Sign in or create a free account to get FREE SHIPPING and DISCOUNTS

Wills, Trusts, and Estates for Legal Assistants, Sixth Edition

random
BOOKMARK
Authors
  • Gerry W. Beyer
  • John K. Hanft
Series / Aspen Paralegal Series
BOOKMARK
Book length
592 pages
Publication Date
2019-09-12
Edition
Sixth Edition
Teaching Materials
NO
Description
Table of contents

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 and 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.

New to the Sixth Edition:

  • The impact of the Tax Cuts and Jobs Act on federal income, gift, estate, and generation-skipping transfer taxes
  • Rights and liabilities of same-sex spouses
  • Electronic wills and access to a decedent’s digital assets
  • Techniques for demonstrating testamentary capacity
  • Directed trusts and trusts authorizing trustees to consider environmental, social, and governance factors in making investment decisions
  • Modifying the terms of an irrevocable trust by “decanting”

Professors and students will benefit from:

  • lively, lucid, and conversational style grabs and holds students’ interest
  • learning-by-doing approach gives students a concrete grasp of abstract concepts
  • Practice Tips guide students through the critical process of preparing and managing files
  • flexible structure allows professors to follow the presentation of concepts in the book or organize the chapters to fit their syllabus

Read More
Table of Contents (PDF)
Read More
Professor Materials
Please sign in or register to view Professor Materials. These materials are only available for validated professor accounts. If you are registering for the first time, validation may take up to 2 business days.
About the authors
Gerry W. Beyer
Governor Preston E. Smith Regents Professor of Law
Texas Tech University School of Law

Professor Gerry W. Beyer received his J.D., summa cum laude, from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois. Both his master's thesis and doctoral dissertation topics involved estate planning issues. Professor Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the Governor Preston E. Smith Regents Professor of Law. Previously, Prof. Beyer taught at the St. Mary's University School of Law from 1981 to May 2005 and has served as a visiting professor at several other law schools, including Boston College, Southern Methodist University, the University of New Mexico, and Santa Clara University. A member of the Order of the Coif and the recipient of many outstanding and distinguished faculty awards, Professor Beyer specializes in estate planning and teaches courses such as Wills and Estates, Trusts, and Estate Planning.

Prof. Beyer is a frequent contributor to both scholarly and practice-oriented publications and has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two-volume treatise on Texas wills law and a nationally marketed estate planning casebook. In 1993, he received the Probate & Property Excellence in Writing Award for Best Cutting Edge Article for Probate and Trust as well as the 2001 Probate & Property Excellence in Writing Award for Best Overall Article in Probate and Trust. He has been the Keeping Current Probate editor for Probate & Property magazine since 1992. Professor Beyer is an Academic Fellow of the American College of Trust and Estate Counsel and maintains membership in the American Bar Foundation, the Texas Bar Foundation, and the College of the State Bar of Texas.

John K. Hanft
San Francisco State University College of Extended Learning Paralegal Studies Program

John K. Hanft, Co-Director of the Witkin Legal Institute at Thomson West, has been a member of the California Bar since 1976, and a member of the Witkin staff since 1981. He and his co-director supervise the writing and publication of the Witkin treatises and oversee the programs of the Witkin Legal Institute. These include the annual Roger J. Traynor Appellate Moot Court Competition, and annual programs in Oakland, Sacramento, Fresno, San Diego, and Los Angeles, and at the State Bar of California Annual Meeting.

Mr. Hanft is the author of Legal Research in California (5th). A presentation he gave on electronic legal research, entitled A Model for Legal Research in the Electronic Age, has been published in 17(3) Legal Reference Services Quarterly 77 (1999). His one-hour continuing legal education lecture video, entitled Effective Legal Research, was produced by the Rutter Group in 2001.

Mr. Hanft has been a faculty member in the paralegal program at San Francisco State University since 1984, teaching (1) Wills, Trusts, and Estate Planning; (2) Legal Research and Writing; and (3) Advanced Legal Research. He frequently appears as a guest lecturer at law schools and law firms. For ten years, Mr. Hanft performed pro bono estate planning for clients of the AIDS Legal Referral Panel of the Bar Association of San Francisco. He received pro bono volunteer awards in 1989 and 1992.

Mr. Hanft has a B.A. from Reed College, a J.D. from the University of Oregon, and an M.B.A. in taxation from Golden Gate University.
Product Information
Edition
Sixth Edition
Publication date
2019-09-12
Copyright Year
2019
Pages
592
Paperback
9781543813081
Subject
Wills, Trusts, and Estates
Select Format Show Hide
Select Format Hide
Are you an educator?