Basics of Legal Document Preparation

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ISBN: 9780827367999 | 0827367996
Cover: Paperback
Copyright: 10/10/1996

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This innovative book is an excellent resource and reference tool for paralegal professionals desiring to acquire the proper techniques used to prepare legal documents. It provides the fundamental knowledge of law in the basic areas of legal practice, as well as presenting informative and practical information on how to meet today's rigorous standards.

Preface

xiii

Fundamentals of Legal Document Preparation

(24)

The Law and the Legal Document

(1)

Instruments and Pleadings

(1)

Nature of Legal Instruments

(1)

Types of Legal Instruments

(1)

Contractual Documents

(1)

Real Estate Documents

(1)

Corporate Document

(1)

Partnership Document

(1)

Estate Document

(1)

Trust Document

(1)

Preliminary Background Information

(5)

The Client Conference

(1)

Introductory Information

(1)

Family Information

(4)

Health Information

(1)

Employment Information

(1)

Financial Information

(1)

Family Advisors

(1)

Important Documents

(1)

Pleadings

(1)

Sources of Forms

(1)

The Legal Document and the Computer

(1)

Foundations of Legal Document Preparation

(2)

Selecting Manuscript Paper

(1)

Selecting the Appropriate Typeface

(1)

Setting Text Margins

(1)

Spacing Legal Documents

(1)

Sections of a Legal Document

(4)

Caption

(1)

Heading

(1)

Signatures

(2)

Acknowledgment

(1)

Mechanics of Legal Document Preparation

(7)

Capitalization

(2)

Grammer and Spelling

(1)

Numbers

(1)

Pagination

(1)

Preprinted Forms

(4)

Contracts

(16)

Nature of a Contract

(1)

Elements of a Contact

(1)

Preliminary Concerns in Formation of a Contract

(2)

Contents of an Instrument

(5)

Title

(1)

Parties

(3)

Consideration

(1)

Description of Property

(1)

Duration of Agreement

(1)

Definitions and Terminology

(1)

Payment

(1)

Entirety of Agreement

(1)

Excuses for Nonperformance

(1)

Optional Provisions

(3)

Passage of Title

(1)

Risk of Loss

(1)

Warranties

(1)

Insurance and Bonds

(1)

Transfer/Assignability of Rights

(1)

Subrogation

(1)

Accounting

(1)

Confession of Judgment

(1)

Arbitration

(1)

Costs and Attorney Fees

(1)

Liquidated Damages

(1)

Notice

(1)

Choice of Law

(1)

Severability

(1)

Modification

(1)

Breach of Contract

(1)

Formal Requirements of Instruments

(4)

Real Estate Law and Its Documents

(30)

Contracts for Sale

(4)

Essential Elements of the Contract

(1)

Preparation of the Contract

(4)

Deeds

(4)

Types of Deeds

(1)

Preparation of the Deed

(3)

Promissory Notes and Mortgages

(5)

Promissory Notes

(1)

Mortgages

(2)

Preparation of Mortgage

(2)

Satisfaction and Discharge

(1)

Title Examinations and Insurance

(6)

Title Examination

(1)

Title Insurance

(1)

The Real Estate Closing

(3)

Documents

(2)

Recording

(1)

Leases

(6)

Parties

(1)

Premises

(2)

Duration and Rent

(1)

Conditions

(1)

Execution

(1)

Government Regulation

(3)

Corporations

(22)

Formation of the Corporation

(2)

Preincorporation Concerns

(1)

Steps in the Formation of a Corporation

(2)

The Preincorporation Agreement

(1)

The Corporate Name

(3)

Articles of Incorporation

(5)

The Title

(1)

Name Clause

(1)

Purpose Clause

(1)

Registered Agent Clause

(1)

Duration Clause

(1)

Board of Directors Clause

(2)

Incorporators Clause

(1)

Capitalization Clause

(1)

Signatures

(1)

The Stock

(1)

Stock Subscription Agreement

(1)

Stock Certificate

(1)

The Organizational Meeting

(3)

Corporate Bylaws

(2)

Corporate Minute Book

(1)

Corporate Annual Report

(3)

Partnerships

(18)

The Nature of a Partnership

(1)

The General Partnership

(1)

The General Partnership Agreement

(7)

Title

(1)

Names and Addresses of Partners

(1)

Name, Purpose, and Domicile of Partnership

(1)

Duration of Agreement

(4)

Contribution of Partners

101

(1)

Allocation of Expenses

101

(1)

Ownership of Partnership Assets

101

(1)

Accounting Procedures

101

(1)

Distribution of Profits and Losses

101

(1)

Liability of Partners to Each Other

101

(1)

Management, Duties, and Restrictions

102

(1)

Compensation of Partners

102

(1)

Death or Resignation of a Partner

102

(1)

Resolution of Disputes

102

(1)

Termination of Partnership

102

(1)

Execution of Agreement

103

(1)

Miscellaneous Provisions

103

(1)

The Limited Partnership

103

(3)

Characteristics

103

(1)

Limited Partnership Agreement

104

(1)

Classes of Partners

104

(1)

Contributors of Partners

104

(1)

