Synopses & Reviews
The Sixth Edition of Wills, Trusts, and Estate Administration is an established textbook in the field of paralegal education dating back to the first edition in 1979. The intention of the textbook is to provide a learning tool for the paralegal student introducing them to the basics of property law and its application to the main theme of wills, trusts, and estate administration. A discussion of the laws that govern construction and administration of wills and trusts is presented in detail along with the roles of various participants in the process. A section is devoted to the taxes involved with the administration of estates which include income, fiduciary, gift, inheritance, and estate tax returns. The sections include examples, exhibits, assignments, key terms, review questions, and case problems to aid and challenge the student in understanding the material along with essential probate and tax forms found in the Appendix. The development of an estate plan to dispose of assets and diminish or eliminate estate taxes through the effective use of wills and trusts is presented allowing the student to apply what has been learned throughout the textbook. Ethics is addressed to prepare the paralegal student for the necessity to adhere to a prescribed set of rules and guidelines that will apply to their work. The textbook is a good reference source for both the student and lay person interested in basic and understandable information on the subject of wills, trusts, and estate administration.
Synopsis
Trusted for more than thirty years, WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 7th Edition introduces the basics of estate planning and bequeathing property through wills and trusts, along with the laws and procedures involved. In addition to relevant laws, the text covers court procedures, cases, tax implications, ethical considerations, and the roles paralegals and other professionals play in the process. The text's approach helps students hone their critical thinking skills; the writing is clear and free of confusing legalese. . Packed with reader-friendly case summaries, state-specific examples, and detailed documents and exhibits, the 7th Edition of WILLS, TRUSTS, AND ESTATE ADMINISTRATION is an ideal resource for non-lawyers preparing to work in this important area of law.
Synopsis
"Wills, Trusts and Estate Administration, 5th Edition," is a comprehensive legal resource for paralegals and legal assistants interested in this field of law. This edition incorporates information on current computer technology, including the Internet and computer software useful to the paralegal. The book also presents ethical issues in each chapter, and outlines the ABA model guidelines for legal assistants, as well as the model code of ethics and professional responsibility. Numerous definitions, state-specific supplements, and hands-on tasks, have helped make the visually appealing "Wills, Trusts and Estate Administration" a best-seller.
About the Author
Currently a practicing lawyer, Dennis R. Hower is formerly a professor for the University of Minnesota. In 1983, the University presented him with the Horace T. Morse Amoco Foundation Award for outstanding contributions to undergraduate education. Peter T. Kahn is a Professor Emeritus for the University of Minnesota where he taught introductory law and political science courses for thirty years. His teaching philosophy centers on promoting a positive atmosphere for students and generating enthusiasm for learning about the legal system. A member of the American and Minnesota Bar Associations, Professor Kahn was a practicing attorney for nearly four decades, and earned his J.D. degree from the University of Minnesota Law School.
Table of Contents
Chapter 1: The Estate Plan and the Purpose and Need for a Will. Chapter 2: The Concept of Property Related to Wills, Trusts, and Estate Administration. Chapter 3: The Participants and the Proper Court. Chapter 4: The Law of Succession: Death Testate or Intestate. Chapter 5: Wills: Validity Requirements, Modification, Revocation, and Contests. Chapter 6: Preparation to Draft a Will: Checklists and the Conference with the Client. Chapter 7: Final Draft and execution of a Valid Will. Chapter 8: Introduction to Trusts. Chapter 9: Classification of Trusts, the Living Trust, and Other Special Trusts. Chapter 10: Estate Planning. Chapter 11: Long-Term Care. Chapter 12: Personal Representatives: Types, Pre-Probate Duties, and Appointment. Chapter 13: Probate and Estate Administration. Chapter 14: Informal Probate Administration. Chapter 15: Tax Considerations in the Administration of Estates. Chapter 16: Ethical Principles Relevant to Practicing Paralegals and Legal Assistants. Key Terms. Review Questions. Case Problems. Notes. Appendixes. A. Sample Forms A1. B. Sample Marital Deduction Testamentary. Trust A183. Glossary. Index