Wills, Trusts, and Estates for Legal Assistants

Wills, Trusts, and Estates for Legal Assistants

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  • Author: Gerry W. Beyer
  • Publisher: Aspen Publishing
  • ISBN: 1543815103
  • Category : Law
  • Languages : en
  • Pages : 876

Using an effective “learn by doing” approach, Wills, Trusts, and Estates for Legal Assistants emphasizes examples and applications, and includes hundreds of real life situations with detailed explanations. Students understand what the rules of law mean and how they apply in a real world context. The complete topic coverage introduces wills and trusts, intestate succession, estate administration, nonprobate transfers, and other estate planning issues such as taxes and malpractice. A balanced, experienced author team skillfully blends theory with practice and extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms. The instructor's manual provides a summary of chapters, a model course outline, exam questions, assignment ideas, exercises, and a research guide for wills, trusts, and estates. New to the Sixth Edition: The impact of the Tax Cuts and Jobs Act on federal income, gift, estate, and generation-skipping transfer taxes Rights and liabilities of same-sex spouses Electronic wills and access to a decedent’s digital assets Techniques for demonstrating testamentary capacity Directed trusts and trusts authorizing trustees to consider environmental, social, and governance factors in making investment decisions Modifying the terms of an irrevocable trust by “decanting” Professors and students will benefit from: lively, lucid, and conversational style grabs and holds students’ interest learning-by-doing approach gives students a concrete grasp of abstract concepts Practice Tips guide students through the critical process of preparing and managing files flexible structure allows professors to follow the presentation of concepts in the book or organize the chapters to fit their syllabus


Wills, Trusts, and Estates for Paralegals

Wills, Trusts, and Estates for Paralegals

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  • Author: Diana L. Anderson
  • Publisher: Aspen Publishing
  • ISBN: 1454860049
  • Category : Law
  • Languages : en
  • Pages : 524

New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.


Basic Wills, Trusts, and Estates for Paralegals

Basic Wills, Trusts, and Estates for Paralegals

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  • Author: Jeffrey A. Helewitz
  • Publisher: Aspen Publishing
  • ISBN: 154384765X
  • Category : Law
  • Languages : en
  • Pages : 568

Helewitz’s Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all 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. Highlights include: 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 instruction 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 New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life 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 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 and comparison 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.


Basic Wills, Trusts, and Estates for Paralegals

Basic Wills, Trusts, and Estates for Paralegals

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  • Author: Jeffrey A. Helewitz
  • Publisher: Aspen Publishers
  • ISBN:
  • Category : Law
  • Languages : en
  • Pages : 480

The Second Edition of BASIC WILLS, TRUSTS, AND ESTATES FOR PARALEGALS offers an up-to-date and accessible introduction To The essential legal principles of estate practice. By following four fictional families and their real-life concerns, The text puts basic issues in context and prepares students for their future professional challenges. This clear and direct text concentrates on what paralegal students need to know: simple and straightforward introduction to all the basics of wills, trusts, and estates law comprehensive coverage of key topics, including a review of the sources of property law specific drafting guidance for wills and trusts step-by-step review of how the entire federal estate tax return is to be completed appendix of useful forms Careful crafted for classroom effectiveness: well-crafted pedagogy includes chapter overviews, highlighted examples, key terms, review questions, edited cases, and chapter summaries lively examples capture student interest, and clearly-written text holds it manageable length makes the book ideal for shorter courses Updated features of the Second Edition: text reflects changes in the law including new judicial opinions new forms new exercises in each chapter


Wills, Trusts, and Estates in Focus

Wills, Trusts, and Estates in Focus

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  • Author: Naomi R. Cahn
  • Publisher: Aspen Publishing
  • ISBN: 1543807089
  • Category : Law
  • Languages : en
  • Pages : 802

