Jeffrey A. Helewitz
ISBNs: 1543801056, 9781543801057, 9781543815009, 978-1543801057, 978-1543815009, B07XWR5N72
English | 2020 | EPUB, Converted PDF
This succinct, simple, and straightforward introduction to all of 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.
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 by creditors
Privacy and security of a decedent’s digital assets; power of appointment and drafting problems
Adoptive partners and marriage; equitable adoption
Changing the type of trust after the death of a testator
Undue influence and dependent relative revocation
Health care proxy vs. durable power of attorney
Fee for guardian ad litem; unsupervised administration of court orders
Finding by the state that federal law is in error; inclusion of gift taxes
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 review of the sources of property law, trusts, and taxes
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 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.
Includes a comparison study of all the state statutes.