Basic Wills, Trusts, and Estates for Paralegals

Basic Wills, Trusts, and Estates for Paralegals
Author: Jeffrey A. Helewitz
Publisher: Aspen Publishing
Total Pages: 568
Release: 2022-09-14
Genre: Law
ISBN: 1543847641

Helewitz's Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.

A Modern Approach to Wills, Administration and Estate Planning (with Precedents)

A Modern Approach to Wills, Administration and Estate Planning (with Precedents)
Author: Chris Whitehouse
Publisher: Jordan Publishing (GB)
Total Pages: 0
Release: 2013
Genre: Estate planning
ISBN: 9781846615191

Written by leading lawyers in the field, this book is a popular guide to the tax efficient drafting of wills, estate planning, and administration in the UK. It provides practitioners with help and guidance on everyday UK estate planning and will drafting, and it discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with the common needs of clients. This second edition has been extensively revised and includes four new chapters. The book begins by looking at the essential legal framework of wills, trusts, and taxation through a combination of detailed and authoritative commentary, worked examples, and expertly drafted precedents. It then examines specific topics, including: transferable nil rate band * using IPDIs * provision for children * pilot trusts * gifts * APR and BPR * obtaining the grant * instruments of variation and disclaimer * constituting and administering the will * tax efficient administration * agricultural property relief/business property relief. The authors' narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary.