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Wills, Trusts, and Estates in Focus

Authors
  • Naomi R. Cahn
  • Alyssa DiRusso
  • Susan N. Gary
Series / Focus Casebook Series
Teaching Materials
NO
Description
Table of contents

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In a typical Wills, Trusts, and Estates (WTE) class there are both students who want to practice in WTE (either exclusively, or as part of a general practice), and those who need only to master the general concepts in order to pass the bar exam. Wills, Trusts, and Estates in Focus by Naomi R. Cahn, Alyssa DiRusso, and Susan Gary attends to the needs of both sets of students. For those who will practice in WTE, the concepts are presented in an engaging way and exemplified by realistic hypothetical scenarios that mirror practice and support the development of lawyering skills. For those who need only to pass the bar, the organization of the text is keyed to multi-state essay examination topics as presented on the multi-state bar exam.

The well-crafted pedagogy of the Focus Series makes WTE concepts and procedure clear and accessible for all students. Case Previews shed light on each succinctly-edited case, provide legal context, and direct students to the issue at hand. Post-Case Follow-Ups review the decision and prepare students to apply the relevant legal principles to the set of exercises that follow, called Real Life Applications.Professors will appreciate the accessible approach of Wills, Trusts, and Estates in Focus, which combines straightforward narrative explanations with real-world examples, and problems designed to engage students in active learning.

Features of Wills, Trusts, and Estates in Focus:

  • Insightful authorship: The author team consists of three well-known academics with expertise in WTE and complementary areas such as family law, charities, elder law, and tax. All are elected Fellows of the American College of Trust and Estate Counsel (ACTEC), the leading professional organization of trust and estates attorneys.
  • Conscious modernization of the WTE casebook that balances major landmark cases and 21st century authorities, including recent case decisions and developments in the law (such as the 2017 Tax Cuts and Jobs Act)
  • Thorough coverage of core topics, combined with the Focus Series pedagogy
  • Manageable problem sets that allow students to apply doctrine to realistic fact scenarios
  • Research and drafting exercises that support the development of practice-based skills

 

Professors and students will benefit from:

  • Clear writing that promotes the learning outcomes of student competencies in
    1. knowledge and understanding of both the substantive and procedural law of WTE
    2. legal analysis and reasoning
    3. problem-solving
    4. how to exercise proper professional and ethical responsibilities with regard to clients and the legal system
  • A balanced emphasis on practice readiness and bar-exam readiness
  • An author team with experience writing for students, practitioners, and lay people
  • A clear and logical book structure and chapter organization, with cross-references to related coverage in other chapters
  • Appendices that provide examples of how doctrine maps on to practice, as in will contest pleadings and probate filings

 

Teaching materials include:

  • Teacher’s Manual with straightforward case summaries and answers to all problems
  • Sample 3-credit syllabus

 

 

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About the authors
Naomi R. Cahn
John Theodore Fey Research Professor of Law
George Washington University

Education

  • A.B., Princeton University

  • J.D., Columbia University

  • LL.M., Georgetown University

Background

Naomi Cahn is the Harold H. Greene Professor of Law at The George Washington University Law School. She has written numerous law review articles on elder law, family law, feminist jurisprudence, and trusts and estates. She has also authored or co-authored books, including the forthcoming Homeward Bound: Modern Families, Elder Care, and Loss (Oxford University Press 2017, with Amy Ziettlow). Marriage Markets (Oxford University Press 2014, with June Carbone) was named as one of the best books of 2014 by both The Economist and Newsweek.

Cahn served as the Reporter for the Uniform Law Commission's Uniform Fiduciary Access to Digital Assets Act Revised (2015), which has now been adopted in more than a dozen states. She received her LL.M. from Georgetown University Law Center, her J.D. from Columbia Law School, and her A.B. from the Woodrow Wilson School of Public and International Affairs at Princeton University.

At GW Law, she teaches courses on elder law, family law, trusts and estates, and child, family, and state.

Selected Books

  • The New Kinship

    . NYU Press, 2013.

  • (With Carbone, June.)

    Red Families v. Blue Families: Legal Polarization and the Creation of Culture

    . Oxford: Oxford University Press, 2010.

  • (With Douglas E. Abrams, Catherine J. Ross, & David D. Meyer).

    Contemporary Family Law

    . 2nd ed. St. Paul: ThomsonWest, 2015. First edition published in 2006.

  • Test Tube Families: Why the Fertility Market Needs Legal Regulations

    . New York: New York University Press, 2009.

(With Hollinger, Joan Heifetz). Families by Law: An Adoption Reader. New York: New York University Press, 2004.

Susan N. Gary
Orlando J. and Marian H. Hollis Professor
University of Oregon

Susan Gary is the Orlando J. and Marian H. Hollis Professor of Law at the University of Oregon School of Law. Prior to joining the faculty, she practiced estate planning and advised charitable organizations at Mayer, Brown & Platt (now Mayer Brown LLP) in Chicago and worked in international taxation at DeBandt, van Hecke, and Lagae in Brussels. Her research examines the regulation of charities, fiduciary duties and the prudent investor rule, the definition of family for inheritance purposes, donor intent in connection with restricted charitable gifts, and the use of mediation in estate planning and probate.

She is a Trustee of the University of Oregon Board of Trustees, an Academic Fellow and former Regent of the American College of Trust and Estate Counsel, and a member of the Oregon Law Commission. She has been a member of the Council of the Real Property, Trust and Estate Section of the ABA and chair of the Estate Planning and Administration Section of the Oregon State Bar. Prof. Gary served as Reporter for the Drafting Committees of the Uniform Law Commission that developed the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Model Protection of Charitable Assets Act.

BooksMediation for Estate Planners: Managing Family Conflict, editor and chapter author (American Bar Association: 2016). • Bogert’s Law of Trusts and Trustees, §§ 321-352 (2d ed. revised) (2015).

ArticlesValues and Value: University Endowments, Fiduciary Duties, and ESG Investing, 42 The Journal of College and University Law 247 (2016). • Definitions of Children and Descendants: Construing and Drafting Wills and Trust Instruments, 5 Texas Tech Estate Planning and Community Property Law Journal 283 (2013). • The Probate Definition of Family: A Proposal for Guided Discretion in Intestacy, 45 Mich. J. of L. Reform (2012). • Is It Prudent to be Responsible: The Legal Rules for Charities that Engage in Socially Responsible Investing and Mission Investing, 6 Nw. J.L. & Soc. Pol'y 106 (2011). • The Problems with Donor Intent: Interpretation, Enforcement, and Doing the Right Thing, 85 Chicago-Kent L. Rev. 977 (2010). • We Are Family: The Definition of Parent and Child for Succession Purposes, 34 ACTEC Journal 171 (2008). • Charities, Endowments, and Donor Intent: The Uniform Management of Institutional Funds Act, 41 Georgia L. Rev. 1277 (2007). • Transfer-on-Death Deeds: The Nonprobate Revolution Continues, 41 Real Prop., Prob. & Trust J. 529 (2007).

Product Information
Publication date
2019-02-01
Copyright Year
2019
Pages
618
Connected eBook with Study Center + Hardcover
9781454886624
Connected eBook (Digital Only)
9798886141603
Subject
Wills, Trusts, and Estates
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