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Administration of Wills, Trusts and Estates, 3E,9780766852815
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Administration of Wills, Trusts and Estates, 3E

by
Edition:
3rd
ISBN13:

9780766852815

ISBN10:
0766852814
Format:
Paperback
Pub. Date:
8/22/2002
Publisher(s):
Delmar

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Summary

If you are interested in wills, trusts, and estates, this easy-to read text provides content and context for a complicated subject area. [The wills of Theodore Roosevelt, John F. Kennedy, Jr., Princess Diana, and George Burns are provided here for your review.] This new edition is enhanced by celebrity features that help you relate to a real-life scenario and step out of legal theory. All legal terms are clearly defined when first presented in the text. State-by-state information is presented clearly with the use of maps, tables and case studies. Charts and boxed cases help to make complex topics easier to understand.

Table of Contents

Preface xv
About the Author xxi
Table of Legal Briefs
xxiii
Part I PLANNING AN ESTATE
Where There's a Will ...
3(18)
Where There's a Will ...
5(4)
There Is Motivation
6(1)
There Is Kindness
7(1)
There Is Decision Making
7(1)
There Is Retribution
7(1)
There Is Surprise
8(1)
There Is Appreciation
8(1)
The Privilege of Having a Will
9(1)
Risks in Writing One's Own Will
10(2)
Finding the Testator's Intent
12(1)
Where There's No Will ...
13(8)
There Can Be No Named Beneficiaries
13(1)
There Can Be No Named Guardian
14(1)
There Can Be No Named Personal Representative
15(1)
There Can Be No Testamentary Trust
15(6)
Estate Planning
21(26)
Purpose of Estate Planning
23(1)
The Planning Team
23(3)
Gathering Information
26(2)
Domicile
26(1)
Property
27(1)
Beneficiaries
28(1)
Objectives
28(1)
Record of Personal and Business Affairs
28(1)
Estate Planning Tools
28(13)
Wills
29(1)
Trusts
29(4)
Gifts
33(1)
Tax Consequences of Gifts
34(1)
Powers of Appointment
35(1)
Insurance
36(1)
Retirement Plans
37(3)
Family Limited Partnership
40(1)
Postmortem Planning
41(6)
A Bundle of Rights
47(24)
A Bundle of Rights
49(1)
Probate Property
50(4)
Real Property
50(1)
Personal Property
51(3)
Nonprobate Property
54(17)
Jointly Owned Property
55(4)
Pay-on-Death Accounts
59(1)
Uniform Nonprobate Transfer on Death Act
59(1)
Community Property
60(1)
Life Insurance and IRAs with Named Beneficiary
61(1)
Living Trusts
61(5)
Life Estates
66(5)
Intestate Succession
71(34)
Intestacy
73(1)
The Passing of Intestate Property
73(3)
Simultaneous Death
75(1)
Homicide by Heir or Devisee
76(1)
Rights of Surviving Spouse
76(6)
Rights of Other Heirs
82(16)
Consanguinity and Affinity
82(1)
Half Blood
82(2)
Degrees of Kindred
84(3)
Lineal Descendants
87(4)
Lineal Ascendants
91(3)
Siblings
94(1)
Next of Kin
94(4)
Escheat
98(7)
Part II WILLS
The Last Will and Testament
105(32)
Wills and Testaments
106(3)
State Statutory Formalities
109(12)
Age Requirements
109(1)
Testamentary Capacity
109(1)
Necessity of a Writing
110(1)
The Will's Execution
111(10)
Changing and Revoking Wills
121(8)
Changing a Will
121(3)
Revoking a Will
124(5)
Joint and Mutual Wills
129(1)
Agreements to Devise or Bequeath Property
129(1)
Grounds for Contesting a Will
130(7)
Structure of a Model Will
137(36)
Guidelines for Drafting a Will
139(1)
Introductory Paragraphs
140(10)
Exordium Clause
140(5)
Funeral Arrangements
145(5)
Instructions to Pay Debts
150(1)
Main Body
150(8)
Dispositive Provisions
150(3)
Residuary Clause
153(2)
Miscellaneous Clauses
155(3)
Fiduciary and Tax Provisions
158(5)
Appointment of Fiduciaries
158(3)
Powers of Fiduciaries
161(1)
No Surety on Bond
161(1)
Tax Provision
162(1)
Ending Paragraphs
163(3)
Testimonium Clause
163(1)
Attestation Clause
163(2)
Self-Proof Clause
165(1)
Letters of Instruction
166(7)
Family Protection, Lapses, and Ademption
173(26)
Protection of Family Members
175(15)
Family Allowance
