1.
Assignment 2: Graded Weekly Assignment: Caroline Fuqua
Case–Trust Preparation
Mary's 44-year-old unmarried sister, Caroline Fuqua wants to
create a simple revocable trust agreement so she can leave
money to Mary’s two children. Since Mary’s son David, now 18
years old, has been getting into trouble with the law, Caroline
wants the trust to ensure that David receives his inheritance at
age 30. Caroline is the settlor and the trustee during her
lifetime. Caroline’s brother, Roger Jones , is to be designated as
the successor trustee. Until David reaches the age of 30, the
trustee is authorized to distribute the principal and income at
the trustee’s discretion to David for his education and living
expenses while in school.
Draft Caroline’s simple revocable trust agreement by using
Westlaw Formfinder. You can log into Westlaw and then click
on Formfinder. Use Florida law and search by using the terms,
“simple trust.” You will find a form that is two pages entitled,
BOGERT § 1075. Simple trust single person: outright to
children on grantor's death. Use this form as a guide but the
document should be drafted from scratch and represent your
individual effort. You may also use the textbook as a guideline.
You may brainstorm with your classmates to generate ideas for
completing this assignment. You may use the Chat function
within eCollege, one of the free-ware IM programs, such as
www.aim.com
or
http://messenger.yahoo.com/
, or use a discussion thread for this activity.
Submit it to the
W5: Assignment 2 Dropbox
by
Tuesday, May 6, 2014
.
Name your document
SUO_LGS

2.
2003
_W5_A2_PartI_LastName_FirstInitial.doc
.
On a separate page, cite all sources according to Bluebook
format.
Assignment 2 Grading Criteria
Maximum Points
Found the form for a simple trust on Westlaw Formfinder.
25
Prepared the Trust Document by completing the given template.
40
Used correct spelling, grammar, and professional vocabulary.
Cited all sources using the Bluebook format.
10
Total
75