Wills, Trusts, and Estates for Legal Assistants, Second Edition / Edition 2

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A complete introduction to Wills, Trusts, and Estates. Now students can learn by doing, before they begin their field work, with examples, applications, and exercises. Wills, Trusts, and Estates for Legal Assistants guides students with real-world examples that read easily, and cement the knowledge.

The authors have created a one-of-a-kind real-world text, including:

  • hundreds of examples from actual cases with detailed explanations of the consequences
  • thorough instruction in intestate succession; wills; estate administration; nonprobate transfers; trusts; and other estate planning concerns, including tax issues and malpractice
  • extensive pedagogy with marginal terms, ethical points, checklists, practice tips, sample forms, and a glossary of terms
  • the combined expertise of a renowned law professor and a top paralegal instructor, for a balance of theory and practice
  • an easy-to-use Instructor's Manual with a summary of chapters, model course outline, exam questions, assignment ideas, exercises, comprehensive examples and explanations and a research guide for wills, trusts, and estates

New to the Second Edition:

  • 2006 changes in the annual gift tax exclusion
  • coverage of the Health Insurance Portability and Accountability Act (HIPAA)
  • an updated discussion of Rule Against Perpetuities reform and increasing acceptance of self-settled spendthrift trusts
  • expanded coverage of the Uniform Prudent Investor Act
  • enhanced treatment of the 1997 version of the Uniform Principal and Income Act
  • a discussion of the right of sepulture
  • an updated discussion of same-sex relationships

Please visit the new companion website to learn more about this book.

Website: http://www.aspenlawschool.com/beyerhanft2

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Product Details

  • ISBN-13: 9780735558403
  • Publisher: Wolters Kluwer Law & Business
  • Publication date: 6/22/2006
  • Edition description: Older Edition
  • Edition number: 2
  • Pages: 541
  • Product dimensions: 8.18 (w) x 10.23 (h) x 1.17 (d)

Table of Contents

1 Introduction and Overview
Pt. 1 Interstate Succession
2 Descent and Distribution
3 Treatment of Certain Categories of Potential Heirs
4 Other Intestate Succession Issues
Pt. 2 Wills
5 Requirements for a Valid Will
6 Changing Circumstances after Will Execution-Property
7 Changing Circumstances after Will Execution-Persons
8 Revocation of Wills
9 Interpretation and Construction
10 Will Contests
11 Other Will Issues
Pt. 3 Estate Administration
12 Estate Planing
Pt. 4 Nonprobate Transfers
13 Reasons People Use Nonprobate Transfers
14 Inter vivos Transfers
15 Co-Ownership of Property
16 Multiple-Party Accounts
17 Contracts
Pt. 5 Trusts
18 Introduction to Trusts
19 Trust Creation
20 Trust Administration
21 Trust Enforcement
22 Resulting Trusts
23 Constructive Trusts
Pt. 6 Other Estate Planning Concerns
24 Wealth Transfer Taxation
25 Disability and Death Planning
26 Malpractice and Professional Responsibility
Sample Will with Testamentary Trust Form
Table of Uniform Probate Code (UPC) Provisions
Table of Uniform Trust Code (UTC) Provisions
Table of Internal Revenue Code (IRC) Provisions
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