In a typical Wills, Trusts, and Estates (WTE) class there are both students who want to practice in WTE (either exclusively, or as part of a general practice), and those who need only to master the general concepts in order to pass the bar exam. Wills, Trusts, and Estates in Focus by Naomi R. Cahn, Alyssa DiRusso, and Susan Gary attends to the needs of both sets of students. For those who will practice in WTE, the concepts are presented in an engaging way and exemplified by realistic hypothetical scenarios that mirror practice and support the development of lawyering skills. For those who need only to pass the bar, the organization of the text is keyed to multi-state essay examination topics as presented on the multi-state bar exam. The well-crafted pedagogy of the Focus Series makes WTE concepts and procedure clear and accessible for all students. Case Previews shed light on each succinctly-edited case, provide legal context, and direct students to the issue at hand. Post-Case Follow-Ups review the decision and prepare students to apply the relevant legal principles to the set of exercises that follow, called Real Life Applications. Professors will appreciate the accessible approach of Wills, Trusts, and Estates in Focus, which combines straightforward narrative explanations with real-world examples, and problems designed to engage students in active learning. Features of Wills, Trusts, and Estates in Focus: Insightful authorship: The author team consists of three well-known academics with expertise in WTE and complementary areas such as family law, charities, elder law, and tax. All are elected Fellows of the American College of Trust and Estate Counsel (ACTEC), the leading professional organization of trust and estates attorneys. Conscious modernization of the WTE casebook that balances major landmark cases and 21st century authorities, including recent case decisions and developments in the law (such as the 2017 Tax Cuts and Jobs Act) Thorough coverage of core topics, combined with the Focus Series pedagogy Manageable problem sets that allow students to apply doctrine to realistic fact scenarios Research and drafting exercises that support the development of practice-based skills Professors and students will benefit from: Clear writing that promotes the learning outcomes of student competencies in knowledge and understanding of both the substantive and procedural law of WTE legal analysis and reasoning problem-solving how to exercise proper professional and ethical responsibilities with regard to clients and the legal system A balanced emphasis on practice readiness and bar-exam readiness An author team with experience writing for students, practitioners, and lay people A clear and logical book structure and chapter organization, with cross-references to related coverage in other chapters Appendices that provide examples of how doctrine maps on to practice, as in will contest pleadings and probate filings Teaching materials include: Teacher’s Manual with straightforward case summaries and answers to all problems Sample 3-credit syllabus


Basic Wills, Trusts, and Estates for Paralegals

Basic Wills, Trusts, and Estates for Paralegals

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  • Author: Jeffrey A. Helewitz
  • Publisher: Aspen Law & Business
  • ISBN: 9780735571198
  • Category : Law
  • Languages : en
  • Pages : 0

Basic Wills, Trusts and Estates for Paralegals, Fourth Edition, The concise text designed as an overview of wills, trusts, and estates for paralegal students, has been thoroughly updated to reflect changes in both state and federal materials. Written specifically with the paralegal student in mind, this user-friendly text provides: A quick, simple, and straightforward introduction to all of the basics of wills, trusts, and estates law Comprehensive coverage of the key topics, including a review of the sources of property law, trusts, and taxes Clearly written text and lively examples to help students Understand The law Helpful guidance on how to draft wills and trusts documents A step-by-step review of how to complete the entire federal estate tax return A final chapter with a state-by-state analysis of trust and estate law Continuing examples describing four different families that give students a helpful point of reference in learning the intricacies of estate planning Well-developed learning and teaching aids: chapter overviews, highlighted examples, key terms, review questions, sample clauses for analysis, edited cases, chapter summaries, and end-of-chapter exercises An appendix with useful forms A manageable length that makes this book ideal for shorter courses Completely updated, The Fourth Edition includes: New chapter questions Updated state-specific material in the final chapter Updated tax materials, including the new federal tax form New and updated forms in the appendix Comprehensive and practical, this manageable text conveys everything paralegal students need to know about wills, trusts, and estates without overwhelming them. an instructor website to support classroom instruction using this title is available at www.aspenlawschool.com/helewitz_wills4 .


