?

I..I..I.. C!

3. Issue: before the testator dies, does he revoke the will?
  • Methods to revoke a will:subsequent will/ physical act/operation of law
  • Sub-issue: Dependant Relative Revocation

4. Issue: Ok! Now he dies, how do we distribute RES? Who can get What?
  • 4.1. Does extrinsic Evidence allow to explain the will if there is any ambiguity?
  • 4.2. Are there pretermitted Spouse and children? Can they be excluded?
  • 4.3. Any lapse and anti lapse issue?
  • 4.4. Confirm the Res
  • 4.5. Try to distribute it by order---> Any ademption problem?

5. What if the will is invalid? or if there is no will.( Intestate Succession)
  • 5.1 who can get How much
  • 5.2 Advancement?

6.Bars to succession
  • No contest Clause--> Validity

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