Wills, Estates, and Trusts / Edition 1

Wills, Estates, and Trusts / Edition 1

by J.D., Jay Gingrich, J. D. Gingrich
     
 

Comprehensive coverage of wills, estates, and trusts that incorporates principles and techniques specific to the legal assistant or paralegal student. Coverage includes discussion of important features that can make the legal assistant student more employable, as well as material that makes this a valuable reference in the workplace. ALSO AVAILABLE INSTRUCTOR… See more details below

Overview

Comprehensive coverage of wills, estates, and trusts that incorporates principles and techniques specific to the legal assistant or paralegal student. Coverage includes discussion of important features that can make the legal assistant student more employable, as well as material that makes this a valuable reference in the workplace. ALSO AVAILABLE INSTRUCTOR SUPPLEMENTS CALL CUSTOMER SUPPORT TO ORDER Instructor's Manual, ISBN: 0-8273-7477-1 Computerized Test Bank (1996), ISBN: 0-8273-7978-1

Product Details

ISBN-13:
9780827365605
Publisher:
Cengage Learning
Publication date:
12/28/1995
Series:
LQ-Paralegal Series
Pages:
606
Product dimensions:
7.59(w) x 9.58(h) x 1.10(d)

Table of Contents

Preface
Table of Cases
Ch. 1An Overview of Wills, Estates, and Trusts3
Ch. 2Basic Property Concepts and Other Key Terminology26
Ch. 3Estate Planning and Its Desired Results53
Ch. 4Estate Distribution Options: Will, Intestate Succession, or Will Substitutes86
Ch. 5Creation, Modification, Revocation, and Contest of Wills104
Ch. 6Will Drafting Procedures and Techniques134
Ch. 7Choices Available for Estate Administration169
Ch. 8The Personal Representative and the Estate Administration Process181
Ch. 9Tax Considerations and Responsibilities in Estate Administration232
Ch. 10Trusts: Purposes, Types, Legal Requirements, Tax Considerations, and Agreement Provisions259
Appendix A Uniform Probate Code277
Appendix B NFPA Affirmation of Professional Responsibility412
Appendix C Potential Areas of Discussion Between Attorney and Client During Estate Planning Interview414
Appendix D An Overview of Organ Donation, Durable Powers of Attorney, and Documents Used to Fulfill Client's Right-to-Die Wishes417
Appendix E Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return419
Appendix F Form SS-4: Application for Employer Identification Number423
Appendix G Model Executor's Account427
Appendix H Receipt and Release Agreement437
Appendix I Form 1040 (With Schedules) and Form 1041 (With Schedules)444
Appendix J Pennsylvania and Connecticut Inheritance Tax Returns and Schedules461
Appendix K Shuman Estate Inheritance Tax Returns496
Appendix L Form 706: United States Estate (and Generation-Skipping Transfer) Tax Return, Schedules, and Instructions525
Appendix M Form 712: Life Insurance Statement574
Appendix N Carrie E. Shuman Will576
Appendix O Shuman Estate Renunciation578
Appendix P Spendthrift Trust Agreement579
Appendix Q Sprinkling Trust Provisions584
Appendix R Irrevocable Life Insurance Trust Provisions586
Appendix S Sample Charitable Remainder Trusts588
Glossary591
Index598

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