Wills, Trusts, and Estates: Essential Tools for the New York Paralegal
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In Wills, Trusts, and Estates: Essential Tools for the New York Paralegal, the author Cooper covers everything from basic terminology to tax considerations - with examples and experts tips drawn from her twenty-plus years of experience in New York practice. Students learn everything they need to handle an actual estate from beginning to end. And they get more than just better professional training. With its state-specific rules, forms, and references sources, this new text will serve as a valuable desk reference throughout their academic and paralegal careers
A complete course-length introduction to New York wills, trusts, and estates covers basic terminology; interstate administration; probate proceedings; litigation; jurisdiction and venue; fiduciary duties and responsibilities; trusts; and tax considerations;
Expert instruction in paralegal costs and skills explains the role of the paralegal at each stage of administration, estate planning, and litigation, enabling students to handle an estate from beginning to end;
The trusts chapter provides profession-level detail on the various types of trusts under New York law, along with everything the paralegal needs to know about interests in trust;
A separate chapter on ethics ensures that students grasp the ethical responsibilities of both attorneys and paralegals with regard to trusts and estates;
Case synopses and chapter pedagogy help students understand, practice, and retain the material in each chapter, with charts and diagrams, sidebars, highlighted examples, and review exercises;
A final chapter on paralegal resources provides a reference guide to current software, books, websites, and other tools for the New York paralegal;
Three appendices with state-level resources contain sample of New York forms and documents; ethics codes; and surrogate's courts throughout the state.
Essential Terms and Definitions Utilized in Surrogate's Court Practice;
The Elective Share Statute;
Probate of Wills;
Contested Probate Proceedings;
Revocation of Wills;
Joint Wills and Mutual Wills;
Jurisdiction and Power of the Surrogate's Court;
Venue of Surrogate's Court Preceedings;
Fiduciary Duties in Administering an Estate;
Ethical Isses Confronting the Paralegal;
Resources for the Practicing Paralegal;
Appendix of Forms;
Surrogate's Courts throughout the State.
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|Edition||3rd ed., 2011|