175(2)
Homestead Protection
177(3)
Exempt Property
180(1)
Dower and Curtesv
181(1)
Spouse's Elective Share
182(5)
Pretermitted Children
187(3)
Lapsed Legacies and Devises
190(1)
Ademption
191(8)
Part III TRUSTS
Trusts
199(26)
The Trust Arrangement
201(1)
Parties to a Trust
201(4)
The Settlor
201(1)
The Trustee
201(2)
The Beneficiary
203(2)
Creation of a Trust
205(3)
Conveyance in Trust
205(1)
Declaration of Trust
205(1)
Trust Formalities
205(3)
Express Trusts
208(10)
Testamentary Trusts
209(5)
Living Trusts
214(4)
Implied Trusts
218(7)
Resulting Trusts
218(1)
Constructive Trusts
219(6)
Specialized Trusts
225(26)
Totten Trust
227(1)
Special-Purpose Trusts
228(2)
Spendthrift Trusts
228(1)
Sprinkling Trusts
229(1)
Marital Deduction Trusts
230(3)
Distribution Outright
230(1)
Life Estate with Power of Appointment
230(1)
Credit-Shelter Trust
231(1)
QTIP Trust
232(1)
Charitable Trusts
233(6)
Cy Pres Doctrine
233(2)
Rule Against Perpetuities
235(1)
Charitable Remainder Trusts (CRATS and CRUTS)
236(3)
Life Insurance Trusts
239(12)
Part IV ESTATE ADMINISTRATION
Probate Courts and Uniform Laws
251(20)
Introduction
253(1)
Probate Jurisdiction
253(1)
Federal Courts
253(1)
State Courts
253(1)
Probate Records
254(1)
Uniform Laws
255(16)
Uniform Probate Code
258(1)
Uniform Simultaneous Death Act
259(1)
Uniform Transfers to Minors Act
260(6)
Uniform Anatomical Gifts Act
266(5)
The Personal Representative
271(30)
Appointment of Personal Representative
273(1)
Personal Representative's Bond
273(7)
Duties of Personal Representative
280(3)
Titles of Personal Representative
283(10)
Executor(-trix)
283(1)
Administrator(-trix)
284(1)
Administrator with the Will Annexed
284(2)
Successor Personal Representative
286(1)
Special Administrator
287(1)
Public Administrator
287(2)
Informal Administrator of Small Estates
289(3)
Executor de Son Tort
292(1)
Removal of Personal Representative
293(8)
Probating a Will and Administering an Estate
301(40)
The Need for Probate
303(2)
Protection of Decedent
303(1)
Protection of Heirs
304(1)
Establishing Title
305(1)
First Meeting with Client
305(2)
Confidentiality
306(1)
Formal Probate Proceedings
307(26)
Petition for Probate or Administration
307(3)
Notice to Interested Parties
310(1)
Proof of Will
310(3)
Allowance of Bond and Issuance of Letters
313(3)
The Inventory
316(8)
Payment of Debts, Taxes, and Expenses
324(6)
Distribution
330(1)
Final Account
330(3)
Informal Probate Proceedings
333(1)
Ancillary Administration
333(8)
Estate Taxes
341(26)
Fiduciary's Tax Obligations
343(3)
Notifying the Internal Revenue Service
343(1)
Obtaining Identification Number
343(3)
Decedent's Final Income Tax Return
346(2)
Income
347(1)
Exemptions and Deductions
347(1)
Fiduciary Income Tax Return
348(4)
Income
348(2)
Income in Respect of the Decedent
350(1)
Exemptions and Deductions
350(2)
Estate Tax Return
352(15)
The Gross Estate
353(3)
The Taxable Estate
356(2)
Estate Tax Computation
358(3)
Generation-Skipping Transfer Tax
361(6)
Final Choices
367(178)
The Right to Die
369(1)
Advance Directives
370(14)
The Living Will
371(1)
Health Care Proxy Laws
371(10)
Durable Power of Attorney
381(2)
Patient Self-Determination Act
383(1)
Patients Without Advance Directives
384(1)
Anatomical Gifts
384(7)
Donation by Will
385(2)
Donation by Signed Document
387(4)
Donation by Others
391(1)
The Decedent's Body
391(10)
APPENDICES
Appendix A Record of Testator's Personal Information and Business Affairs
401(7)
Appendix B Sample Last Wills and Testaments
408(37)
Theodore Roosevelt
408(1)
George Burns
409(3)
John F. Kennedy, Jr.
412(2)
Elvis A. Presley
414(4)
John Winston Ono Lennon
418(1)
Richard M. Nixon
419(7)
Doris Duke
426(5)
Jacqueline K. Onassis
431(14)
Appendix C Uniform Simultaneous Death Act
445(1)
Appendix D Uniform Transfers to Minors Act
446(6)
Appendix E Uniform Probate Code (Abridged)
452(93)
Glossary 545(14)
Index 559


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