2019 Probate Academy Dr. Gerry W. Beyer Governor Preston E. Smith - - PowerPoint PPT Presentation

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2019 Probate Academy Dr. Gerry W. Beyer Governor Preston E. Smith - - PowerPoint PPT Presentation

2019 Probate Academy Dr. Gerry W. Beyer Governor Preston E. Smith Regents Professor of Law Texas Tech University School of Law 1 1. Basic Legal Background 2. Unusual dispositions and requests 3. Unusual conditions on gifts 2 3 A person


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  • Dr. Gerry W. Beyer

Governor Preston E. Smith Regents Professor of Law Texas Tech University School of Law

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2019 Probate Academy

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  • 1. Basic Legal Background
  • 2. Unusual dispositions and requests
  • 3. Unusual conditions on gifts

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 A person may dispose of his/her property and impose

whatever conditions the person desires unless the disposition or condition:

  • 1. Violates the law, or
  • 2. Violates public policy.

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 Event must occur before beneficiary may claim the gift.  “I leave $10,000 to X if she is a law school graduate at the

time of my death.”

Graduated $10,000

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 Beneficiary receives and retains the gift until the condition

is violated.

 “I leave my house to my son but if my son is later convicted

  • f a crime, then the house goes to my daughter.”

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 The only item he left to his wife was his “second-best

bed.”

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When — I pass — Out. see that. I. Am buried — Either next to Tony — on that side — Or — put me Over on the — Other side— Give me plenty of room: See that My grave is Marked by a Single Marker and be shure — that “I get plenty of room When — I am buried — dont Crowd me — in a “Small space — please – I ask you — to use special Care In selecting A Lawyer — to attend to This Will—”Dont get some Grafter (as most of them are: Who will rob you Out of your Eye—teeth—” And then pretend “they are your Friend” A Lawyer — Is more deadlier than a Rattlesnake—So—look—Out.

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 Albert Orton disinherited his wife because she called him a

“rotten old pig” due to his excessive flatulence.

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 “I forbid that my ex-wife attend my funeral activities or any

future things with the family!”

 “I personally hope her and her mother Rot in Hell.”  I want her to know publicly how much resentment I have

for her.”

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 Frederica Evelyn Stilwell Cook

  • 1066 pages
  • 95,940 words
  • Estate worth only $100,000/

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 Bimla Rishi

  • “ All to Son.”

 Karl Tausch

  • “All to Wife.”

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 Will of Uah

  • 2548 B.C.
  • Egyptian

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Ingrid Newkirk

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George Bernard Shaw

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Donal Russell

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Sandi Canesco

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Napoleon Bonaparte

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Angel Pantoja

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John Bowman

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Harold West?

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Jack and Sayde Benny

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Mark Gruenwald

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Sandra West

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Sunshine

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 “Leave an awesome tip (and I don’t mean 25%. I mean $500

  • n a #@% * pizza.)”

 At http://aaroncollins.org/ you can see the $500 tips that

have been left all over the country.

  • 104 at last count!

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Del Close

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Swarthmore College

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 Will provisions that remove benefits upon marriage be

enforced?

  • Depends on facts. Is testator’s goal to:

▪ Punish marriage, or ▪ Provide support while single?

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Heinrich Heine

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 Will conditions on whom you can marry

based on religion, gender, race, etc. be enforced?

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“I leave my entire estate to my daughter but only if she is divorced from her husband within one year of my death.”

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Benjamin Franklin

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