...revocable trust and later executed a valid will stating, "I leave my probate estate to the trustee of my revocable trust, to be administered under that trust." At death, Testator owned a car in Testator's sole name with...
Citations: Uniform Probate Code pour-over principles
Maya died intestate with a $700,000 probate estate. She is survived by her spouse, Chris, and her mother, Alma. Maya had no descendants. The state statute provides that when a decedent leaves a surviving spouse, no desce...
Citations: Uniform Probate Code spouse-share principles
A decedent's will leaves all probate property to adult children from a prior marriage and omits the surviving spouse. The spouses had no premarital or marital agreement. Which statement is most accurate? The question tes...
Citations: Uniform Probate Code section 2-202, NCBE MEE Subject Matter Outline, Family Law
Daniel, a widower, died intestate with a $900,000 probate estate. He had three children: Alice, Ben, and Clara. Alice survived Daniel. Ben died before Daniel, leaving two children, Mira and Noel, both of whom survived Da...
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code representation principles
Linda died intestate and unmarried with a $300,000 probate estate. Her only children are Anna and Ben. Two years before Linda died, she transferred $100,000 to Anna and signed a writing stating that the transfer was an a...
Citations: Uniform Probate Code advancement principles
Marisol died intestate and unmarried with a $900,000 probate estate. Her children Adam, Bella, and Cora survived her. Bella validly disclaimed her entire intestate share. Bella has two children, Finn and Gia, who both su...
Citations: Uniform Probate Code disclaimer principles
Olivia, a widow, died intestate with a $600,000 probate estate. She had two children, Rachel and Theo. Rachel was injured in the same accident that killed Olivia and died 48 hours after Olivia, leaving one child, Sophie...
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code survival and slayer principles
Pat and Noel were married for 22 years. Pat died owning a probate estate worth $90,000. Six months before death, after a serious diagnosis, Pat transferred $800,000 of investment accounts into a revocable trust naming Pa...
Citations: NCBE MEE Subject Matter Outline, Family Law, Uniform Probate Code sections 2-202, 2-213
Paula died intestate with a $780,000 probate estate. She was unmarried and had three children: Aaron, Beth, and Cyrus. Aaron previously received $120,000 from Paula for a home purchase. At the time of that transfer, Paul...
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code advancement and disclaimer principles
...'s death? This question tests payable-on-death bank accounts. Uniform Probate Code multiple-party account principles
Citations: Uniform Probate Code multiple-party account principles
...s revocable dispositions to a former spouse in wills and state-law nonprobate transfers unless the governing instrument, court order, or post-divorce designation provides otherwise. The retirement plan administrator says...
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code revocation-on-divorce principles, ERISA beneficiary-designation principles
...C-style revocation-on-divorce statute covering revocable state-law nonprobate transfers. What is the likely effect of the divorce? This question tests revocation-on-divorce for nonprobate transfers. Uniform Probate Code...
Citations: Uniform Probate Code revocation-on-divorce principles
...t is most accurate? This question tests convenience accounts. Uniform Probate Code multiple-party account principles
Citations: Uniform Probate Code multiple-party account principles
...dent's death? This question tests joint account survivorship. Uniform Probate Code multiple-party account principles
Citations: Uniform Probate Code multiple-party account principles
...into the trust. She also executed a valid pour-over will leaving her probate estate to the trust. Two years later, Leah handwrote and signed a note saying, "I want Owen to receive my investment account and Mira to recei...
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code pour-over and nonprobate-transfer principles, Uniform Trust Code revocable trust principles
Omar executed and recorded a transfer-on-death deed naming his daughter, Lina, as beneficiary of his home. The deed complied with the state's TOD deed statute and stated that Omar retained full ownership during life....
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Real Property Transfer on Death Act principles, Uniform Probate Code nonprobate-transfer principles
...life-insurance beneficiary designations as will substitutes. Uniform Probate Code nonprobate-transfer principles
Citations: Uniform Probate Code nonprobate-transfer principles
...tests joint accounts, convenience accounts, survivorship rights, and probate versus nonprobate ownership. NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code multiple-party account principles
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code multiple-party account principles
...After Rafael died, Mateo argued that the will overrides all older nonprobate designations because the will specifically mentions insurance, retirement benefits, and bank accounts. Clara argues that she takes the life in...
Citations: NCBE MEE Subject Matter Outline, Trusts and Estates, Uniform Probate Code nonprobate-transfer principles
...Which statement is most accurate? This question tests contests to nonprobate beneficiary designations. Uniform Probate Code nonprobate-transfer principles
Citations: Uniform Probate Code nonprobate-transfer principles
Participant named Spouse as beneficiary of an ERISA-governed retirement plan. Participant and Spouse later divorced, but Participant never changed the plan beneficiary form. A state revocation-on-divorce statute would...
Citations: ERISA beneficiary-designation principles
Owner recorded a valid transfer-on-death deed naming Daughter as beneficiary of Owner's house. Owner is still alive and continues to live in the house. Daughter demands rent from Owner, claiming she became owner when...
Citations: Uniform Real Property Transfer on Death Act principles
Settlor transferred an investment account to Settlor's revocable trust. The trust provides that the account passes to Daughter at Settlor's death. Settlor's later will leaves "all my investment accounts" to Son. Settl...
Citations: Uniform Trust Code revocable trust principles
...s correct? This question tests per capita at each generation. Uniform Probate Code representation principles
Citations: Uniform Probate Code representation principles
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