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Overview
“Wills, Trusts, and Estate Administration,” 10th Edition guides students through the basics of estate planning using wills and trusts.
This comprehensive resource in paralegal education familiarizes learners with the latest laws and procedures, including the Uniform Probate Code, the new Uniform Electronic Wills Act, and the Uniform Partition of Heirs' Property Act.
Featuring visually driven content, detailed exhibits, and a student-friendly writing style, this edition explores substantive probate law, procedural law, tax implications, ethical considerations, and the important role of paralegals and other legal professionals.
Throughout this edition, students analyze the latest laws, court procedures, tax implications, and ethical choices. Case summaries, state-specific examples, practical assignments, and detailed documents help students prepare for success as paralegals.
MindTap is Cengage’s Learning Platform with resources that help reinforce key concepts through engaging activities and assessment tools — supporting learning, improving retention, and helping instructors simplify their teaching.
- Updated learning objectives and new chapter summaries help students focus on important concepts and skills, supporting a meaningful learning experience.
- Practical activities show how AI tools support estate administration tasks, helping students develop legal analysis and an understanding of AI's role in modern practice.
- Students learn how evolving laws shape estate practice, while updated statutes, clauses, and tax forms build confidence with estate-planning documents and procedures.
- MindTap is Cengage’s Learning Platform that combines trusted content, customizable assignments, and intuitive teaching tools to help you prepare students for what’s next.
- Content and scenarios reflect the diversity of modern clients so students can serve individuals from a range of backgrounds.
- Students compare simplified and full estate administration procedures by using an appendix with a complete relief from administration example, helping them build experience.
- Students strengthen critical-thinking skills and apply concepts using learning tools, real cases, and activities with terms and questions that support their success.
- Ethical Issue features highlight challenges in estate law, helping students develop critical thinking and professional judgment to make sound decisions in their careers.
2. The Concept of Property Related to Wills, Trusts, and Estate Administration.
3. The Law of Succession: Death Testate or Intestate.
4. Wills: Validity Requirements, Modification, Revocation, and Contests.
5. Preparation to Draft a Will: Checklists and the Conference with the Client.
6. Final Draft and Execution of a Valid Will.
7. The Participants and the Proper Court.
8. Personal Representatives: Types, Pre-Probate Duties, and Appointment.
9. Probate and Estate Administration.
10. Informal Probate Administration.
11. Tax Considerations in the Administration of Estates.
12. Introduction to Trusts.
13. Classification of Trusts, the Living Trust, and Other Special Trusts.
14. Estate Planning.
15. Long-Term Care.
Appendix A: Sample Forms
Appendix B: Sample Marital Deduction Testamentary Trust.
Glossary.
Index.