Assignment task:
After an eleven-month struggle with esophageal cancer, Leonard R. Brener died on December 8, 2001, at age 85. He had never married. He had no children. He had a long and successful career as a stockbroker. The value of his estate approximated $8 million. Several nieces and nephews survived him. He had originally left nearly all of his estate to the Carroll Center for the Blind, the Perkins School for the Blind, and Beth Israel Deaconess Medical Center, Inc. The gifts to these nonprofit organizations during Brener's life and through his will were complicated and made through detailed living, testamentary, and pour-over trusts. During the last five weeks of his life he was hospitalized and drafted and executed the final version of his will, which made one niece and her husband the primary beneficiaries of his estate. The nonprofit organizations sought to have the will set aside for lack of testamentary capacity. During those five weeks of terminal illness, Brener spoke of suicide by jumping out of the window, complained of depression, and often complained to his lawyer that he did not understand all the estate planning tools that were being used in his will. The staff at the hospital