Estate and Trust Planning - Jeffrey N Pennell cover
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Estate and Trust Planning - Jeffrey N Pennell

by Jeffrey N Pennell

ISBN
9781590315668
Publisher
American Bar Association
Condition
$135.99 one-time purchase · 15% restocking fee on returns

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Description

Estate and Trust Planning Jeffrey N Pennell ISBN 9781590315668

Gain a clear understanding of the substantive rules and guiding policies of wills, trusts, and estates, and learn how to apply them effectively in practice. This practical guide to the law of donative transfers navigates the complex terminology, rules, and policy considerations that arise in wealth transfer planning. It explains how estate planners use these tools and walks you through their practical application in an estate planning practice.

Written in clear, concise language, the book covers the fundamentals of wills, trusts, and estates, including:

  • Distribution of property when a decedent dies intestate

  • Requirements for validly executing a will

  • Grounds and procedures for contesting a will

  • Revocation, interpretation, and construction of wills

  • Property transfers by will substitutes

  • Limits on a property owner’s freedom to transfer property

  • Creation and operation of trusts

  • Powers of appointment

  • Future interests in wills and trusts

  • The Rule Against Perpetuities

  • Duties of fiduciaries administering estates and trusts

  • Planning for incapacity

  • Ethics for estate planners

  • Wealth transfer taxation and income taxation of trusts, estates, grantors, and beneficiaries

The book also addresses relevant statutory and common law rules for resolving disputes over wealth transfers, along with the planning implications such controversies create. It highlights affirmative planning strategies and other practical considerations to guide estate planners in making informed decisions.

Estate and Trust Planning Jeffrey N Pennell ISBN 9781590315668, 978-1590315668 & 978-15903-15668

Authors
Jeffrey N Pennell
Alan Newman

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