Wills, Trusts, and Estate Administration for Paralegals
Wills, Trusts, and Estate Administration for Paralegals

Author: Jennifer Montante

Publisher: Prentice Hall

Published: 2014-01-17

Total Pages: 0

ISBN-13: 9780132151290

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For courses in Wills, Trusts, and Estates; Probate Law; and Financial Planning/Estate Planning. Wills, Trusts, and Estate Administration for Paralegals provides a comprehensive overview of estate planning and probate in a manner that is straightforward and easy to read and understand. Instructor resources include an Instructor's Manual, PowerPoint lecture slides, and Test Bank, while a book companion site offers study resources for students. Teaching and Learning Experience: Includes frequent hypotheticals to illustrate key concepts and features. "The Hypothetical Family" is a running example introduced in Chapter 1 and continued throughout each chapter to exemplify a fictional, but life-like, estate planning and probate scenario. Drafting assignments are provided in each chapter, as well as the forms for every assignment. Covers all of the major topics, including ethical considerations, and offers solid review and application of concepts.

Wills, Trusts, and Estate Administration
Wills, Trusts, and Estate Administration

Author: Dennis R. Hower

Publisher: Cengage Learning

Published: 2016-01-01

Total Pages: 720

ISBN-13: 9781305506251

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Succeed in your course and your paralegal career with WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 8th Edition. This easy-to-understand text introduces the basics of estate planning and bequeathing property to others through wills and trusts, along with the laws and procedures involved, including the Uniform Probate Code. Packed with engaging, highly visual content enhanced by detailed exhibits and a writing style free of confusing legalese, the 8th Edition provides up-to-date coverage of relevant laws, court procedures, cases, tax implications, ethical considerations, and the roles paralegals and other professionals play in the process. Throughout the text, user-friendly case summaries, state-specific examples, practical assignments, detailed documents, and real-life contemporary issues prepare you for success as a paralegal in this important area of law. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Wills, Trusts, and Estates
Wills, Trusts, and Estates

Author: Ilene S. Cooper

Publisher: Aspen Publishing

Published: 2011

Total Pages: 0

ISBN-13: 9780735587700

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Wills, Trusts, and Estates: Essential Tools for the New York Paralegal provides students everything they need to handle an estate from beginning to end, including basic terminology, intestate administration, probate proceedings, litigation, jurisdiction and venue, fiduciary duties and responsibilities, trusts, and tax considerations. This complete text focuses specifically on New York practice and eliminates the need for other supplements. Enhanced by the author's extensive practice experience and her realistic examples, this text provides: State-specific rules, forms, and reference sources, including a complete appendix of forms In-depth instruction in paralegal tasks and skills at each stage of administration, estate planning, and litigation Paralegal resources such as software, books, websites, and other tools for the New York paralegal in the final chapter A separate chapter devoted to the ethical issues paralegals encounter Case synopses and chapter pedagogy that help students understand, practice, and retain material. Pedagogy includes charts and diagrams, key terms, ethical points, topic sidebars, highlighted examples, and review exercises. Current decisions that highlight points of law and statutory applications, thereby bringing a sense of reality to the material New to the Third Edition: Case law has been updated throughout Discussions of new statutes have been added A timely new section on the status of same-sex spouses in New York has been added Written specifically with students in mind by an experienced practitioner, Wills, Trusts, and Estates: Essential Tools for the New York Paralegal, Third Edition, offers all of the tools students need to deal with administration, estate planning, and litigation in the real world.

Wills, Trusts, and Estates for Paralegals
Wills, Trusts, and Estates for Paralegals

Author: Diana L. Anderson

Publisher: Aspen Publishing

Published: 2015

Total Pages: 0

ISBN-13: 9781454833024

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New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.

The California Probate Paralegal
The California Probate Paralegal

Author: Dianna L. Noyes

Publisher: Ingram

Published: 2014

Total Pages: 0

ISBN-13: 9781611634525

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The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration. This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm. The book is written for all levels - students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal. PowerPoint slides are available upon adoption. Sample slides from the full 30-slide presentation are available to view here. Email [email protected] for more information.

Basic Wills, Trusts, and Estates for Paralegals
Basic Wills, Trusts, and Estates for Paralegals

Author: Jeffrey A. Helewitz

Publisher: Aspen Publishing

Published: 2022-09-14

Total Pages: 568

ISBN-13: 1543847641

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Helewitz's Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.

Model Rules of Professional Conduct
Model Rules of Professional Conduct

Author: American Bar Association. House of Delegates

Publisher: American Bar Association

Published: 2007

Total Pages: 216

ISBN-13: 9781590318737

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The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.