Estate and Trust Planning

Document Type

Book

Publication Date

2005

Abstract

Estate and Trust Planning is a comprehensive guide that navigates the complexities of donative transfers, focusing on the substantive rules and policies governing wills, trusts, and estates. The book elucidates the terminology, legal frameworks, and policy considerations involved in wealth transfers. It offers practical insights into estate planning tools and their application in legal practice. Key topics include intestacy laws, will execution and contestation, revocation, interpretation of wills, will substitutes, limitations on property disposition, trust creation and administration, powers of appointment, future interests, the Rule Against Perpetuities, fiduciary duties, planning for incapacity, ethical considerations in estate planning, and taxation aspects related to wealth transfers. The authors address both statutory and common law perspectives, providing planners with strategies for effective estate and trust planning.

Comments

Publisher : American Bar Association

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