Basic Wills, Trusts, and Estates for Paralegals
The book facilitates teaching and learning through: - a quick, simple, and straightforward introduction to all the basic of wills, trusts, and estates law, specifically tailored to the needs of paralegal students - comprehensive coverage of key topics, including a review of the sources of property law - clearly written text and lively examples that help students understand the law - helpful guidance on how to draft wills and trusts documents - step-by-step review of how to complete the entire federal estate tax return - well-crafted pedagogy: chapter overviews, highlighted examples, key terms, review questions, sample clauses for analysis, case studies, chapter summaries, and end-of-chapter exercises - appendix with useful forms - manageable length, which makes the book ideal for shorter courses Text is totally up to date: - new chapter on elder care issues, including such topics as concerns of adults dealing with elderly parents and estate planning issues specific to elderly clients - expended coverage of right to die concerns, with more on health care proxies and do not resuscitate orders - new exercises throughout the book - update case studies throughout the book
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General Overview of Estate Planning and Estate Administration
How to Make an Effective Estate Plan
37 other sections not shown
allocated annuity assets attach beneficiary benefits bond charitable claims client Code complete Computation COUNTY created Creditors must present CUSIP date of death death taxes deceased decedent decedent's death decedent's estate determine direct skips distribution election estate planning estate tax EXAMPLE executor Federal fiduciary filed Form 706 Continued Generation-Skipping Transfer Generation-Skipping Transfer Tax gift tax gross estate GST exemption GST tax health care proxy holographic Hyacinth I.R.S. Form included Internal Revenue Service intestate Lears Letters Testamentary listed Loretta marital deduction mortgage nuncupative paid paralegal payable payment personal property personal representative petition Petitioner power of appointment power of attorney property interests QTIP qualified heir real estate real property receive remainderman self-proving signature signed skip person Social Security specific statute Subtract line surviving spouse Tax and Miscellaneous taxable terminable interest testamentary testator's trust instrument trustor valid witnesses