PPT-2. Testamentary Capacity

Sound Mind EC 251001 Elements of Testamentary Capacity 1 Understand what doing Elements of Testamentary Capacity 2 Comprehend effect of what doing Elements of Testamentary Capacity. 1. Based on type of property. 1. Devise -- Gift of real property.. 1. Based on type of property. 2. Bequest -- Gift of personal property.. 1. Based on type of property. Specific devise or bequest. The Testamentary Gifts Pipeline. PGCH – April 24, 2014. Laura Hansen Dean, J.D.. Executive Director of Gift Planning. The University of Texas at Austin. Valuing and Counting Revocable and Irrevocable Bequests and Beneficiary Designations. CHAPTER X X V I 369. Definitions. declare this to be my last Will 2. I APPOINT my daughter AMANDA LOUISE JONES of 10 West Street Manchester Greater Manchester M12 2TY and my son SIMON SMITH of 1 South Drive Plymouth Devon PL2 4AB (he Week 5. Last Week. Finished Talking About Internationalities. Went Through Formalities. Internationalities . Formalities. Capacity. In Writing. Undue Influence. Signed By The Testator. Fraud. Witnessed. of. Limitations. To Probate a Will. PC § 73; EC § 256.003. General Rule = . Four years from the date of Testator’s death.. To Probate a Will. PC § 73; EC § 256.003. Exception = the “late probate”. Introduction. Will Execution. Basic Elements. 1. Legal . Capacity. 2. Testamentary . Capacity. 3. Testamentary . Intent. 4. Formalities. 1. Legal Capacity. Obtaining Legal Capacity. Warning: Jurisdictions differ as to which of the below gives a person legal capacity.. High Net Worth Clients. Alaina Spec. 400 – 1565 Carling Avenue | Ottawa | Canada | K1Z 8R1 | T: (613)236-9442 | F: (613)236-7942 | TF: (888) 909-9442. Overview. Estate Planning - who, what, where, when, why…. Elements. 1. False representation to testator.. Elements. 1. False representation to testator.. 2. Knowledge of falsity.. Elements. 1. False representation to testator.. 2. Knowledge of falsity.. “Intent” . not “. in tent”. Basic Concept. Testator must intend the very instrument the testator executes to be the will.. Price v. Huntsman . – p. . 87. A classic “letter” case.. Shiels. “Intent” . not “. in tent”. Basic Concept. Testator must intend the very instrument the testator executes to be the will.. Price v. Huntsman . – p. . 87. A classic “letter” case.. Shiels. The amount of space a shoebox takes up. Volume. Volume or Capacity?. The amount of paint in a can. Capacity. Volume or Capacity?. The amount of medicine in a spoon. Capacity. Volume or Capacity?. The amount of space a closet takes up. Describe the Types of Capacity Planning. Explain Operations Scheduling and Workplace Planning. Describe the Types of Operations Scheduling. Explain What is Aggregate Planning. Explain the Strategies of Aggregate Planning. Estate Planning. A process of assuring that a person’s assets remain intact to protect the family before and after death.. Estate planning includes contributing to one’s . retirement income . as well as using certain legal instruments such as .