Liabilities of the Limited Partner

104

(2)

Distribution of Profits and Losses

106

(1)

Rights and Duties of Partners

106

(1)

Transfer of Limited Partner's Interest

106

(1)

The Joint Venture

106

(1)

Dissolution of a Partnership

107

(5)

Wills

112

(14)

Wills in General

114

(1)

Requirements of a Will

114

(3)

Writing

115

(1)

Legal Capacity

115

(1)

Signatures

115

(1)

Witnesses

115

(1)

Language

116

(1)

Self-Proving Wills

116

(1)

Will Storage

116

(1)

Living Wills

117

(1)

Format for Drafting a Will

117

(5)

Introductory Clause

117

(2)

Payment of Debts and Expenses

119

(1)

Payment of Taxes

120

(1)

Devises and Bequests

120

(1)

Residuary Clause

120

(1)

Personal Representative

120

(1)

Testimonium Clause

121

(1)

Testator's Signature

121

(1)

Witnesses's Signatures

121

(1)

Self-Proving Wills

121

(1)

Typing the Will

122

(1)

Paper

122

(1)

Erasures

122

(1)

Language

122

(1)

Testator's Acknowledgment

122

(1)

Modification of a Will

122

(4)

Trusts

126

(12)

The Nature of a Trust

128

(1)

The Elements of a Trust

128

(2)

The Settlor

129

(1)

The Trustee

129

(1)

The Beneficiary

130

(1)

The Property

130

(1)

The Trust Instrument

130

(8)

The Irrevocable Living Trust

131

(3)

The Revocable Living Trust

134

(1)

The Testamentary Trust

135

(3)

Bankruptcy

138

(40)

The Debt

140

(1)

The Nature of Debt

140

(1)

The Debtor-Creditor Relationship

140

(1)

The Nature of Bankruptcy

140

(1)

Types of Bankruptcy

141

(1)

The Voluntary or Involuntary Petition

141

(1)

The Chapter 7 Petition

141

(1)

The Chapter 11 Reorganization

141

(1)

The Chapter 13 Adjustment of Debts of an Individual

142

(1)

The Bankruptcy Procedure

142

(2)

The Preparation of Documents

144

(34)

A Checklist

144

(1)

The Bankruptcy Forms

145

(33)

Federal and State Pleadings

178

(28)

In General

180

(1)

Statutes of Limitation

180

(1)

The Nature of Federal Pleading and Practice

181

(3)

The Construction of Pleadings

181

(1)

The General Format of Pleadings

181

(3)

Preparing the Complaint

184

(5)

The Checklist

184

(1)

The Substance of the Complaint

184

(4)

The Demand for Jury Trial

188

(1)

The Summons

188

(1)

Service of Process

189

(1)

Responsive Pleadings

190

(3)

The Answer

190

(1)

Affirmative Defenses

190

(2)

The Motion to Dismiss

192

(1)

Motions

193

(8)

Default Judgment

196

(2)

The Motion for Summary Judgment

198

(2)

The Motion for Judgment on the Pleadings

200

(1)

The Order

200

(1)

Amended and Supplemental Pleadings

201

(5)

The Procedure

201

(5)

Discovery

206

(16)

In General

208

(1)

The Purpose of Discovery

208

(1)

The Discovery Tools

208

(7)

The Deposition

209

(1)

The Interrogatories

209

(2)

The Request for Production

211

(1)

The Request for Admission

212

(2)

The Physical and Mental Examination

214

(1)

The Request to Enter Land

215

(1)

The Authorization

215

(1)

The Fee Contract

216

(6)

Domestic Relations

222

(22)

Marriage

224

(1)

The Domestic Relations Contracts

224

(12)

The Antenuptial Contract

224

(1)

The Separation Agreement

225

(11)

Dissolution/Divorce

236

(1)

The Nature and Types of Divorce

236

(1)

The Procedure

236

(8)

The Complaint

236

(1)

The Answer

237

(1)

The Simplified Divorce

237

(2)

The Final Judgment

239

(5)

Appellate Procedure

244

(14)

The Appeal

246

(1)

The Appellate Process

246

(1)

The Appellate Brief

247

(6)

The Cover Page

249

(1)

The Table of Contents

249

(1)

The Index of Authorities

249

(2)

The Statement of Jurisdiction

251

(1)

The Statement of Questions Presented

251

(1)

The Statement of Facts

251

(1)

The Argument

252

(1)

The Conclusion

252

(1)

The Relief

252

(1)

The Appendix

252

(1)

The Motions on Appeal

253

(5)

Appendix A Canons of Ethics

258

(4)

Appendix B A Consultation Contract

262

(4)

Appendix C An Employment Contract

266

(4)

Appendix D Corporate Bylaws

270

(10)

Appendix E A General Partnership Agreement

280

(8)

Appendix F A Limited Partnership Agreement

288

(6)

Appendix G A Last Will and Testament

294

(4)

Appendix H A Testamentary Trust

298

(6)

Appendix I Interrogatories

304

(6)

Glossary

310

(16)

Index

326

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Basics of Legal Document Preparation

Summary

Table of Contents

Supplemental Materials