With a focus on practice and portfolio development, this book provides a detailed approach to the substantive
law of estate planning and administration. It includes examples of a variety of documents and step-by-step instruction
on their preparation. Each chapter includes practitioner-oriented assignments (role-playing activities, research
assignments, portfolio assignments etc.) and coverage of estate planning and estate administration is balanced
throughout. A separate chapter is devoted to tax law and offers a closer look at this more complicated area of
the law.
Table of Contents
1. Wealth, Property, and Estates
2. Intestate Succession
3. Basic Estate Planning
4. Drafting a Basic Will
5. Trusts
6. Overview of Estate Administration and the Personal Representative
7. Step One�Issuance of the Letters of Appointment
8. Step Two�Inventory and Appraisal; Step Three�Creditors� Claims
9. Step Four�Tax Documents
10. Step Five�Final Account; Step Six�Closing the Estate; Additional Estate Administration
