Wills, Trusts, and Estates for Legal Assistants / Edition 6

by Gerry W. Beyer, John K. Hanft

Overview

Using an effective “learn by doing” approach, Wills, Trusts, and Estates for Legal Assistants emphasizes examples and applications, and includes hundreds of real life situations with detailed explanations. Students understand what the rules of law mean and how they apply in a real world context. The complete topic coverage introduces wills and trusts, intestate succession, estate administration, nonprobate transfers, and other estate planning issues such as taxes and malpractice. A balanced, experienced author team skillfully blends theory with practice and extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms. The instructor's manual provides a summary of chapters, a model course outline, exam questions, assignment ideas, exercises, and a research guide for wills, trusts, and estates.

New to the Sixth Edition:

• The impact of the Tax Cuts and Jobs Act on federal income, gift, estate, and generation-skipping transfer taxes
• Rights and liabilities of same-sex spouses
• Electronic wills and access to a decedent’s digital assets
• Techniques for demonstrating testamentary capacity
• Directed trusts and trusts authorizing trustees to consider environmental, social, and governance factors in making investment decisions
• Modifying the terms of an irrevocable trust by “decanting”

Professors and students will benefit from:

• lively, lucid, and conversational style grabs and holds students’ interest
• learning-by-doing approach gives students a concrete grasp of abstract concepts
• Practice Tips guide students through the critical process of preparing and managing files
• flexible structure allows professors to follow the presentation of concepts in the book or organize the chapters to fit their syllabus

Product Details

ISBN-13:	9781543813081
Publisher:	Wolters Kluwer Law & Business
Publication date:	09/12/2019
Series:	Aspen Paralegal Series
Edition description:	Sixth Edition
Pages:	592
Product dimensions:	8.00(w) x 10.00(h) x 1.20(d)

Table of Contents

1. Introduction and Overview Part One:Intestate Succession
2. Descent and Distribution
3. Treatment of Certain Categories of Potential Heirs
4. Other Intestate Succession Issues Part Two:Wills
5. Requirements for a Valid Will
6. Changing Circumstances after Will Execution¿Property
7. Changing Circumstances after Will Execution—Persons
8. Revocation of Wills
9. Interpretation and Construction
10. Will Contests
11. Other Will Issues Part Three:Estate Administration
12. Estate Administration Part Four:Nonprobate Transfers
13. Reasons People Use Nonprobate Transfers
14. Inter Vivos Transfers
15. Co-Ownership of Property
16. Multiple-Party Accounts
17. Contracts Part Five:Trusts
18. Introduction to Trusts
19. Trust Creation
20. Trust Administration
21. Trust Enforcement
22. Resulting Trusts
23. Constructive Trusts