Comprehensive coverage is the hallmark of Wills, Trusts, and Estates:
Examples and Explanations. This well-respected text covers intestacy;
wills and trusts (including non-probate assets); estate administration; wealth
transfer taxation (including gift tax, estate tax, generation-skipping
transfer tax); disability and death planning; and malpractice and professional
responsibility. The unique Examples and Explanations pedagogy combines textual
material with well-written examples, explanations, and questions to test
students’ comprehension and provide them with practice in applying information
to fact patterns. In addition to examples designed to teach in a step-by-step
manner, the book includes comprehensive questions which present a variety of
issues in one fact situation. These are similar to those students can expect
on a law school or bar examination. The conversational style is designed to
hold students’ interest. A casebook correlation chart enables the book to be
used with any of the six most popular casebooks in the subject. The text’s
“learning by doing” approach helps students master the law and provides a
non-threatening environment in which to evaluate how well they can apply what
they have just learned. Practical suggestions interspersed throughout the text
enhance its pedagogical value and give students an appreciation of the
real-world application of their course. Sample will and trust provisions and
an extensively annotated model will that includes a testamentary trust give
students drafting assistance. The book is designed for students taking Wills,
Trusts, Wills & Estates, Estates & Trusts, Gratuitous Transfers, and similarly
titled courses that introduce property transmission upon death. Because it
provides background and review material, it can also be useful in advanced
courses in estate planning or wealth transfer taxation. General nationwide
rules are spotlighted without being sidetracked by many individual cases. A
complete, student-friendly index easily pinpoints sought-after material, as do
tables that locate material relevant to the Uniform Probate Code, Uniform
Trust Code, and Internal Revenue Code. Updates are available on the author’s
website: www.ProfessorBeyer.com.
The Fifth Edition has been fine-tuned and updated to reflect the most
recent developments, including the transfer of death deeds, self-settled
spendthrift trusts, the Rule Against Perpetuities reform, Federal Gift,
Estate, and Generation-Skipping Transfer Tax. In addition, new material is
presented on the Uniform Trust Code, the rights of same-sex partners, Medicaid
planning, and physician-assisted suicide. Revised examples parallel the
updated content. New casebook correlation tables relate to new editions of the
major casebooks, especially the Eighth Edition of Dukeminier, Johanson,
Sitkoff, and Lindgren’s Wills, Trusts, and Estates.
Features:
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Comprehensive coverage of intestacy, wills, and trusts
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non-probate assets
-
estate administration
-
wealth transfer taxation (gift tax, estate tax, generation-skipping transfer
tax),
-
disability/death planning
-
malpractice/professional responsibility
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Unique Examples & Explanations pedagogy
-
combines textual material with examples, explanations, and questions
-
tests student comprehension of the materials
-
provides practice in applying information to fact patterns
-
examples designed teach in a step-by-step manner
-
includes comprehensive questions
-
present a variety of issues in each fact situation
-
similar to those on a law school or bar examination
-
Clear, accessible, conversational style
-
Casebook correlation chart
-
allows use with any of the six most popular casebooks in the topic
-
“Learning by doing” method
-
encourages students to master the law
-
guides students to evaluate how well they can apply what they have learned
-
Practical approach
-
suggestions interspersed throughout the text enhance pedagogical value
-
gives students an appreciation of real-world application
-
Drafting assistance
-
sample will and trust provisions
-
extensively annotated model will, including a testamentary trust
-
Flexibility
-
designed for courses that introduce property transmission upon death
-
Wills
-
Trusts
-
Wills & Estates
-
Estates & Trusts
-
Gratuitous Transfers
-
and more
-
useful background for advanced courses in estate planning or wealth transfer
taxation
-
Spotlights general nationwide rules
-
avoids being sidetracked by many individual cases
-
Comprehensive, student-friendly index
-
Tables for quick location of relevant material on
-
Uniform Probate Code
-
Uniform Trust Code
-
Internal Revenue Code
-
Updates available on author’s website: www.ProfessorBeyer.com
Thoroughly updated, the revised Fifth Edition presents most recent
developments:
-
Transfer of death deeds
-
Self-settled spendthrift trusts
-
Rule Against Perpetuities reform
-
Federal Gift, Estate, and Generation-Skipping Transfer Tax
-
Uniform Trust Code
-
Rights of same-sex partners
-
Medicaid planning
-
Physician-assisted suicide
-
Revised examples for updated content
-
Updated casebook correlation tables reflect new editions of the major
casebooks, especially the Eighth Edition of
Dukeminier/Johanson/Sitkoff/Lindgren’s Wills, Trusts, and Estates
-
Organization in Detail
Correlation Tables: Clark, Dobris, Dukeminier, Scoles, Vollmar, and Waggoner
Ch. 1. Introduction and Overview
Part I. Intestate Succession
Ch. 2. Descent and Distribution
Ch. 3. Treatment of Certain Categories of Potential Heirs
Ch. 4. Other Intestate Succession Issues
Part II. Wills
Ch. 5. Requirements for a Valid Will
Ch. 6. Changing Circumstances after Will Execution—Property
Ch. 7. Changing Circumstances after Will Execution—Persons
Ch. 8. Revocation of Wills
Ch. 9. Interpretation and Construction
Ch. 10. Will Contests
Ch. 11. Other Will Issues
Part III. Estate Administration
Ch. 12. Estate Administration
Part IV. Nonprobate Transfers
Ch. 13. Reasons People Use Nonprobate Transfers
Ch. 14. Inter Vivos Transfers
Ch. 15. Co-Ownership of Property
Ch. 16. Multiple-Party Accounts
Ch. 17. Contracts
Part V. Trusts
Ch. 18. Introduction to Trusts
Ch. 19. Trust Creation
Ch. 20. Trust Administration
Ch. 21. Trust Enforcement
Ch. 22. Resulting Trusts
Ch. 23. Constructive Trusts
Part VI. Other Estate Planning Concerns
Ch. 24. Wealth Transfer Taxation
Ch. 25. Disability and Death Planning
Ch. 26. Malpractice and Professional Responsibility
Comprehensive Examples and Explanations
Sample Will with Testamentary Trust Form
Last Will of [Client]
Bibliography
Tables: Uniform Probate Code Provisions; Uniform Trust Code Provisions;
Internal Revenue Code Provisions
Index
