Chapter 1: The Estate Plan and the Purpose and Need for a Will. Chapter 2: The Concept of Property Related to Wills, Trusts, and Estate Administration. Chapter 3: The Participants and the Proper Court. Chapter 4: The Law of Succession: Death Testate or Intestate. Chapter 5: Wills: Validity Requirements, Modification, Revocation, and Contests. Chapter 6: Preparation to Draft a Will: Checklists and the Conference with the Client. Chapter 7: Final Draft and execution of a Valid Will. Chapter 8: Introduction to Trusts. Chapter 9: Classification of Trusts, the Living Trust, and Other Special Trusts. Chapter 10: Estate Planning. Chapter 11: Long-Term Care. Chapter 12: Personal Representatives: Types, Pre-Probate Duties, and Appointment. Chapter 13: Probate and Estate Administration. Chapter 14: Informal Probate Administration. Chapter 15: Tax Considerations in the Administration of Estates. Chapter 16: Ethical Principles Relevant to Practicing Paralegals and Legal Assistants.
Key Terms. Review Questions. Case Problems. Notes. Appendixes. A. Sample Forms A1. B. Sample Marital Deduction Testamentary. Trust A183. Glossary. Index
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