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Basic Wills, Trusts, and Estates for Paralegals, Ninth Edition

Authors
  • Jeffrey A. Helewitz
Series / Aspen Paralegal Series
Teaching Materials
NO
Description
Table of contents
Preface

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Helewitz’s Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates.

This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include:

  • A straightforward introduction that provides a student-friendly orientation to the subject
  • Clear and concise coverage of key topics
  • A review of the sources of property law, trusts, and taxes
  • A helpful guide to drafting documents related to wills and trusts
  • Step-by-step instruction for completing the entire federal estate tax return
  • State-by-state analysis of trust and estate law
  • Four families/clients threaded through the text exemplify the intricacies of estate planning
  • Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises
  • Sample forms in the appendix

New to the Ninth Edition:

  • General and state-specific sections concerning admissibility and restrictions for electronic wills
  • Updated codes and case law for the comparison of estate law in the different jurisdictions
  • Updated tax thresholds and rules
  • Updated federal and state documents and forms
  • New case studies in each chapter cover such issues as:
  • QTIP trusts
  • The impact of Covid on the execution of wills
  • Claims against an escheated estate
  • Wrongful prolongation of life

Professors and students will benefit from:

  • Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts.
  • Clearly written text and lively examples help students understand the law.
  • A straightforward introduction that provides a student-friendly orientation to the subject
  • Clear and concise coverage of key topics
  • A helpful guide to drafting documents related to wills and trusts
  • Step-by-step instructions for completing the entire federal estate tax return
  • State-by-state analysis and comparison of trust and estate law
  • Four families/clients threaded through the text exemplify the intricacies of estate planning
  • Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises
  • Sample forms in the appendix
  • Examples and explanations pedagogy engages students with the material.
  • Practical approach appeals to programs with shorter, less theoretical courses.
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About the authors
Jeffrey A. Helewitz

Jeffrey A. Helewitz got his J.D. and LL.M. (International Business & Trade) degrees from Georgetown University Law Center and an M.B.A. (Finance) from New York University. After working for several years in the National Office of the IRS, with a brief assignment to the White House to work on a Presidential Commission, Jeff started a small practice as a legal and financial consultant specializing in corporate and estate planning. He has been an Adjunct Professor of Law at both the CUNY School of Law and Touro College Law Center and an Adjunct Professor of Paralegal Studies at various educational institutions in the New York City area.

Mr. Helewitz recently retired as a Special Referee for the New York State Supreme Court. After a short stint as an Administrative Law Judge with a New York City agency, he now acts as an arbitrator with the Financial Industry Regulatory Authority.

Product Information
Edition
Ninth Edition
Publication date
2022-09-14
Copyright Year
2022
Pages
568
Connected eBook + Paperback
9781543847642
Connected eBook (Digital Only)
9798889064022
Subject
Wills, Trusts, and Estates
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