9780314061140

A practical approach, illustrating legal principles through examples, exercises, legal, forms, checklists, and actual drafts of wills and trusts. Learners are exposed to detailed procedures and are prepared for everyday practical duties of the paralegal through comprehensive, authoritative coverage. Blend of theory and practice balances the need for understanding concepts and law and the need to be able to apply it. ALSO AVAILABLE Study Guide, ISBN: 0-314-06484-2 California Supplement, ISBN: 0-314-08060-0 Florida Supplement, ISBN: 0-314-08061-9 New York Supplement, ISBN: 0-314-08062-7 Texas Supplement, ISBN: 0-314-08063-5 INSTRUCTOR SUPPLEMENTS CALL CUSTOMER SUPPORT TO ORDER Instructors Manual on Disk, ISBN: 0-314-08761-3 Instructors Manual - (w /Test Bank&Transparency), ISBN: 0-314-08724-9

Preface

xv

The Purpose and Need for a Will

1

(18)

The Concept of Property Relating to Wills, Trusts, and Estate Administration

19

(46)

The Participants and the Proper Court

65

(19)

The Law of Succession: Death Testate or Intestate

84

(47)

Wills: Validity Requirements, Modification, Revocation, and Contests

131

(28)

Preparing to Draft a Will: Checklists and the Conference with the Client

159

(37)

Drafting and Executing a Valid, Legal Will

196

(42)

Introduction to Trusts

238

(30)

Classification of Trusts, the Living Trust, and Other Special Trusts

268

(53)

Estate Planning

321

(23)

Personal Representatives: Types, Pre-Probate Duties, and Appointment

344

(38)

Probate and Estate Administration

382

(67)

Informal Probate Administration

449

(24)

Tax Considerations in the Administration of Estates

473

(37)

Ethical Principles Relevant to Practicing Legal Assistants

510

Appendixes

A Sample Forms

A-1

B Sample Marital Deduction Testamentary Trust

A-169

C Uniform Probate Code

A-174

Glossary

G-1

Index

I-1

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Wills, Trusts, and Estate Administration for the Paralegal : The Essentials

Wills, Trusts, and Estate Administration for the Paralegal : The Essentials

0314061142

Summary

Table of Contents

Supplemental Materials