Transactional Practice Series: The Fields Family

The Transactional Practice Series is a set of books developed to teach lawyering skills, such as interviewing, negotiation and drafting documents.
Publisher: NITA
Case File :Softbound, 182 pgs.
$35.00
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ISBN: 9781556815973
Publisher: NITA
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The Transactional Practice Series is a set of books developed to teach lawyering skills, such as interviewing, negotiation and drafting documents. The Series offers a client-centered approach to the study of law, allowing law students to counsel clients in ongoing mock transactions. The Series provides a realistic viewpoint not usually available when analyzing completed transactions summarized in casebooks.

The Fields Family: Estate Planning examines the issues confronting the Fields family in the drafting of their mother's new will and their grandson's prenuptial agreement, as well as the administration of their grandmother's will and sale of their grandmother's house.

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Table of Contents

TABLE OF CONTENTS



PREFACE



HOW TO USE THE TRANSACTIONAL PRACTICE SERIES


The Client Files

Simulated Skills Exercises

Written Assignments



KAREN J. FIELDS--ESTATE PLANNING FILE

Assigning Memorandum

Brief Description

Discussion Points and Problems



SAMUEL I. AND KAREN FIELDS--ESTATE PLANNING FILE

Related Memoranda and Correspondence

Original Documents of Karen J. Fields

First Codicil

Will

Durable Power of Attorney

Sample Will Form



RELATED CASES AND MATERIALS

Shapria v. Union National Bank, et al., 39 Ohio Misc. 28 (1974)

Ogle v. Fuiten, 102 Ill. 2d 356 (1984)



WALTER I. FIELDS--PRENUPTIAL AGREEMENT FILE

Assigning Memorandum

Brief Description

Discussion Points and Problems



WALTER I. FIELDS--TRUST FILE

Letter to Walter re: Decision to Keep Property in Trust

Letter to Walter re: Right to Receive Trust Property

Agreement of Trust f/b/o Walter I. Fields

Letter to Emily W. Johnson f/b/o Walter I. Fields

Transmittal Memos re: Trust f/b/o Walter I. Fields



SAMPLE DOCUMENTS

Engagement Letter

Prenuptial Agreement

Cohabitation Agreement



RELATED CASES AND MATERIALS

Simeone v. Simeone, 525 Pa. 392 (1990)

Osborne v. Osborne, 384 Mass. 591 (1981)



EMILY W. JOHNSON--ESTATE ADMINISTRATION AND SALE OF RESIDENTIAL REAL ESTATE FILES

Assigning Memorandum

Brief Description

Discussion Points and Problems



EMILY W. JOHNSON--ESTATE ADMINISTRATION FILE

Memorandum re: Estate Administration

Obituary Notice

Memorandum re: Assets at Date of Death

Transmittal Memoranda

Memoranda re: Estimate of Mrs. Johnson's Assets

Letter to Mrs. Johnson re: Estate Planning Documents

Additional Transmittal Memoranda



EMILY W. JOHNSON—ORIGINAL DOCUMENTS FILE

Second Codicil

First Codicil

Will

Durable Power of Attorney



ADVANCE MEDICAL DIRECTIVE



PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY



EMILY W. JOHNSON--THE SALE OF RESIDENTIAL REAL ESTATE FILE


Open House Invitation

Transmittal Letter re: First Offer

First Offer to Purchase

Transmittal Letters re: Second Offer

Second Offer to Purchase



ESTIMATED SETTLEMENT COSTS TO ESTATE



CASES AND RELATED MATERIALS

Fickett v. Superior Court of Pima City, 27 Ariz App. 793 (1976)

Stambovsky v. Ackley, 572 N.Y.S. 2d 672 (1991)



DRAFTING TIPS