Basic Wills, Trusts, and Estates for Paralegals, authored by Jeffrey A. Helewitz and published in its 7th edition on September 16, 2016, is a comprehensive guide designed specifically for paralegal students and professionals. This text offers an accessible introduction to the field of wills, trusts, and estates law, ensuring that readers grasp essential concepts and skills necessary for their work. The book features clear introductions, detailed explanations, instructional content, and study aids that facilitate effective learning.
Key topics covered include a review of property law sources, trust creation and management, estate tax considerations, and state-specific laws governing estates and trusts. Students will benefit from step-by-step instructions for drafting legal documents such as wills and trusts, as well as guidance on completing the federal estate tax return. The book uses four client examples throughout to demystify complex estate planning processes, making the subject matter more relatable.
Enhanced with chapter overviews, key terms definitions, review questions, sample clauses, edited cases, summaries, and end-of-chapter exercises, this textbook ensures thorough understanding and retention. The latest sample forms are included in an appendix, providing practical tools for application. With its manageable length, the book is ideal for shorter courses while still offering comprehensive coverage of essential topics.
