Wills, Trusts, and Estates: Essential Tools for the New York Paralegal, Fourth Edition
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Book length
504 pages
Publication Date
2023-04-21
Edition
Fourth Edition
Teaching Materials
NO
Description
Table of contents
Preface
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A comprehensive and class-tested introduction to Wills, Trusts and Estates, designed for the New York paralegal
The new and updated 4th edition of Wills, Trusts, and Estates: Essential Tools for the New York Paralegal provides students, paralegals, and estate practitioners with all the information and materials needed to effectively administer an estate from beginning to end. In a readable and accessible format the text addresses such topics as basic terminology, intestate administration, probate proceedings, litigation, jurisdiction and venue, fiduciary duties and responsibilities, including accountings, trusts, and estate and fiduciary income taxes. This complete text focuses specifically on New York practice and eliminates the need for other supplements. Enhanced by the author's extensive experience in the field of trusts and estates, the book, with its discussion of relevant case law, recent legislative changes, forms, additions to the Uniform Court Rules, including rules pertaining to e-filing, and practical and procedural guides, is an excellent instructional tool and desk reference for students, paralegals and attorneys.
New to the Fourth Edition:
Updated terms and definitions.
Recent case law
New coverage of
proceedings to determine the validity and effect of a right of election
duress as an objection to probate
discussion of the virtual representation statute in accounting proceedings
guidelines for receipts and releases as a means of settling an estate
Statutory updates, including the Child-Parent Security Act, the Uniform Interstate Depositions and Discovery Act as applied to Surrogate’s Court proceedings, the attorney-client privilege and revocable trusts, and amendments to the estate tax laws.
Added chapter on Miscellaneous Proceedings, including discovery proceedings, wrongful death compromises, and the appointment of a successor trustee.
Updated instructional diagrams and examples.
Professors and students will benefit from:
State-specific rules, forms, and reference sources, including a complete appendix of forms
In-depth instruction in paralegal tasks and skills at each stage of administration, estate planning, and litigation
Paralegal resources such as software, books, websites, and other tools for the New York paralegal
A separate chapter devoted to the ethical issues encountered by paralegals and attorneys
Case synopses and chapter pedagogy that help students understand, practice, and retain material. Pedagogy includes charts and diagrams, key terms, ethical points, topic sidebars, highlighted examples, and review exercises
Current decisions that highlight points of law and statutory applications, bringing a sense of reality to the material
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About the authors
Ilene S. Cooper
Ilene Cooper is a partner at Farrell Fritz concentrating in Trusts and Estates. She practices litigation in Surrogate#39;s Courts throughout the New York Metropolitan area. Her area of work has required her to prepare objections, answers, discovery demands, motions and memoranda of law. She also has experience in the drafting and execution of will and trust instruments, powers of attorney, health care proxies and living wills. Previously, Ms. Cooper worked as a Principal Law AssistantReferee for the Surrogate of Suffolk County, Honorable Ernest L. Signorelli. In addition to her work at Farrell Fritz, Ms. Cooper is also an Adjunct Professor of Law at Touro Law School, as well as a member of the School#39;s Board of Trustees. Ms. Cooper, a columnist for the Suffolk Lawyer, a publication of the Suffolk County Bar Association, is presently on the Advisory Committee of the Suffolk Academy of Law, and is the First Vice President of the Suffolk County Bar Association. In 2006, she was appointed by the Appellate Division, Second Judicial Department, to the State of New Yorkrsquo;s Grievance Committee for the Tenth Judicial District. Together with her local Bar Association activities, Ms. Cooper is a Member at Large of the New York State Bar Association Trust and Estate Law Section and a former Chairperson of the New York State Bar Association#39;s Committee on Trust and Estate Administration, a member of the Special Committee on Fiduciary Appointments, a Fellow of the New York Bar Foundation, and a member of the House of Delegates. In addition, she is a member of the Theodore Roosevelt American Inn of Court. In 2003, she was nominated as a Fellow of the American College of Trust and Estate Council (ACTEC). Ms. Cooper is presently a columnist for the New York Law Journal, where she writes an article entitled quot;Trusts and Estates Updatequot;, and is the author of quot;Case Notesquot;, a quarterly column published in the New York State Bar Association#39;s Trusts and Estates Newsletter. Further, Ms. Cooper is the editor of Warren#39;s Heaton, on Surrogate#39;s Courts, volume on litigation.