Product Description: Estate planning is more than deciding how an estate will be divided post-mortem. Sure that is a part of it, but the other part is….life planning. The key is honing in on the best way to protect your clients' interests during their lifetime...read more

Product Description: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it...read more

Using an effective ""learn by doing"" approach, Wills, Trusts, and Estates for Legal Assistants emphasizes examples and applications, and includes hundreds of real life situations with detailed explanations. Students understand what the rules of law mean and how they apply in a real world context. The complete topic coverage introduces wills and trusts, intestate succession, estate administration, nonprobate transfers, and other estate planning issues such as taxes and malpractice. A balanced, experienced author team skillfully blends theory with practice. Extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms. The instructor's manual provides a summary of chapters, a model course outline, exam questions, assignment ideas, exercises, and a research guide for wills, trusts, and estates. The Fourth Edition has been brought up-to-date, reflecting recent developments such as the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 and its impact on Federal gift, estate, and generation-skipping transfer taxes. The 2008 amendments to the Uniform Probate Code are presented along with important new material on trust protectors, the rights of same-sex partners, and physician-assisted suicide. Features: ""learning by doing"" approach emphasis on examples, applications, and exercises hundreds real life situations with detailed explanations complete topic coverage wills and trusts intestate successionestate administration nonprobate transfers trustsestate planning issues such as taxes and malpractice extensive pedagogy marginal terms and glossary ethical pointschecklistspractice tips and sample forms balanced, experienced author team combines theory and practice summary of chaptersa model course outline exam questions, assignment ideas, and exercises research guide for wills, trusts, and estates Thoroughly updated, the revised Fourth Edition presents recent developments and trends including: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 and its impact on Federal gift, estate, and generation-skipping transfer taxes2008 amendments to the Uniform Probate Code trust protectorsrights of same-sex partners physician-assisted suicide

Book by Beyer, Gerry W., Hanft, John K.

Product Description: Leave money to a loved one with a disability—without losing benefits A special needs trust helps you provide financial security for a loved one with a disability—without jeopardizing important government benefits. In contrast, leaving money directly to loved ones can make it impossible for them to get benefits, including Medicaid...read more

Product Description: This book is an indispensable, up-to-date asset for anyone involved in trusts and estates. In this updated and revised Fifth Edition, Jerry Horn defines estate planning objectives, describes the climate of uncertainty, identifies planning problems, and suggests solutions...read more

Product Description: This up-to-date, thorough, and authoritative guide clearly explains all of the complexities of planning and administering an estate. From wills, trusts, and powers of attorney to health-care directives and probate, everything you need to know is presented in an accessible, friendly style...read more

Product Description: 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...read more

<p> <b>Basic Wills, Trusts and Estates for Paralegals, Fourth Edition,</b> the concise text designed as an overview of wills, trusts, and estates for paralegal students, has been thoroughly updated to reflect changes in both state and federal materials. </p> <p> <b>Written specifically with the paralegal student in mind, this user-friendly text provides:</b> </p> <ul> <li> A <b>quick, simple, and straightforward introduction</b> to all of the basics of wills, trusts, and estates law </li> <li> Comprehensive <b>coverage of the key topics</b>, including a <b>review of the sources of property law, trusts, and taxes </b> </li> <li> <b>Clearly written text </b>and<b> lively examples</b> to help students understand the law </li> <li> <b>Helpful guidance on how to draft</b> wills and trusts documents </li> <li> A step-by-step review of <b>how to complete the entire federal estate tax return</b> </li> <li> A final chapter with a state-by-state analysis of trust and estate law </li> <li> <b>Continuing examples describing four different families</b> that give students a helpful point of reference in learning the intricacies of estate planning </li> <li> <b>Well-developed learning and teaching aids: </b>chapter overviews, highlighted examples, key terms, review questions, sample clauses for analysis, edited cases, chapter summaries, and end-of-chapter exercises </li> <li> An appendix with <b>useful forms</b> </li> <li> <b>A manageable length</b> that makes this book ideal for shorter courses </li> </ul> <p> <b>Completely updated, the Fourth Edition includes:</b> </p> <ul> <li> <b>New chapter questions</b> </li> <li> <b>Updated state-specific material</b> in the final chapter </li> <li> <b>Updated tax materials,</b> including the new federal tax form </li> <li> <b>New and updated forms</b> in the appendix </li> </ul> <p> Comprehensive and practical, this manageable text conveys everything paralegal students need to know about wills, trusts, and estates without overwhelming them. <br /> <br /><b>An instructor website to support classroom instruction using this title is available at <a href="http://www.aspenlawschool.com/helewitz_wills4" target="_blank"> www.aspenlawschool.com/helewitz_wills4</a>. </b></p> <p> <b> </b></p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p>

Product Description: Ethics for Trusts and Estates Practitioners provides an authoritative, insider's perspective on understanding and avoiding ethical conflicts in attorney-client relationships. Featuring experienced partners from law firms across the nation, these experts define the responsibilities of beneficiaries and fiduciaries and outline the codes of conduct associated with each...read more

Create a special needs trust for a loved one's care with the forms and information you need for peace of mind. If you care for a child or other loved one with a disability, you've no doubt thought about what will happen when you're no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust." Special Needs Trusts shows you how to leave any amount of money to your disabled loved one -- without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document. Funds in a special needs trust can make a big difference in quality of life by paying for: annual independent check-ups personal care attendant or escort vehicles and transportation insurance rehabilitation essential dietary needs materials for recreation trips or vacations entertainment athletic training or competitions and much more. Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides information about your loved one. The 4th edition has been thoroughly updated to reflect the latest changes in the law and provides an expanded list of resources. Plus, find the forms you need as tear-outs and on CD-ROM, including new SSI/Medicaid forms.

Product Description: When a loved one dies, we want to know that their final wishes were carried out as they had hoped. Being entrusted to carry out these wishes is an enormous responsibility, and one you may not fully understand. The title of executor is given to those who have been named to administer a will and handle the specifics involved with settling an estate...read more

Product Description: Chapter 14s special valuation rules may have reduced the viability of estate freezes. But, as author Cheryl Hader emphasizes and clearly illustrates in PLIs Estate Planning & Chapter 14: Understanding the Special Valuation Rules, you can still achieve tax-effective results under the right set of facts...read more

Product Description: Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom...read more

Product Description: A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs...read more