Conflicts of International Inheritance Laws in the Age of Multinational Lives Adam F
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Spring 2014 Melanie Leslie – Trusts and Estates – Attack Outline 1
Spring 2014 Melanie Leslie – Trusts and Estates – Attack Outline Order of Operations (Will) • Problems with the will itself o Facts showing improper execution (signature, witnesses, statements, affidavits, etc.), other will challenges (Question call here is whether will should be admitted to probate) . Look out for disinherited people who have standing under the intestacy statute!! . Consider mechanisms to avoid will challenges (no contest, etc.) o Will challenges (AFTER you deal with problems in execution) . Capacity/undue influence/fraud o Attempts to reference external/unexecuted documents . Incorporation by reference . Facts of independent significance • Spot: Property/devise identified by a generic name – “all real property,” “all my stocks,” etc. • Problems with specific devises in the will o Ademption (no longer in estate) . Spot: Words of survivorship . Identity theory vs. UPC o Abatement (estate has insufficient assets) . Residuary general specific . Spot: Language opting out of the common law rule o Lapse . First! Is the devisee protected by the anti-lapse statute!?! . Opted out? Spot: Words of survivorship, etc. UPC vs. CL . If devise lapses (or doesn’t), careful about who it goes to • If saved, only one state goes to people in will of devisee, all others go to descendants • Careful if it is a class gift! Does not go to residuary unless whole class lapses • Other issues o Revocation – Express or implied? o Taxes – CL is pro rata, look for opt out, especially for big ticket things o Executor – Careful! Look out for undue -
En 96,63% Se Cumplió Instalación De Mesas Electorales
PREMIO NACIONAL DE PERIODISMO 1982 / 1989 / 1990 33° El Tigre - Anaco, Sábado 5 de d i c i e m b re de 201 5 Año LVI Edición 3.514 w w w.e l t i e m p o.co m .ve EL PERIÓDICO DEL PUEBLO ORIENTAL PMVP Bs 40,00 Fecha de Marcaje 08/15 Lea este+ d o m i n go Golpe para Dilma Rousseff +Arzobispo Baltazar Porras: el pecado de la revolución es La Corte Suprema de Brasil rechazó dos recursos querer que todo el mundo piense y actúe como ella + contra el proceso para realizarle un juicio político a la Votar es fácil+Hay deportes que no están libres de pecado presidenta de ese país, iniciado por el Congreso PÁG. 9 PREGUNTA DE LA SEMANA: ¿Cree usted que conseguirá el pernil regulado en los establecimientos del Go b i e r n o? Vote en w w w.eltiempo.com.ve ZONA CENTRO LEGISLATIVAS // INVITADO INTERNACIONAL DE OPOSICIÓN DENUNCIÓ QUE EL PODER ELECTORAL NO LE HA ENTREGADO AVAL 400 niños corren peligro por daños Lucena: en 96,63% se cumplió en escuela PÁG. 5 instalación de mesas electorales Para la presidenta del CNE, la jornada de ayer en los centros de tendrán a su cargo los comicios y exhortó a los que no se han votación para completar el ensamblaje de los equipos a ser utilizados acreditado a que se pongan al día. En materia de testigos, dijo que la en las elecciones de mañana, se llevó a cabo en casi 100% en todo el MUD suma 83.286 y el Psuv 81.033, por lo que les hizo un llamado país. -
Uniform Probate Code Article Ii Intestacy, Wills, and Donative Transfers
UNIFORM PROBATE CODE ARTICLE II INTESTACY, WILLS, AND DONATIVE TRANSFERS [Sections to be Revised in Bold] Table of Sections PART 1 INTESTATE SUCCESSION § 2-101. Intestate Estate. § 2-102. Share of Spouse. § 2-102A. Share of Spouse. § 2-103. Share of Heirs Other Than Surviving Spouse. § 2-104. Requirement That Heir Survive Decedent for 120 Hours. § 2-105. No Taker. § 2-106. Representation. § 2-107. Kindred of Half Blood. § 2-108. Afterborn Heirs. § 2-109. Advancements. § 2-110. Debts to Decedent. § 2-111. Alienage. § 2-112. Dower and Curtesy Abolished. § 2-113. Individuals Related to Decedent Through Two Lines. § 2-114. Parent and Child Relationship. § 2-101. Intestate Estate. (a) Any part of a decedent’s estate not effectively disposed of by will passes by intestate succession to the decedent’s heirs as prescribed in this Code, except as modified by the decedent’s will. (b) A decedent by will may expressly exclude or limit the right of an individual or class to succeed to property of the decedent passing by intestate succession. If that individual or a member of that class survives the decedent, the share of the decedent’s intestate estate to which that individual or class would have succeeded passes as if that individual or each member of that class had disclaimed his [or her] intestate share. § 2-102. Share of Spouse. The intestate share of a decedent’s surviving spouse is: (1) the entire intestate estate if: (i) no descendant or parent of the decedent survives the decedent; or (ii) all of the decedent’s surviving descendants are also -
Caregiving and the Case for Testamentary Freedom
