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Protect your clients' assets and shield their estates from increased taxation brought about by changing tax laws. This book can help you to understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. It provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. In addition, you will also learn how to prepare federal Form 1041, US Income Tax Return for Estates and Trusts. Key topics covered include: How are trusts and estates taxed under the internal revenue code? What is a trust? What is a "simple trust?" What is a "complex trust?" How is the "income" of a trust or estate defined for tax purposes? What are the ordinary deductions and credits allowed? How is the "deduction for distributions" to beneficiaries determined? How are trust and estate beneficiaries taxed? What is a "grantor trust" and how is it taxed? How to prepare Form 1041.

The Sixth Edition of Sterk and Leslie's Estates and Trusts modernizes a classic book to reflect important changes in the field. The new edition includes: Expanded discussion of trust decanting and directed trusts, including excerpts from the new Uniform Trust Decanting Act and Uniform Directed Trusts Act Eleven new principal cases decided since 2015, including: Estate of Prince (applying the presumption of paternity to reject claims by persons claiming to be blood relatives of the renowned singer) Aoki v. Aoki (upholding releases of powers of appointment in the estate plan of the founder of the Benihana restaurant chain) Minnesota Life v. Rings (reconciling simultaneous death statutes with language in a beneficiary designation form) Trust of Shire (construing the trust modification provisions of the UTC) Pikula v. Department of Social Services (upholding a discretionary trust as a supplemental needs trust A completely rewritten--and brief--introduction to the federal estate tax, reflecting the current provisions of the code

The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy

Blattmachr on Income Taxation of Estates and Trusts offers today's most comprehensive treatment of how the I.R.C. taxes estates and trusts in light of recent legislative, regulatory, and judicial developments.

This law school textbook explores the basic doctrines and planning techniques that modern lawyers must master to assist clients with estate planning, draft implementing documents, and advise fiduciaries and clients on the proper administration of estates and trusts. A hypothetical client family is used to explore the human aspects of estate planning and to illustrate estate planning issues most likely to arise at particular stages of a client's life. Textual material is designed to be self-explanatory, so that teachers are free to use classroom time to explore planning and drafting techniques and policy considerations more fully.

Wills, Trusts and Estates for the D.C. Area Practitioner is a one-volume practice guide with expert analysis and nearly every form an attorney needs for probate law, estate planning and administration in Washington D.C., Maryland or Virginia. This treatise includes a wide variety of clauses that are basic forms for a will and collateral disposition and management matters. The clauses are divided by category and are followed by extensive commentary and detailed annotations with the specific characteristics of the local law on that subject. Subscription includes Forms on Disk. The forms include: • a will preparation checklist and client interview sheet • living wills for the District of Columbia and Maryland • health care power of attorney forms for the District of Columbia, Maryland and Virginia • timetables for estate administration in the District of Columbia, Maryland and Virginia

The classic legal guide to wills, estates, and trusts—with more than 100,000 copies in print—now substantially updated and revised! Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, & Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised fourth edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr. synthesizes his decades of field and classroom experience into honest, clear, and entertaining explanations of a host of complex legal topics, including: • how to create a will and living trust • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. This is the only legal guide readers will ever need to ensure that their money and holdings remain in the family.

Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Written by well-recognized scholars in the field, Wills, Trusts, and Estates: The Essentials by Reid Weisbord, David Horton, and Steven Urice provides a unique platform for teaching Trusts and Estates as an accessible, engaging area of the law. As its title implies, Essentials covers only the core legal doctrines and does so in a concise, straightforward format that focuses on practical application rather than theory. The organizational structure of each chapter facilitates student learning by providing: (1) a clear explanation of the doctrine in plain English, (2) an excerpt of relevant statutory authority where applicable, (3) an illustration of the doctrine through a carefully-selected judicial opinion, and (4) an application of the doctrine in a problem set. Each judicial opinion is followed by a series of questions, as well as narrative answers to each question. The problem sets, which are heavily emphasized, simulate the practice of law in a realistic T&E setting. Key Features: Makes a challenging course uniquely accessible. Plain English explanation of legal doctrine at the beginning of each section helps ensures students have a basic foundation of substantive knowledge, allowing the professor to focus classroom discussion on applying the doctrine. Delivers well-edited judicial opinions in a format that allows students to achieve mastery of the materials before entering the classroom. Emphasizes problem-solving through detailed problem sets that allow students to apply newly learned legal doctrine to real-world situations. Offers concise, yet comprehensive coverage. All core Trusts & Estates topics are covered in fewer than 650 pages.

Rev. ed. of : Ritchie, Alford & Effland's estates and trusts. 1998.

Basic Wills, Trusts and Estates for Paralegals, Fourth Edition, The concise text designed as an overview of wills, trusts, and estates for paralegal students, has been thoroughly updated to reflect changes in both state and federal materials. Written specifically with the paralegal student in mind, this user-friendly text provides: A quick, simple, and straightforward introduction to all of the basics of wills, trusts, and estates law Comprehensive coverage of the key topics, including a review of the sources of property law, trusts, and taxes Clearly written text and lively examples to help students Understand The law Helpful guidance on how to draft wills and trusts documents A step-by-step review of how to complete the entire federal estate tax return A final chapter with a state-by-state analysis of trust and estate law Continuing examples describing four different families that give students a helpful point of reference in learning the intricacies of estate planning Well-developed learning and teaching aids: chapter overviews, highlighted examples, key terms, review questions, sample clauses for analysis, edited cases, chapter summaries, and end-of-chapter exercises An appendix with useful forms A manageable length that makes this book ideal for shorter courses Completely updated, The Fourth Edition includes: New chapter questions Updated state-specific material in the final chapter Updated tax materials, including the new federal tax form New and updated forms in the appendix Comprehensive and practical, this manageable text conveys everything paralegal students need to know about wills, trusts, and estates without overwhelming them. an instructor website to support classroom instruction using this title is available at www.aspenlawschool.com/helewitz_wills4 .

