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Office: 022B

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Alexis D. Lanham

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Phone: (812) 855-1888
E-mail: adlanham [at] indiana [dot] edu



Indiana Law students can build their own plan of study by taking classes from a number of different areas, or they can choose an area of focus.

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B645 Wills & Trusts

Description This course covers transfer of property at death. This includes probate transfers, such as wills and intestate succession, as well as nonprobate transfers such as gifts, trusts, POD accounts, and other will substitutes. Topics include: # Intestate succession. # Execution of formal and holographic wills, as well as revocation and revival of wills. # Interpretation and construction of wills, and will contests. # Will substitutes, such as multi-party accounts, POD provisions, and gifts causa mortis. # Creation, modification, and termination of public and charitable trusts, and other specialized trusts; trust construction and interpretation. # Powers of appointment. # Restrictions on gifts, including the Rule against Perpetuities. # Fiduciary administration, including investing for trustees (and lawyers) under the Prudent Investor Rule as guided by Modern Portfolio Theory. # A brief introduction to estate planning and estate taxation, including the importance of retirement accounts in estates. This is an introductory survey course. Students with a serious interest in practicing estate planning are encouraged to take additional courses in Gift & Estate Tax (B651) and Estate Planning (B740).

Faculty D. Gjerdingen, J. Stake

Fall 2015 - 2016Wills & TrustsStake
Spring 2014 - 2015Wills & TrustsGjerdingen
Fall 2014 - 2015Wills & TrustsStake
Spring 2013 - 2014Wills & TrustsGjerdingen
Fall 2013 - 2014Wills & TrustsGjerdingen
Spring 2012 - 2013Wills & TrustsGjerdingen
Fall 2012 - 2013Wills & TrustsStake
Spring 2011 - 2012Wills & TrustsGjerdingen
Fall 2011 - 2012Wills & TrustsStake
Spring 2010 - 2011Wills & TrustsGjerdingen
Fall 2010 - 2011Wills & TrustsStake
Spring 2009 - 2010Wills & Trusts (site)Gjerdingen
Fall 2009 - 2010Wills & Trusts (syllabus)Stake