Caregiving and the Case for Testamentary Freedom Joshua C. Tate* Almost all U.S. states allow individuals to disinherit their descendants for any reason or no reason, but most of the world’s legal systems currently do not. This Article contends that broad freedom of testation under state law is defensible because it allows elderly people to reward family members who are caregivers. The Article explores the common-law origins of freedom of testation, which developed in the shadow of the medieval rule of primogeniture, a doctrine of no contemporary relevance. The growing problem of eldercare, however, offers a justification for the twenty-first century. Increases in life expectancy have led to a sharp rise in the number of older individuals who require long-term care, and some children and grandchildren are bearing more of the caregiving burden * Assistant Professor of Law, Southern Methodist University. I would like to thank Gregory Alexander, Mark Ascher, Stuart Banner, Joseph Biancalana, Ira Bloom, Ralph Brashier, Alexandra Braun, Meta Brown, Hamilton Bryson, Naomi Cahn, June Carbone, Regis Campfield, Ronald Chester, Barry Cushman, Alyssa DiRusso, John Eason, Robert Ellickson, Mary Louise Fellows, Mark Fenster, Thomas Gallanis, Susan Gary, Joshua Getzler, Edward Halbach, Hendrik Hartog, Jill Hasday, Lisa Hasday, Richard Helmholz, Adam Hirsch, Clare Huntington, Daniel Klerman, Nina Kohn, Andrew Kull, John Langbein, Henry Lischer, John Lowe, Maurizio Lupoi, Grayson McCouch, William McGovern, Mavis Maclean, Ray Madoff, Paula Monopoli, Melissa -
Advisory Panel Palais Des Congrès De Montréal, 524B, 7:00-10
7:00 am Meetings enable and constrain the experience of everyday racism. Fund for the Advancement of the Discipline (FAD) Advisory 155. Thematic Session. Encountering the Law Panel Palais des congrès de Montréal, 511A, 8:30-10:10am Palais des congrès de Montréal, 524B, 7:00-10:10am Session Organizer: Brian Gran, Case Western Reserve University Journal Archives Advisory Group Presider: Brian Gran, Case Western Reserve University Palais des congrès de Montréal, 523B, 7:00-8:15am Right without Duties? The Sociological Origins of an Absence. Christopher Nigel Roberts, University of Minnesota Section on Crime, Law, and Deviance Council Meeting Navigating U.S. Law along the United States-Mexico Palais des congrès de Montréal, 520E, 7:00-8:15am Borderlands. Mary Romero, Arizona State University Section on Global and Transnational Sociololgy Council Law's Struggle with Religion: Equality and Inclusion. Bryan Meeting Turner, City University of New York-Graduate Center Palais des congrès de Montréal, 517C, 7:00-8:15am Now more than ever, people across the world are encountering law in manifold areas of social life. As human rights are implemented, institutions Section on Sociology of Children and Youth Council Meeting and cultures of rights are created and sometimes suppressed. Newcomers encounter different ideas, languages, beliefs, and practices, often through legal Palais des congrès de Montréal, 520D, 7:00-8:15am systems, whether local, national, or international. Actors running these legal systems, which are often corrupt, may take a dim view of strangers’ legal Section on Sociology of Culture Council Meeting concerns. Individuals who are vulnerable may turn to “law” for protection, Palais des congrès de Montréal, 520C, 7:00-8:15am even while many people are discovering that law increasingly serves as a panopticon across multiple hierarchies and in many parts of their societies. -
Institute of European and Comparative Law Annual Report for 2014-2015
Institute of European and Comparative Law Annual Report for 2014-2015 For further information please contact: The Administrator Institute of European and Comparative Law St Cross Building St Cross Road Oxford OX1 3UL [email protected] www.iecl.ox.ac.uk Introduction The academic year 2014-15 culminated with the Institute’s anniversary celebrations in late September. From its modest beginnings in 1995 the Institute has seen continuous growth over the past decades. It has established and nurtured numerous links with our continental partners, with regard to both teaching and research. Today, the Institute facilitates many of the Faculty’s research activities in European and comparative law, inter alia by organising the relevant lunchtime Discussion Groups and a raft of international conferences. Its particular focus is on the intersection of European and comparative law. This is particularly visible in the Institute’s book series published by Hart Publishing, the Studies of the Oxford Institute of European and Comparative Law, which will see the publication of its 20th volume later this year. A flavour of the topics that are on our research agenda is conveyed by the list of our most important events during the past academic year on p.28 below. The Institute promotes the Faculty’s teaching agenda by administering its undergraduate exchange programme, the largest of its kind in this country. The ‘Law with Law Studies in Europe’ degree (informally known as ‘Course 2’) sees 35 of our BA students take their third year away from Oxford, spending it at one of our European partner faculties in France, Germany, Italy, Spain or The Netherlands. -
Estonia International Estate Planning Guide Individual Tax and Private Client Committee
