Trusts and Estates: Implementing Freedom of Disposition
Robert H. Sitkoff
Harvard Law School
March 20, 2014
58 St. Louis U. L. J. 643 (2014).
Harvard Public Law Working Paper
The Trusts and Estates course is about the law of gratuitous transfers at death, that is, the law of succession. Lately such courses have come to cover both probate succession by will and intestacy, and non-probate succession by inter vivos trust, pay-on-death contract, and other such will substitutes. The organizing principle of the American law of succession, both probate and non-probate, is freedom of disposition. My suggestion in this essay, which I have implemented in my Trusts and Estates class and in the casebook for which I am the surviving co-author, is that the Trusts and Estates course can likewise be organized around this principle. The Trusts and Estates course is perhaps best conceptualized as a survey of the law and policy of implementing freedom of disposition. (This essay was prepared for the Teaching Trusts and Estates special issue of the St. Louis University Law Journal.)
Number of Pages in PDF File: 28
Keywords: trusts, estates, freedom of disposition, probate, non-probate, will substitutes, intestacy, formalities, will contests, construction, fiduciary administration, spendthrift trusts, charitable trusts, future interests, powers of appointment, perpetuities, estate tax
JEL Classification: K11, K34Accepted Paper Series
Date posted: September 17, 2013 ; Last revised: April 3, 2014
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