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About the Book

Basic Wills, Trusts, and Estates for Paralegals 7E

Front Cover - Basic Wills, Trusts, and Estates for Paralegals 7E

Seventh Edition


Jeffrey A. Helewitz

2017. 576 pages. ISBN: 978-1-4548-7344-0. Teacher's Manual with Test Bank and PowerPoint slides included.

About the Book

A leading text in its field, Basic Wills, Trusts, and Estates for Paralegals focuses on a paralegal’s role in practice. Introductions, explanations, instructions, and study aids ensure that students learn and remember concepts and skills that will prove essential to their work as paralegals.

Respected by instructors and popular with students, Basic Wills, Trusts and Estates for Paralegals features: 
• A straightforward introduction that provides a student-friendly orientation to the subject
• Complete, succinct coverage of key topics
• A review of the sources of property law, trusts, and taxes
• A helpful guide to drafting wills and trusts documents
• Step-by-step instruction for completing the entire federal estate tax return
• State-by-state analysis of trust and estate law
• Four client examples used throughout the text that provide an accessible structure and illustrate the intricacies of estate planning
• Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises
• Latest sample forms in the Appendix
• A manageable length that makes this book ideal for shorter courses

The carefully revised Seventh Edition includes: 
• The impact of Obergefell v. Hodges on wills and trusts
• Changes to WTE tax law
• The legal status of children born after the death of one or both parents (because their parents’ eggs, sperm, or fertilized eggs were frozen)
• Disclaimer trusts, asset protection trusts, qualified personal residence trusts, and dynasty trusts 
• Mediation as an alternative to probate court
• The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015
• Introduction of new self-test quizzes at the end of each chapter

Preface / Sample Chapters