FL Trusts Essays

Question 1

Creation of a Trust

Answer 1

1. intent by settlor to create trust
2. trust property
3. one or more beneficiaries
4. valid trust purpose

Question 2

Settlor

Answer 2

1. creates the trust
2. has capacity at time of trust creation
3. right to convey

Question 3

Undue Influence

Answer 3

contestants must establish that the product of the influence was a trust that would not have been created “but for” the influence