With a focus on practice and portfolio development, this book provides a detailed approach to the substantive law of estate planning and administration. It includes examples of a variety of documents and step-by-step instruction on their preparation. Each chapter includes practitioner-oriented assignments (role-playing activities, research assignments, portfolio assignments etc.) and coverage of estate planning and estate administration is balanced throughout. A separate chapter is devoted to tax law and offers a closer look at this more complicated area of the law.
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.
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 ...
Clifford Trusts . A Clifford trust , also referred to as a reversionary trust or short - term trust , is a type of trust in which the settlor retains the right to possess again the property transferred in trust — that is , the settlor ...
g . Proposed personal representative is a X resident of California nonresident of California ( affix statement of ... adopted by a third party stop foster no child ( 3 ) X issue of a predeceased child no issue of a predeceased child b .
The Second Edition of BASIC WILLS, TRUSTS, AND ESTATES FOR PARALEGALS offers an up-to-date and accessible introduction To The essential legal principles of estate practice. By following four fictional families...
Wills, Trusts, and Estate Administration for Paralegals provides a comprehensive overview of estate planning and probate in a manner that is straightforward and easy to read and understand.
This complete text focuses specifically on New York practice and eliminates the need for other supplements.
Wills, Trusts and Estates for Paralegals also presents the student with hands-on assignments to help develop their legal reasoning skills and demonstrate their knowledge of the material without overwhelming the student in the process.
This complete text focuses specifically on New York practice and eliminates the need for other supplements.
The leading text in the field takes a practical approach, illustrating legal principles through examples, exercises, legal forms, checklists, and actual drafts of wills and trusts. Students are exposed to...