Wills, Trusts, and Estate Administration for the Paralegal: The Essentials / Edition 1

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A practical approach, illustrating legal principles through examples, exercises, legal, forms, checklists, and actual drafts of wills and trusts. Learners are exposed to detailed procedures and are prepared for everyday practical duties of the paralegal through comprehensive, authoritative coverage. Blend of theory and practice balances the need for understanding concepts and law and the need to be able to apply it.

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Editorial Reviews

This text explains the everyday duties of paralegals in the areas of wills, trusts, and estate administration. It identifies the duties that a paralegal can perform under the supervision of an attorney when drafting a will or trust or assisting with the administration of a decedent's estate, and reviews related terminology and general principles. There are step-by-step instructions on various procedures, illustrated by sample drafts and executed forms. Current federal and state tax information and tax forms are also discussed. Learning features include cases, assignments, ethical discussions, and review questions. The text is written for paralegals but can be used by others, such as trust officers and personal representatives appointed to administer the estate of a deceased person. This fifth edition contains a new unit on long-term care and the need for insurance. Annotation c. Book News, Inc., Portland, OR (booknews.com)
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Product Details

  • ISBN-13: 9780314064820
  • Publisher: Cengage Learning
  • Publication date: 1/2/1996
  • Series: Paralegal
  • Edition description: Fourth Edition
  • Edition number: 1
  • Pages: 464
  • Product dimensions: 7.40 (w) x 9.90 (h) x 0.70 (d)

Meet the Author

J.D., University of Minnesota

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Table of Contents

The purpose and Need for a Will. The Concept of Property Relating to Wills, Trusts, and State Administration. The Participants and the Proper Court. The Law of Succession: Death Testate or Intestate. Wills: Validity Requirements, Modifications, Revocations, and Contests. Preparing to Draft a Will: Checklists and the Conference with the Client. Drafting and Executing a Valid, Legal Will. Introduction to Trusts. Classification of Trusts, the Living Trust, and Other Special Trusts. Estate Planning. Personal Representatives: Types, Pre-Probate Duties, and Appointment. Probate and Estate Administration. Informal Probate Administration. Tax Considerations in the Administration of Estates. Ethical Principles Relevant to Practicing Legal Assistants. Appendices.

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