Summary
The new edition of this popular study guide reflects important developments in the law and builds on its strengths to supply additional assistance for students tackling the complexities of Wills, Trusts, and Estates. WILLS, TRUSTS, AND ESTATES: Examples and Explanations, Second Edition, covers both the theoretical and practical applications of important legal concepts: topics include intestacy, wills, non-probate assets, estate administration, wealth transfer taxation, disability and death planning, and malpractice and professional responsibility the lively conversational tone of the text captures and holds student interest supplies a learning-by-doing guide, with practical suggestions to give students an appreciation of the real-world application of the course contain famous wills and trusts provisions and a model will with a testamentary trust to heighten student interest The Second Edition incorporates much new material: coverage of the Uniform Trust Code in all relevant chapters the Economic Growth and Tax Relief Reconciliation Act, The so-called repeal of the estate tax the revised Uniform Principal and Income Act enhanced treatment of the Uniform Prudent Investor Act quasi-community property, inheritance by non-marital partners, and use of blind trusts the author's website, www.professorbeyer.com, contains updates To The book, plus related articles on various wills, trusts, and estates topics In the distinctive style of the Examples & Explanations Series that has proven its value in classrooms nationwide, this extensively revised text makes a perfect accompaniment to a wide range of primary teaching materials. Be sure to review WILLS, TRUSTS, AND ESTATES: Examples & Explanations, Second Edition, before your next course.
Author Biography
Gerry W. Beyer is Professor of Law at St. Mary's University School of Law.
Table of Contents
Contents |
|
ix | |
Preface |
|
xxvii | |
Acknowledgments |
|
xxxi | |
|
Introduction and Overview |
|
|
1 | (10) |
Part One INTESTATE SUCCESSION |
|
11 | (54) |
|
|
13 | (22) |
|
Treatment of Certain Categories of Potential Heirs |
|
|
35 | (16) |
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Other Intestate Succession Issues |
|
|
51 | (14) |
Part Two WILLS |
|
65 | (162) |
|
Requirements for a Valid Will |
|
|
67 | (40) |
|
Changing Circumstances after Will Execution --- Property |
|
|
107 | (16) |
|
Changing Circumstances after Will Execution --- Persons |
|
|
123 | (18) |
|
|
141 | (20) |
|
Interpretation and Construction |
|
|
161 | (26) |
|
|
187 | (28) |
|
|
215 | (12) |
Part Three ESTATE ADMINISTRATION |
|
227 | (20) |
|
|
229 | (18) |
Part Four NONPROBATE TRANSFERS |
|
247 | (50) |
|
Reasons People Use Nonprobate Transfers |
|
|
249 | (6) |
|
|
255 | (16) |
|
|
271 | (6) |
|
|
277 | (10) |
|
|
287 | (10) |
Part Five TRUSTS |
|
297 | (158) |
|
|
299 | (8) |
|
|
307 | (64) |
|
|
371 | (54) |
|
|
425 | (18) |
|
|
443 | (6) |
|
|
449 | (6) |
Part Six OTHER ESTATE PLANNING CONCERNS |
|
455 | (110) |
|
|
457 | (70) |
|
Disability and Death Planning |
|
|
527 | (30) |
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Malpractice and Professional Responsibility |
|
|
557 | (8) |
Sample Will with Testamentary Trust Form |
|
565 | (18) |
Bibliography |
|
583 | (2) |
Table of Uniform Probate Code (UPC) Provisions |
|
585 | (2) |
Table of Uniform Trust Code (UTC) Provisions |
|
587 | (2) |
Table of Internal Revenue Code (IRC) Provisions |
|
589 | (2) |
Index |
|
591 | |