№ files_lp_3_process_9_47363
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This academic paper discusses the evolution of the law surrounding wills, trusts, and family law, specifically focusing on marriage equality, equitable distribution, and changes in estate planning.
Year:
2024
Region / City:
New York
Subject:
Legal reforms in marriage, family law, and estate planning
Document type:
Academic Paper
Institution:
New York Law School
Author:
William P. LaPiana
Target audience:
Legal professionals, academics, law students
Effective date:
2011
Date of approval:
January 18, 2024
Date of changes:
Not specified
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Year:
2016
Region / City:
Cleveland
Subject:
Estate Planning, Probate Law
Document Type:
Casebook
Organization / Institution:
CALI eLangdell Press
Author:
Browne C. Lewis
Target Audience:
Law students, legal professionals
Period of Validity:
2016 and onwards
Approval Date:
June 2016
Date of Changes:
June 2016
Year:
2008
Region / City:
California
Topic:
Marital Property, Trusts, Inheritance Law
Document Type:
Legal Text
Institution:
St. Francis School of Law
Author:
James J. Woodruff II
Target Audience:
Law students, legal professionals
Period of Validity:
2008-2014
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2020
Author:
Professor Lesley King
Organization:
Beckbury Advisory Services
Email:
[email protected]
Audience:
Private client practitioners
Topics:
Virtual execution of wills, probate changes, HMRC changes, risk reduction, post-death variations, recent decisions under I(PFD)A 1975, GDPR and PRs
Document type:
Professional update / guidance notes
Legal references:
Wills Act 1837, Electronic Communications (Amendment) (Coronavirus) Order 2020
Date published:
28 September 2020
Period covered:
31 January 2020 – 31 January 2022
Year:
2023
Region / City:
Canberra
Subject:
Legal Documents, Wills, Attesting, Witnessing
Document Type:
Procedure
Organization:
Canberra Health Services
Author:
Not specified
Target Audience:
CHS staff
Period of validity:
Not specified
Approval Date:
Not specified
Date of changes:
Not specified
Title:
Washington Wills Simple Will Template and Last Will & Testament
Jurisdiction:
Washington State
Organization:
Washington Wills
Document Type:
Model form / legal template
Subject:
Last Will and Testament
Applicable Law:
Washington State probate law
Related Law:
Washington Uniform Transfers to Minors Act
Intended Audience:
Individuals conducting legal self-assessment at wa-wills.com
Website:
wa-wills.com
Sections Included:
Revocation; Family; Payment of Debts; Gifts; Custodianships; Fiduciaries; Duties and Powers
Note:
Year
Year:
2026
Region / City:
United States
Topic:
Legal education, Bar exam
Document type:
Letter
Institution:
National Conference of Bar Examiners (NCBE)
Author:
[Name]
Target audience:
Legal professionals, Bar examiners, Policy makers
Action period:
Ongoing
Approval date:
Not specified
Date of amendments:
Not specified
Year:
2026
Region / City:
Philadelphia, PA
Topic:
Ophthalmology
Document Type:
Conference Course
Organization / Institution:
Wills Eye Hospital
Author:
Ralph C. Eagle, Jr., MD
Target Audience:
Practicing ophthalmologists, ophthalmology residents and fellows
Date of Approval:
February 21, 2026
Period of Activity:
February 21, 2026 — February 25, 2026
Date of Changes:
Not specified
Accreditation:
Accredited by the Accreditation Council for Continuing Medical Education (ACCME)
Credits:
45.50 AMA PRA Category 1 Credits™
Faculty:
Ralph C. Eagle Jr., MD, David L. Guyton, MD, Kristina Irsch, PhD, and others
Note:
Description
Year:
2023
Region / City:
Melbourne
Topic:
Volunteering, Gifts in Wills, Charitable Donations
Document Type:
Volunteer Role Description
Organization / Institution:
Stroke Foundation
Author:
Stroke Foundation
Target Audience:
Potential volunteers, individuals interested in charitable giving
Effective Date:
Ongoing
Amendment Date:
N/A
Year:
2024
Region / City:
Princeton
Topic:
Philosophy of Mind, Metaphysics, Ethics
Document Type:
Course Syllabus
Institution:
Princeton University
Author:
Mark Johnston
Target Audience:
Graduate Students
Period of Study:
Fall 2024
Date Approved:
Not specified
Date of Changes:
Not specified
Chapter:
34
Subject:
Wills and probate litigation
