Synopses & Reviews
With a focus on practice and portfolio development, this book provides a detailed approach to the substantive law of estate planning and administration. It includes examples of a variety of documents and step-by-step instruction on their preparation. Each chapter includes practitioner-oriented assignments (role-playing activities, research assignments, portfolio assignments etc.) and coverage of estate planning and estate administration is balanced throughout. A separate chapter is devoted to tax law and offers a closer look at this more complicated area of the law.
Table of Contents
1. Wealth, Property, and Estates
2. Intestate Succession
3. Basic Estate Planning
4. Drafting a Basic Will
5. Trusts
6. Overview of Estate Administration and the Personal Representative
7. Step One–Issuance of the Letters of Appointment
8. Step Two–Inventory and Appraisal; Step Three–Creditors’ Claims
9. Step Four–Tax Documents
10. Step Five–Final Account; Step Six–Closing the Estate; Additional Estate Administration Procedures