Wills and Trusts Bar Practice Exam 2025 - Free Bar Exam Practice Questions and Study Guide

The primary purpose of the Rule of Convenience is indeed to determine the minimum share for class members. This rule typically applies to situations involving class gifts in wills or trusts. It allows for the distribution of the estate to be made to living members of a class as of a certain date while ensuring that the gift is not contingent upon the existence of individuals or the birth of future members of that class.

By establishing a cutoff date, the Rule of Convenience helps to create a clearer framework for distribution, ensuring that the current members of the class can receive their shares without the uncertainty of waiting for potential future members who might or might not arrive. This fosters a more straightforward approach to estate distribution, as it precisely delineates which beneficiaries are entitled to receive their shares while reducing the potential for disputes about entitlements.

In contrast, while simplifying estate distribution, eliminating the need for executor appointment, and avoiding disputes among beneficiaries are important considerations in estate planning, they do not directly capture the primary intent of the Rule of Convenience. The focus of the rule is specifically on ensuring clarity and equity in the distribution among current class members, effectively establishing minimum shares based on present circumstances rather than future possibilities.