Jurisdiction:
Colorado, United States
Legal field:
Probate law
Document type:
Jury instructions
Issuing authority:
Colorado courts
Relevant statutes:
Colorado Revised Statutes §§ 15-10-306, 15-11-502 to 15-11-504, 15-12-407
Court procedure:
Jury trial in contested probate proceedings
Topics covered:
Will contest procedures; execution and witnessing of wills; self-proved wills; holographic wills; testamentary intent; revocation of wills; testamentary capacity; insane delusion; undue influence; confidential and fiduciary relationships
Audience:
Judges, attorneys, and juries in probate cases
Related case law:
In re Estate of Wiltfong (2006); In re Estate of Sky Dancer (2000); In re Estate of Peppler (1998); Sandstead-Corona v. Sandstead (2018)
Forms included:
Verdict form for proponent; verdict form for contestant
Legal concepts defined:
Conscious presence; testamentary capacity; insane delusion; undue influence; confidential relationship; fiduciary relationship
Year:
2026
Jurisdiction:
Colorado, USA
Subject:
Probate law; contested wills
Document type:
Legal instruction / jury guidance
Issuing authority:
Colorado Courts
Target audience:
Jury members, legal practitioners
Legal references:
C.R.S. §15-11-502 to §15-11-504; C.R.C.P. 48
Date of enactment:
2026
Related cases:
In re Estate of Wiltfong, 148 P.3d 465 (Colo. App. 2006); In re Estate of Sky Dancer, 13 P.3d 1231 (Colo. App. 2000); Sandstead-Corona v. Sandstead, 2018 CO 26
Year:
2021
Region / City:
Global
Subject:
Ethical Wills, Legacy Statements
Document Type:
Research Strategy
Author:
Not specified
Target Audience:
Researchers, Academics
Date Approved:
January 15, 2021
Date of Changes:
January 15, 2021
Keywords:
Ethical will, Legacy statement, Search strategies, Databases, Bibliographic search
Period of Use:
1946-2021 (various databases)
Year:
2026
Region / city:
United Kingdom
Topic:
Legal professional accreditation
Document type:
Application form
Organization:
Law Society
Target audience:
Solicitors and chartered legal executives
Sections included:
Practitioners and other staff, Professional qualifications, Declarations
Regulatory references:
Solicitors Regulation Authority (SRA), Disclosure & Barring Service (DBS)
Legal framework:
Data Protection Act 1998
Purpose:
Application for participation in the Wills and Inheritance Quality Scheme (WIQS)
Required information:
Personal details, professional history, CPD hours, regulatory disclosures
Endorsing authority:
Law Society accreditation office
Form completion:
Manual or electronic
Includes:
Verification and declaration statements, ID and DBS check procedures
Structured data fields:
Name, date of birth, address, SRA ID, professional qualifications, employment history, associated practices, CPD hours, competence declarations
Year:
2020
Topic:
Income Taxation of Trusts and Estates
Type of Document:
Academic Outline / Lecture Notes
Author:
Weissbart
Audience:
Law or Taxation Students
Period Covered:
Fall 2020
Jurisdiction:
United States
Legal References:
Internal Revenue Code (IRC) Subchapter J, UPIA, EPTL
Year:
2024/25
Region / city:
United Kingdom
Theme:
Healthcare, Governance
Document type:
Guidance, Policy
Organization:
NHS England
Author:
NHS England
Target audience:
NHS Trusts, Healthcare Administrators, Compliance Officers
Effective period:
March 2025 and onwards
Approval date:
March 2025
Date of changes:
N/A
Note:
Contextual description
Note:
Year
Topic:
Employment Application
Document Type:
Application Form
Organization / Institution:
Listening Ear Merseyside
Target Audience:
Individuals applying for the Trusts and Foundations Manager position
Note:
Year
Subject:
U.S. Estate Tax, Qualified Domestic Trusts
Document Type:
IRS Form
Organization:
Internal Revenue Service (IRS)
Note:
Year
Theme:
Taxation, Trusts, and Exemptions
Document Type:
Guidelines, Taxation Manual
Institution:
State Revenue Office
Target Audience:
Property trustees, legal and financial professionals
Year:
2008
Region / City:
California
Topic:
Marital Property, Trusts, Inheritance Law
Document Type:
Legal Text
Institution:
St. Francis School of Law
Author:
James J. Woodruff II
Target Audience:
Law students, legal professionals
Period of Validity:
2008-2014
Approval Date:
Not specified
Modification Date:
Not specified