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.
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...
Externalintegration Establishingthetestator's will by piecing together all wills, codicils, and testamentary instruments. Testator's only child, Daughter. What is the proper distribution of Testator's estate? Explanation The will does ...
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.
Respected by instructors and popular with students, Basic Wills, Trusts and Estates for Paralegals features: • A straightforward introduction that provides a student-friendly orientation to the subject • Complete, succinct coverage of ...
For example, Geraldine P. Bass, the settlor, lives in State A, as does Dolores L. Evans, the trustee. At the inception of the trust, at least, it will be governed by the laws of A because that is the place where it is to be administered ...
Geraldine Bass Trustee : Dolores Evans 1520 Holly Drive , Flowertown Apple County , State A 1040 Merry Lane Flowertown Apple County , State A 1040 Merry Lane Flowertown Apple County , State A Successor trustee : Herbert Evans Financial ...
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.
A practical approach, illustrating legal principles through examples, exercises, legal, forms, checklists, and actual drafts of wills and trusts.
A balanced, experienced author team skillfully blends theory with practice. Extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms.