Basic Wills, Trusts, and Estates for Paralegals

Basic Wills, Trusts, and Estates for Paralegals

by Jeffrey A. Helewitz
     
 

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This short paralegal-specific paperback helps your students understand the essential legal principles involved in estate practice. In eight clear and concise chapters, Helewitz provides an overview of estate planning and administration, and moves to sources of property (personal as well as real), the laws of succession, trusts, wills, estate administration, and

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Overview

This short paralegal-specific paperback helps your students understand the essential legal principles involved in estate practice. In eight clear and concise chapters, Helewitz provides an overview of estate planning and administration, and moves to sources of property (personal as well as real), the laws of succession, trusts, wills, estate administration, and estate taxation. Because estate law is primarily state statute oriented, Helewitz uses the final chapter to chart and compare the law for all 50 states. An ideal companion to your state-specific materials, this book is as flexible as it is practical. Features include: numerous examples to help students clarify and test their understanding of concepts; case studies, review questions, and key terms positioned at the end of each chapter for optional use; two useful appendices to California and New York law, that are cross-referenced to the text, explore and explain state-specific issues; several probate forms from various county and state jurisdictions; and extensive coverage of trusts. Consistently focusing on the legal assistant's application of concepts learned, Helewitz follows four fictional families with unique real-life concerns. A single mother wants to plan for her young son's future education...a middle-aged couple wants to enjoy retirement and round out a grown son's college education...an affluent elderly couple in the midst of a property battle with one child wants to make sure its other children and grandchildren are cared for and treated fairly following their deaths...and, a 30-something bachelor wants to increase his assets and, in case of his death, leave his estate to friends rather than his well-to-do family. A superb Instructor's Manual provides helpful guidance and suggested test questions. The manual is also available on disk to adopters of the book.

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Editorial Reviews

Booknews
Covering the legal principles basic to learning to assist with preparation of estate practice documents, this introductory text for paralegals illuminates estate planning and administration, sources of property, the laws of succession, trusts, wills, and taxation via a running example of four families with diverse needs. Includes exercises, a state-by-state statute analysis, relevant IRS tax forms, and a glossary of legal terms. Helewitz, who trusts that his family and friends "will remember me in their wills," is on the faculty at C.U.N.Y. School of Law and Marymount Manhattan College's paralegal studies program. Annotation c. Book News, Inc., Portland, OR (booknews.com)

Product Details

ISBN-13:
9780735514294
Publisher:
Wolters Kluwer Law & Business
Publication date:
11/28/2000
Edition description:
Older Edition

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