Wills, Trusts, and Estates

Wills, Trusts, and Estates

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  • Author: Ilene S. Cooper
  • Publisher: Aspen Publishing
  • ISBN:
  • Category : Law
  • Languages : en
  • Pages : 504

A comprehensive and class-tested introduction to Wills, Trusts and Estates, designed for the New York paralegal The new and updated 4th edition of Wills, Trusts, and Estates: Essential Tools for the New York Paralegal provides students, paralegals, and estate practitioners with all the information and materials needed to effectively administer an estate from beginning to end. In a readable and accessible format the text addresses such topics as basic terminology, intestate administration, probate proceedings, litigation, jurisdiction and venue, fiduciary duties and responsibilities, including accountings, trusts, and estate and fiduciary income taxes. This complete text focuses specifically on New York practice and eliminates the need for other supplements. Enhanced by the author's extensive experience in the field of trusts and estates, the book, with its discussion of relevant case law, recent legislative changes, forms, additions to the Uniform Court Rules, including rules pertaining to e-filing, and practical and procedural guides, is an excellent instructional tool and desk reference for students, paralegals and attorneys. New to the Fourth Edition: Updated terms and definitions Recent case law New coverage of: Proceedings to determine the validity and effect of a right of election Duress as an objection to probate Discussion of the virtual representation statute in accounting proceedings Guidelines for receipts and releases as a means of settling an estate Statutory updates, including the Child-Parent Security Act, the Uniform Interstate Depositions and Discovery Act as applied to Surrogate’s Court proceedings, the attorney-client privilege and revocable trusts, and amendments to the estate tax laws Added chapter on Miscellaneous Proceedings, including discovery proceedings, wrongful death compromises, and the appointment of a successor trustee Updated instructional diagrams and examples Professors and students will benefit from: State-specific rules, forms, and reference sources, including a complete appendix of forms In-depth instruction in paralegal tasks and skills at each stage of administration, estate planning, and litigation Paralegal resources such as software, books, websites, and other tools for the New York paralegal A separate chapter devoted to the ethical issues encountered by paralegals and attorneys Case synopses and chapter pedagogy that help students understand, practice, and retain material. Pedagogy includes charts and diagrams, key terms, ethical points, topic sidebars, highlighted examples, and review exercises Current decisions that highlight points of law and statutory applications, bringing a sense of reality to the material


Wills, Trusts, and Estate Administration for the Paralegal

Wills, Trusts, and Estate Administration for the Paralegal

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  • Author: Dennis R. Hower
  • Publisher: Cengage Learning
  • ISBN:
  • Category : Business & Economics
  • Languages : en
  • Pages : 876

The leading text in the field takes a practical approach, illustrating legal principles through examples, exercises, legal forms, checklists, and actual drafts of wills and trusts. Students 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.


Wills, Trusts, and Estates

Wills, Trusts, and Estates

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  • Author: Ilene S. Cooper
  • Publisher: Aspen Publishing
  • ISBN: 9780735587700
  • Category : Law
  • Languages : en
  • Pages : 0

Wills, Trusts, and Estates: Essential Tools for the New York Paralegal provides students everything they need to handle an estate from beginning to end, including basic terminology, intestate administration, probate proceedings, litigation, jurisdiction and venue, fiduciary duties and responsibilities, trusts, and tax considerations. This complete text focuses specifically on New York practice and eliminates the need for other supplements. Enhanced by the author's extensive practice experience and her realistic examples, this text provides: State-specific rules, forms, and reference sources, including a complete appendix of forms In-depth instruction in paralegal tasks and skills at each stage of administration, estate planning, and litigation Paralegal resources such as software, books, websites, and other tools for the New York paralegal in the final chapter A separate chapter devoted to the ethical issues paralegals encounter Case synopses and chapter pedagogy that help students understand, practice, and retain material. Pedagogy includes charts and diagrams, key terms, ethical points, topic sidebars, highlighted examples, and review exercises. Current decisions that highlight points of law and statutory applications, thereby bringing a sense of reality to the material New to the Third Edition: Case law has been updated throughout Discussions of new statutes have been added A timely new section on the status of same-sex spouses in New York has been added Written specifically with students in mind by an experienced practitioner, Wills, Trusts, and Estates: Essential Tools for the New York Paralegal, Third Edition, offers all of the tools students need to deal with administration, estate planning, and litigation in the real world.


Elder Law for Paralegals

Elder Law for Paralegals

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  • Author: Laurel A. Vietzen
  • Publisher: Aspen Publishers
  • ISBN: 9780735508675
  • Category : Legal assistants
  • Languages : en
  • Pages : 0

Elder Law for Paralegals prepares students to assume a productive