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Gifts II: Testamentary Gifts, Causa Mortis Gifts and Gifts of Future Interests

This lesson follows up and builds upon the material in the lesson on Inter Vivos Gifts, but focuses instead upon transfers at death or in anticipation of death.

Learning Outcomes

On completion of the lesson, the student will be able to:

  1. Define a testamentary gift.
  2. Identify the conditions necessary for the donee of a testamentary gift to have the right to take possession of the property that is the subject of the testamentary gift.
  3. Discuss the technical requirements of will statutes in general.
  4. Define a testamentary deed.
  5. Define a causa mortis gift.
  6. Explain the policies implicated by the law of gifts made at death or in anticipation of death;
  7. State the elements necessary to create a valid causa mortis gift.
  8. Explain the conditional nature of a causa mortis gift.
  9. State the requirements necessary for an effective testamentary gift.
  10. Compare an inter vivos gift with a testamentary gift and a causa mortis gift.
  11. Explain the extent to which a donor may make an inter vivos gift of a future interest in property.
  12. Discuss how courts have distinguished inter vivos gifts of a future interest from testamentary gifts.
  13. Identify the elements required for a valid inter vivos gift.
  14. Name the element that is necessary for a valid gift of a future interest.
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