Wills, Trusts, and Estate Administration

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

PART ONE

1. Introduction to Estate Planning
2. Property
3. Meeting with an Estate Planning Client: Components of a Basic Estate Plan
4. Advance Directives
5. Last Wills & Testaments
6. Testamentary and Non-Testamentary Trusts
7. Guardianships and Conservatorships
8. Fiduciary Powers and Duties
9. Testate v. Intestate Succession

PART TWO

1. Introduction to Estate Administration
2. Probate Part 1: Appointment of Personal Representative
3. Probate Part 2: Inventory and Appraisal
4. Probate Part 3: Creditor’s Claims
5. Probate Part 4: Closing the Estate
6. Tax Considerations
7. Remedies for Improper Administration

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.