A leading text in its field,Basic Wills, Trusts, and Estates for Paralegalsfocuses on a paralegal's role in practice. Introductions, explanations, instructions, and study aids ensure that students learn and remember concepts and skills that will prove essential to their work as paralegals.
Respected by instructors and popular with students,Basic Wills, Trusts and Estates for Paralegalsfeatures:
- A straightforward introduction that provides a student-friendly orientation to the subject
- Complete, succinct coverage of key topics
- A review of the sources of property law, trusts, and taxes
- A helpful guide to drafting wills and trusts documents
- Step-by-step instruction for completing the entire federal estate tax return
- State-by-state analysis of trust and estate law
- Four client examples used throughout the text that provide an accessible structure and illustrate the intricacies of estate planning
- Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises
- Latest sample forms in the Appendix
- A manageable length that makes this book ideal for shorter courses
The carefully revisedSeventh Editionincludes:
- The impact ofObergefell v. Hodgeson wills and trusts
- Changes to WTE tax law
- The legal status of children born after the death of one or both parents (because their parents' eggs, sperm, or fertilized eggs were frozen)
- Disclaimer trusts, asset protection trusts, qualified personal residence trusts, and dynasty trusts
- Mediation as an alternative to probate court
- The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015
- Introduction of new self-test quizzes at the end of each chapter