Principles of wills, trusts and estates / by William M. Mcgovern, Sheldon F. Kurtz, David M. English.
2012
KF755 .M342 2012 (Map It)
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Details
Author
Title
Principles of wills, trusts and estates / by William M. Mcgovern, Sheldon F. Kurtz, David M. English.
Published
St. Paul, MN : West, [2012]
Copyright
©2012
Call Number
KF755 .M342 2012
Edition
Second edition.
Spine Title
Wills, trusts & estates
ISBN
0314273573
9780314273574
9780314273574
Description
x, 885 pages ; 24 cm.
System Control No.
(OCoLC)757469685
Bibliography, etc. Note
Includes bibliographical references and index.
Series
Record Appears in
Variant Title
Wills, trusts and estates
Added Author
Table of Contents
ch. 1
Terminology and Choice of Law
1
1.1.
Terminology
1
1.2.
Conflict of Laws
29
1.3.
Change in the Law
39
ch. 2
Intestate Succession
51
2.1.
The Surviving Spouse's Share
51
2.2.
Relative
56
2.3.
General Aspects of Intestacy: Statutory Wills
68
2.4.
Gifts to "Heirs"
71
2.5.
Recovery for Wrongful Death [See Hornbook]
75
2.6.
Advancements
75
2.7.
Homicide
81
2.8.
Disclaimer
90
2.9.
Nonmarital Children
101
2.10.
Adoption
113
2.11.
ART Children
125
2.12.
Spouses
130
ch. 3
Limits on Testamentary Power
145
3.1.
Policy Considerations
145
3.2.
History and Comparative Law [See Hornbook]
153
3.3.
Survival of Claims for Support
153
3.4.
Family Allowance and Homestead
157
3.5.
Pretermitted Heirs
162
3.6.
Omitted Spouse
168
3.7.
Elective Share
172
3.8.
Community Property
186
3.9.
Waivers
200
3.10.
Negative Limitations
208
ch. 4
Formalities
215
4.1.
History and Policy
215
4.2.
Signature
221
4.3.
Witnesses
224
4.4.
Holographic and Oral Wills
233
4.5.
Formalities for Gifts
239
4.6.
Trusts
252
4.7.
Payable-on-Death Contracts
263
4.8.
Joint Tenancy
266
4.9.
Contracts to Make Wills
271
ch. 5
Revocation, Gifts, and Will Substitutes
283
5.1.
Subsequent Instrument
283
5.2.
Physical Act
286
5.3.
Revival and Dependent Relative Revocation
293
5.4.
Divorce
297
5.5.
Will Substitutes
300
ch. 6
Extrinsic Evidence
313
6.1.
Wills: Mistake and Ambiguity
313
6.2.
Integration, Incorporation by Reference, Facts of Independent Significance, and Pour-Over Wills
328
6.3.
Will Substitutes
335
6.4.
Deeds of Land: Reformation, Constructive and Resulting Trusts [See Hornbook]
341
ch. 7
Incapacity and Undue Influence
341
7.1.
Incapacity
341
7.2.
Conservatorship and Durable Powers of Attorney
347
7.3.
Undue Influence
354
7.4.
Role of Lawyers
362
ch. 8
Ademption, Abatement and Lapse
371
8.1.
Classification of Legacies
371
8.2.
Ademption
372
8.3.
Increases
383
8.4.
Abatement
384
8.5.
Lapse
390
ch. 9
Trusts
407
9.1.
Introduction
407
9.2.
The Uniform Trust Code
410
9.3.
Creation of Trusts
413
9.4.
The Revocable Trust
421
9.5.
Revocable Trust Alternatives
428
9.6.
Principal and Income
435
9.7.
Discretionary Trusts
442
9.8.
Spendthrift Provisions and Creditor Claims
452
9.9.
Modification and Termination of Trusts
463
9.10.
Charitable Trusts
474
ch. 10
Future Interests
489
10.1.
Conditions of Survival
489
10.2.
Rule of Convenience
499
10.3.
Gifts to Heirs
503
10.4.
Continuing Effect of Old Rules
506
10.5.
Powers of Appointment
510
ch. 11
The Rule Against Perpetuities
525
11.1.
History and Policy of the Rule
525
11.2.
Operation of the Rule
531
11.3.
Planning to Avoid the Rule
537
11.4.
Modern Reforms
539
11.5.
Powers and the Rule
543
11.6.
Gifts to Charity; Reversionary Interests
546
11.7.
Commercial Transactions
549
11.8.
Restraints on Alienation
551
11.9.
Accumulations
555
ch. 12
Fiduciary Duties and Administration
559
12.1.
Duty of Loyalty
559
12.2.
Investments
566
12.3.
Duty to Inform and Account
577
12.4.
Other Duties
586
12.5.
Administrative Powers
592
12.6.
Selection of Fiduciary
598
12.7.
Compensation
610
12.8.
Remedies of Beneficiaries
620
12.9.
Relationships With Third Parties
636
ch. 13
Probate Issues
645
13.1.
Probate Process
645
13.2.
Necessity for Administration
651
13.3.
Will Contests
656
13.4.
Ancillary Administration
664
13.5.
Claims Against Estate
668
13.6.
Claims Against Nonprobate Assets
674
ch. 14
Planning for Incapacity
679
14.1.
Introduction
679
14.2.
Guardianship
680
14.3.
The Durable Power of Attorney
684
14.4.
End-of-Life Decision Making
688
14.5.
Advance Health-Care Directives
693
14.6.
Family Consent Laws
696
14.7.
Anatomical Gifts
697
ch. 15
Overview of the Federal Tax Laws Relating to Estates and Trusts
701
15.1.
Introduction
701
15.2.
Income Taxation of Gifts and Bequests and Basis of Gifted and Inherited Property
703
15.3.
Gift Tax
706
15.4.
The Estate Tax
720
15.5.
Generation Skipping Transfer Tax
751
15.6.
Income Taxation of Estates and Trusts
761
15.7.
Income Taxation of Grantor Trusts
766
Table of Cases
773
Table of Uniform Probate Code Sections
851
Table of Uniform Trust Code Sections
857
Table of Restatement References
861
Index
871