A leading text in its field, Basic Wills, Trusts, and Estates for Paralegals focuses on a paralegal’s role in practice. Introductions, explanations, instructions, and study aids ensure that students learn and remember concepts and skills that will prove essential to their work as paralegals. 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 key topics • A review of the sources of property law, trusts, and taxes • A helpful guide to drafting wills and trusts documents • Step-by-step instruction for completing the entire federal estate tax return • State-by-state analysis of trust and estate law • Four client examples used throughout the text that provide an accessible structure and illustrate the intricacies of estate planning • Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises • Latest sample forms in the Appendix • A manageable length that makes this book ideal for shorter courses The carefully revised Seventh Edition includes: • The impact of Obergefell v. Hodges on wills and trusts • Changes to WTE tax law • The legal status of children born after the death of one or both parents (because their parents’ eggs, sperm, or fertilized eggs were frozen) • Disclaimer trusts, asset protection trusts, qualified personal residence trusts, and dynasty trusts • Mediation as an alternative to probate court • The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 • Introduction of new self-test quizzes at the end of each chapter
New to the Eighth Edition: New sections on specialized trusts Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: Estates that cross state lines; late claims ...
Basic Wills, Trusts, and Estates for Paralegals: Instructor's Manual
Basic Wills, Trusts, and Estates for Paralegals
This complete text focuses specifically on New York practice and eliminates the need for other supplements.
Basic Real Estate and Property Law for Paralegals/Basic Wills, Trusts, and Estates for Paralegals
Basic Wills, Trusts, and Estates for Paralegals Power Point Slides
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.
Basic Wills Trusts and Estates for Paralegals 6e Law Sim Bundle
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 ...
A practical approach, illustrating legal principles through examples, exercises, legal, forms, checklists, and actual drafts of wills and trusts.