The Second Edition of this popular study guide contains all of the entries and examples - as well as the Master Word List - which made it so successful in its first edition. In addition, it includes complete references to the Uniform Probate Code, including explanations of the Code's most recent changes and a comprehensive UPC table for cross-references. Now, teachers who either emphasize or only touch on the UPC can be assured that if there is a UPC section relevant to any term or concept in the book, it will be referred to by section number and, where appropriate, summarized in the pertinent entry. Thorough coverage in an efficient format...This succinct but substantive overview presents: lucid explanations of essential terms, concepts, and doctrines helpful examples that clarify important concepts diagrams and charts to supplement the text Revised, strengthened, and improved... A number of changes have been made to further maximize the accessibility of the material including: new entries reflecting those terms and concepts that have become essential to the subject of estates and trusts in the last few years such as: Supplemental (or Special Needs Trust) The Durable Power of Attorney for Health Care Uniform Statutory Rule Against Perpetuities a Uniform Probate Code Table that shows where each reference to the Code can be found the first sentence of each definition is now italicized for greater convenience In short, this respected quick-reference work has become even more conmprehensive and useful without sacrificing the basic structure and teachers alike. You can recommend this book with confidence, knowing your students are getting a high-quality reference that compliments your other course materials.

Wills, Trusts, and Estates retains the late Jesse Dukeminier's unique blend of wit, erudition, insight, and playfulness while covering all the key topics in a logical, clear organization. Interesting cases--not only fun to read, but fun to teach as well--are enhanced and connected to broader legal principles by well-written notes, questions, and problems. The Ninth Edition introduces a completely new, two-color design for a clearer presentation of core material and didactic imagery. Shaded box "sidebars" insert context, background, and real-life examples throughout the text. Improved organization consolidates the material into blocks that follow an orderly and logical progression. An introductory chapter on trusts appears before nonprobate transfers, providing much-needed context for revocable trusts as will substitutes. Reorganization enhances the revised material on nonprobate transfers and trust administration, creditor's rights, trust modification, probate transfers, spousal and children's shares, and trusts. The Ninth Edition features the latest developments in statutes, law reform projects, scholarly writing, and cases, such as those on revocable trusts and harmless error in will execution. Relevant uniform law activity is discussed, including the new Uniform Premarital and Marital Agreements Act, and attention is paid to the finalization of the new Restatements on Property and Trusts. Updates to the social science work on inheritance and intestacy are presented. Attention is paid to developments affecting inheritance among same-sex partners. Features: retains the late Jesse Dukeminier's unique blend of wit, erudition, insight, and playfulness covers all the key topics in a logical, clear organization interesting cases that are not only fun to read, but fun to teach as well cases enhanced and connected to broader legal principles by well-written notes, questions, and problems Thoroughly updated, the revised Ninth Edition presents: a completely new, two-color design two colors make a clearer presentation of core material and didactic imagery shaded box "sidebars" insert context, background, and real-life examples improved organization consolidates the material on wills, trusts, and nonprobate transfers into blocks that follow an orderly and logical progression an introductory chapter on trusts appears before nonprobate transfers, providing much-needed context for revocable trusts as will substitutes thorough revision and reorganization of the material on nonprobate transfers and trust administration, creditor's rights, and trust modification revision and reorganization of chapters on probate transfers, spousal and children's shares, and trusts the latest developments in cases, statutes, law reform projects, and scholarly writing new developments in cases, such as revocable trusts and harmless error in will execution relevant coverage of uniform law activity, including the new Uniform Premarital and Marital Agreements Act finalization of the new Restatements on Property and Trusts.

Hailed as one of the best casebooks in legal education, the text combines interesting cases, thoughtful analysis, notes, images, and a clear organization for an excellent teaching tool. Retaining the late Jesse Dukeminier’s blend of wit, erudition, and playfulness, the Tenth Edition uses cartoons, illustrations, case documents, and photographs to provide visual commentary that augments the wide-ranging cases and other readings. Sidebars on relevant but unique persons, places, and events provide thought-provoking and fascinating context. This casebook is not only fun to read, but fun for professors to teach. New to the Tenth Edition: All new section on electronic or digital wills and the emerging case law that has begun to accept them All new section on trust decanting, now recognized in 25 states, with attention to the breadth of statutory and case law treatments of decanting Reworked coverage of same-sex marriage in light of Obergefell v. Hodges and refreshed treatment of inheritance rights for cohabiting unmarried partners Updated and expanded coverage of wealth and income inequality Refreshed treatment, with updated case law, on undue influence Attention to new case law and statutory developments in will execution and reformation of wills for mistake Revised and clarified coverage of revocable trusts and other nonprobate transfers and the difficult relationship of state wealth transfer law with federal pension law Updated treatment of trust fiduciary law, including new case law and statutory developments on directed trusts, waiver of fiduciary duties, and trust investment law Revised treatment of creditor rights to beneficial interests in trust, with attention to choice-of-law rules and growing statutory recognition of self-settled asset protection trusts