Estonia International Estate Planning Guide Individual Tax and Private Client Committee Contact: Kärt Kelder Sorainen, Tallinn [email protected] Updated 6/2021 I. Wills and disability planning documents A. Will formalities and enforceability of foreign wills 1. ESTONIAN WILLS In Estonia, a testator may freely transfer his or her property (movable and immovable things or non-material objects, eg, securities and trademarks), claims of patrimonial character and property obligations by executing a will that can be altered, supplemented or revoked at any time by drawing up a new will, or not making a will. An estate does not include the rights and obligations of the testator that pursuant to law or by their nature are inseparably bound to the person of the testator. In cases provided for by law, property subject to succession may include intellectual property (authors’ property rights to works of literature, science and art, neighbouring property rights and rights to industrial property), as well as other property rights and duties stipulated by law. A will can be made, altered, supplemented or revoked exclusively by the testator him or herself and only by a legally capable person who is able to comprehend the importance and consequences of his or her actions. A will may be made in a notary authenticated form by a minor of at least 15 years of age, and in that case, the minor does not require the consent of his or her legal representative for making a will. Under the laws of Estonia a reciprocal will of spouses is available. A reciprocal will of spouses can be made exclusively as an official will and only by spouses. -
Wills--Deceased Residuary Legatee's Share Held Not to Pass by Way Of
St. John's Law Review Volume 38 Number 1 Volume 38, December 1963, Number Article 11 1 Wills--Deceased Residuary Legatee's Share Held Not to Pass by Way of Intestacy Where It Is Clearly Manifested That Surviving Residuary Legatees Should Share in the Residuum (In re Dammann's Estate, 12 N.Y.2d 500 (1963)) St. John's Law Review Follow this and additional works at: https://scholarship.law.stjohns.edu/lawreview This Recent Development in New York Law is brought to you for free and open access by the Journals at St. John's Law Scholarship Repository. It has been accepted for inclusion in St. John's Law Review by an authorized editor of St. John's Law Scholarship Repository. For more information, please contact [email protected]. ST. JOHN'S LAW REVIEW [ VOL. 38 argument against such an extension was rejected. 52 Likewise, the presence of a compensation fund for prisoners was held not necessarily to preclude prisoner suits under the FTCA.53 The Court found the compensation scheme to be non-comprehensive.5 4 The government's contention that variations in state laws might hamper uniform administration of federal prisons, as it was feared they would with the military, was rejected. Admitting that prisoner recoveries might be prejudiced to some extent by variations in state law, the Court regarded no recovery at all as a more serious prejudice to the prisoner's rights.55 In this connection, it is interesting to consider the desirability of spreading tort liability in the governmental area.5" The impact of the principal case is, in some respects, clear. -
The Intestate Claims of Heirs Excluded by Will: Should "Negative Wills" Be Enforced?
The Intestate Claims of Heirs Excluded by Will: Should "Negative Wills" Be Enforced? When a testator's will fails to provide for the disposition of his entire estate, the portion of the estate that is not disposed of usu- ally passes to the testator's heirs under the intestacy laws.' These laws reflect a presumption about what the testator would have wanted had he considered the matter.2 In some cases, however, the testator may have expressed a contrary intent. For example, a will may expressly disinherit an heir and leave the estate to someone else; or it may leave a small sum "and no more" to an heir, while giving the bulk of the estate to someone else; or a "will" may con- tain no devise at all, but express a desire that an heir receive no part of the estate.3 If the will does not fully dispose of the testa- tor's property and some or all of his estate must pass by intestacy, an issue arises as to whether the intestacy statute requires the ex- cluded heir to receive an intestate share, contrary to the testator's intent. This comment discusses the circumstances in which a will that expressly disinherits an heir or limits the heir's gift to the devise in the will (a "negative will") may foreclose the award of an intestate share to that heir where some or all of the testator's estate passes by intestacy. Since the mid-nineteenth century, English courts have enforced negative wills where (1) the testator clearly intended to exclude an heir or to limit an heir's share in the estate to the devise in the will, and (2) at least one other heir remains eligible to take the property that passes by intestacy.4 Under this approach, the exclusion of the heir (or limitation of the heir's gift) in the will See, e.g., UNIF. -
International Programs 2019 Annual Report
