The Planning and Drafting of Wills and Trusts

The Planning and Drafting of Wills and Trusts
Author: Thomas L. Shaffer
Publisher:
Total Pages: 484
Release: 2007
Genre: Business & Economics
ISBN:

This text provides a comprehensive guide to the planning of wills and estates. It discusses the subject matter in a functional, real-world context.

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.

Wills, Trusts, and Estates for Paralegals

Wills, Trusts, and Estates for Paralegals
Author: Diana L. Anderson
Publisher: Aspen Publishing
Total Pages: 524
Release: 2015-03-12
Genre: Law
ISBN: 1454860049

New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.

Understanding Living Trusts

Understanding Living Trusts
Author: Vickie Schumacher
Publisher: Schumacher Publishing
Total Pages: 230
Release: 1990
Genre: Law
ISBN:

Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Make Your Own Living Trust

Make Your Own Living Trust
Author: Denis Clifford
Publisher: Nolo
Total Pages: 312
Release: 2021-03-30
Genre: Business & Economics
ISBN: 1413328407

A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Suze Orman's Protection Portfolio

Suze Orman's Protection Portfolio
Author: Suze Orman
Publisher:
Total Pages: 166
Release: 2002
Genre: Business & Economics
ISBN: 9781401901189

Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.