Understanding Trusts and Estates Fifth Edition 2013

Author: Roger W. Andersen
Publisher: LexisNexis
ISBN: 0327189789
Format: PDF, ePub, Docs
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This volume updates earlier editions to continue offering efficient, yet comprehensive, coverage of the issues in a standard Trusts and Estates course. Although the book is designed primarily as a student supplement, some teachers have used it successfully as the primary text, supplemented by statutory materials, for both the basic course and for more specialized courses. The text's multi-layered structure allows students to use the book in different ways, depending upon their needs. Students using the book as a regular supplement to a casebook can read the text and ignore the footnotes until they need more examples or greater depth. The organization tracks the basic approach of most casebooks, and where it differs from an individual book, the comprehensive table of contents makes it easy to find what students need. By discussing many of the cases found in popular casebooks, the text helps students understand how specific issues fit in a bigger picture. The footnotes carry the student-centered approach a step further by briefly discussing tangential issues, offering additional examples, and again citing cases often found in casebooks. Even if the text does not discuss "their" case, often it will cite the case and place it in context. Each case citation includes a brief fact description to provide more examples of the way general principles can apply in specific situations. Further, the footnotes include numerous cross-references to other sections of the book, to help students identify the interconnections holding the subject together.

Fundamentals of Trusts and Estates

Author: Roger W. Andersen
Publisher:
ISBN: 9781531001216
Format: PDF
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The fifth edition primarily updates case and statutory developments that have occurred since the fourth edition. Specifically treated are recent Supreme Court cases, two new Uniform laws (the Uniform Powers of Appointment Act (2013) and the Revised Uniform Fiduciary Access to Digital Assets Act (2015)) and applicable federal tax legislation.

Wills Trusts and Estates for Legal Assistants

Author: Gerry W. Beyer
Publisher: Aspen Publishers
ISBN: 9781454851219
Format: PDF, Mobi
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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. 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.

Your Living Trust Estate Plan

Author: Harvey J. Platt
Publisher: Skyhorse Publishing, Inc.
ISBN: 1621533913
Format: PDF, ePub, Docs
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This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

Administration of Wills Trusts and Estates

Author: Gordon W. Brown
Publisher: Cengage Learning
ISBN: 9780766852815
Format: PDF, Docs
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If you are interested in wills, trusts, and estates, this easy-to read text provides content and context for a complicated subject area. [The wills of Theodore Roosevelt, John F. Kennedy, Jr., Princess Diana, and George Burns are provided here for your review.] This new edition is enhanced by celebrity features that help you relate to a real-life scenario and step out of legal theory. All legal terms are clearly defined when first presented in the text. State-by-state information is presented clearly with the use of maps, tables and case studies. Charts and boxed cases help to make complex topics easier to understand.

Basic Wills Trusts and Estates for Paralegals

Author: Jeffrey A. Helewitz
Publisher: Wolters Kluwer Law & Business
ISBN: 1454880287
Format: PDF, ePub
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A leading text in its field, Basic Wills, Trusts, and Estates for Paralegals focuses 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 Paralegals features: • 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 revised Seventh Edition includes: • The impact of Obergefell v. Hodges on 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

An Estate Planner s Guide to Qualified Retirement Plan Benefits

Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590319390
Format: PDF, ePub, Docs
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Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.

Understanding Trusts and Estates

Author: Roger W. Andersen
Publisher: LexisNexis
ISBN: 1422486346
Format: PDF, ePub
Download Now
This volume updates earlier editions to continue offering efficient, yet comprehensive, coverage of the issues in a standard Trusts and Estates course. Although the book is designed primarily as a student supplement, some teachers have used it successfully as the primary text, supplemented by statutory materials, for both the basic course and for more specialized courses. The text's multi-layered structure allows students to use the book in different ways, depending upon their needs. Students using the book as a regular supplement to a casebook can read the text and ignore the footnotes until they need more examples or greater depth. The organization tracks the basic approach of most casebooks, and where it differs from an individual book, the comprehensive table of contents makes it easy to find what students need. By discussing many of the cases found in popular casebooks, the text helps students understand how specific issues fit in a bigger picture. The footnotes carry the student-centered approach a step further by briefly discussing tangential issues, offering additional examples, and again citing cases often found in casebooks. Even if the text does not discuss "their" case, often it will cite the case and place it in context. Each case citation includes a brief fact description to provide more examples of the way general principles can apply in specific situations. Further, the footnotes include numerous cross-references to other sections of the book, to help students identify the interconnections holding the subject together.

Estates and Trusts

Author: Stewart E. Sterk
Publisher:
ISBN: 9781609303280
Format: PDF, ePub, Docs
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This casebook presents a functional approach to Trusts and Estates. In addition to a focus on recent cases, the book uses questions and problems to focus student attention on issues that face estate planners, litigators and policy makers. In each chapter, it integrates discussion of drafting and planning issues with its treatment of doctrine and policy. In addition, this casebook is accompanied by power point slides to use in explaining concepts for which diagrams are useful, such as intestate succession, the elective share, anti-lapse statutes, abatement and future interests.

Wills and Trusts in a Nutshell

Author: Robert L. Mennell
Publisher: West Academic
ISBN: 9780314040251
Format: PDF, Kindle
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Designed to help law students master the course in wills and trusts. Authoritative text answers questions such as what property does an heir receive when there is no will; what are the rights of the spouse and children when there is no will; what are the requirements necessary to make or change a will; how and what are beneficiaries entitled to receive; and how to create and administer trusts. Includes extensive coverage on anti-lapse and pretermission.