Wills, Trusts, and Estates for Legal Assistants

by Beyer, Gerry W.; Hanft, John K.

• ISBN13: 9780735524101
• ISBN10: 0735524106
• Format: Paperback
• Copyright: 2002-11-01
• Publisher: Wolters Kluwer

Summary

Now your paralegal students can master the intricacies of wills, trusts, and estates quickly and effectively with this 'learning by doing' approach. WILLS, TRUSTS, AND ESTATES FOR LEGAL ASSISTANTS covers all of the course material in depth, but with a greater emphasis on examples, applications, and follow-up exercises than other texts. Students get plenty of practice, gaining a 'hands-on' familiarity with each new concept before moving on. The author team bring the ideal credentials to this blend of principles and practice. Thorough coverage of estate law with more examples, applications, and practice materials: a complete introduction of estate law covers interstate succession, wills, estate administration, nonprobate transfers, trusts, and other estate planning concerns, including tax issues and malpractice a 'learning by doing approach' that uses more examples and applications with text discussions, directly followed by practice exercises -- giving students working knowledge of new concepts before moving on an experienced author team combines the dual expertise of a noted law professor and a top paralegal instructor, ensuring the right balance of scholarship and practice extensive pedagogy for paralegal students reinforces the discussions in each chapter with marginal key terms, ethical points, checklists, practice tips, and a glossary of terms

Table of Contents

Contents	vii
Preface	xxiii
Acknowledgments	xxvii
Introduction and Overview	1	(10)
PART ONE Intestate Succession	11	(42)
Descent and Distribution	13	(18)
Treatment of Certain Categories of Potential Heirs	31	(12)
Other Intestate Succession Issues	43	(10)
PART TWO Wills	53	(136)
Requirements for a Valid Will	55	(32)
Changing Circumstances After Will Execution --- Property	87	(16)
Changing Circumstances After Will Execution --- Persons	103	(16)
Revocation of Wills	119	(14)
Interpretation and Construction	133	(22)
Will Contests	155	(24)
Other Will Issues	179	(10)
PART THREE Estate Administration	189	(18)
Estate Administration	191	(16)
PART FOUR Nonprobate Transfers	207	(46)
Reasons People Use Nonprobate Transfers	209	(6)
Inter Vivos Transfers	215	(12)
Co-Ownership of Property	227	(6)
Multiple-Party Accounts	233	(10)
Contracts	243	(10)
PART FIVE Trusts	253	(136)
Introduction to Trusts	255	(6)
Trust Creation	261	(52)
Trust Administration	313	(50)
Trust Enforcement	363	(16)
Resulting Trusts	379	(6)
Constructive Trusts	385	(4)
PART SIX Other Estate Planning Concerns	389	(92)
Wealth Transfer Taxation	391	(56)
Disability and Death Planning	447	(24)
Malpractice and Professional Responsibility	471	(10)
Glossary	481	(10)
Sample Will with Testamentary Trust Form	491	(12)
Bibliography	503	(2)
Table of Uniform Probate Code (UPC) Provisions	505	(2)
Table of Uniform Trust Code (UTC) Provisions	507	(2)
Table of Internal Revenue Code (IRC) Provisions	509	(2)
Index	511