THE UNIVERSITY OF IOWA INTERNATIONAL PROGRAMS 2019 ANNUAL REPORT MESSAGE FROM DOWNING THOMAS Internationalization Across Campus 4 Study Abroad 6 Facts at a Glance 8 International Students and Scholars 10 WorldCanvass 12 Alumni Engagement 13 Advancing Research and Creative Work 14 Provost’s Global Forum 15 Centers and Programs 16 Stanley Awards for International Research 17 The global landscape for higher education in study and work abroad continues to grow, We welcomed a fourth cohort of 25 Mandela is always evolving and shifting under our though financial resources to support this Washington Fellows to campus, in partnership Grants and Fellowships 18 feet, for better and for worse. We have interest continue to be a challenge for many with the Institute for International Business in faced several challenges in the past couple of our students. the Tippie College of Business. The fellows, of years, from changing perceptions of the part of the U.S. Department of State’s Young United States as a welcoming destination for We reached two milestones this year: a record African Leaders Initiative, become a wonderful higher education, to increasing competition number of Fulbright student awards (19) resource as “alumni” when they return to from other countries to attract the best for the current academic year, and a record their home communities across sub-Saharan and brightest. We are also seeing concerns number of Fulbright program applicants (51) Africa, and serve as local boosters for the UI. expressed over undue foreign influence for the following year. This result comes from in research and discovery, ranging from investment in staff and faculty resources; The IP Faculty Advisory Council recently legitimate concerns about security and and our Fulbright program is a model of created a new best-practices document documented acts of espionage to fear- collaboration between International Programs focused on “Recognizing and Rewarding mongering broadcast in various media. -
TESTAMENTARY FORMALITIES Free Ebooks ==>
Free ebooks ==> www.ebook777.com www.ebook777.com Free ebooks ==> www.ebook777.com COMPARATIVE SUCCESSION LAW VOLUME I TESTAMENTARY FORMALITIES Free ebooks ==> www.ebook777.com This page intentionally left blank www.ebook777.com Free ebooks ==> www.ebook777.com Comparative Succession Law Volume I Testamentary Formalities Edited by KENNETH G C REID MARIUS J DE WAAL and REINHARD ZIMMERMANN 1 Free ebooks ==> www.ebook777.com 3 Great Clarendon Street, Oxford OX2 6DP Oxford University Press is a department of the University of Oxford. It furthers the University’s objective of excellence in research, scholarship, and education by publishing worldwide in Oxford New York Auckland Cape Town Dar es Salaam Hong Kong Karachi Kuala Lumpur Madrid Melbourne Mexico City Nairobi New Delhi Shanghai Taipei Toronto With offices in Argentina Austria Brazil Chile Czech Republic France Greece Guatemala Hungary Italy Japan Poland Portugal Singapore South Korea Switzerland Thailand Turkey Ukraine Vietnam Oxford is a registered trade mark of Oxford University Press in the UK and in certain other countries Published in the United States by Oxford University Press Inc., New York # The several contributors, 2011 The moral rights of the author have been asserted Database right Oxford University Press (maker) Crown copyright material is reproduced under Class Licence Number C01P0000148 with the permission of OPSI and the Queen’s Printer for Scotland First published 2011 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, without the prior permission in writing of Oxford University Press, or as expressly permitted by law, or under terms agreed with the appropriate reprographics rights organization. -
CHINA and the UNITED STATES: YIN and YANK INTESTACY Andrew Watson Brown
Masthead Logo Santa Clara Law Review Volume 59 | Number 1 Article 7 4-7-2019 CHINA AND THE UNITED STATES: YIN AND YANK INTESTACY Andrew Watson Brown Follow this and additional works at: https://digitalcommons.law.scu.edu/lawreview Part of the Law Commons Recommended Citation Andrew Watson Brown, Case Note, CHINA AND THE UNITED STATES: YIN AND YANK INTESTACY, 59 Santa Clara L. Rev. 239 (2019). Available at: https://digitalcommons.law.scu.edu/lawreview/vol59/iss1/7 This Case Note is brought to you for free and open access by the Journals at Santa Clara Law Digital Commons. It has been accepted for inclusion in Santa Clara Law Review by an authorized editor of Santa Clara Law Digital Commons. For more information, please contact [email protected], [email protected]. 7_BROWN FINAL.DOCX (DO NOT DELETE) 4/6/2019 5:19 PM CHINA AND THE UNITED STATES: YIN AND YANK INTESTACY Andrew Watson Brown* TABLE OF CONTENTS I. Introduction ..................................................................................... 240 II. Background .................................................................................... 241 III. Testamentary Freedom or Support? ............................................. 242 A. American Inheritance Model .............................................. 242 B. The Family Paradigm .......................................................... 243 1. Wrinkles in the Family Paradigm ................................. 245 a. Capacity .................................................................. 245 b. Anti-Lapse Statutes