CHAPTER 1:
Lawyers, Estates, and Trusts


  Introduction

  § 1 Serving the Living

  § 2 An Overview of Intergenerational Wealth Transfer

  CHAPTER 2:
Intestacy


  Introduction

  § 3 Overview

  § 4 Spouses

  § 5 Other Family Members

  CHAPTER 3:
Wills


  Introduction

  § 6 Overview

  § 7 Creation

  § 8 Components

  § 9 Revocation

  § 10 Contracts Regarding Wills

  CHAPTER 4:
Private Express Trusts


  Introduction

  § 11 An Overview

  § 12 Creation

  § 13 The Size of a Beneficiary’s Interest

  § 14 Modification and Termination

  § 15 Charitable Trusts

  § 16 Trusts and Pour-Over Wills

  CHAPTER 5:
Other Nonprobate Devices


  Introduction

  § 17 Lifetime Gifts

  § 18 Joint Interests

  § 19 Life Insurance and Other Contracts

  § 20 Retirement Funds

  § 21 Using a Will to Change a Will Substitute

  CHAPTER 6:
Planning for Incapacity


  Introduction

  § 22 Property Management

  § 23 Health Care Decisionmaking

  CHAPTER 7:
Changing the Share


  Introduction

  § 24 Advancements and Gifts in Satisfaction

  § 25 Misconduct

  § 26 Assignments of Expectancies

  § 27 Disclaimers

  CHAPTER 8:
Protecting the Family


  Introduction

  § 28 Disinherited Spouses

  § 29 Omitted Family Members

  § 30 Charitable Gifts

  § 31 Public Policy Limits

  CHAPTER 9:
Present and Future Interests


  Introduction

  § 32 Why Bother?

  § 33 Present v. Future Interests: Dividing Time

  § 34 Present Interests

  § 35 Future Interests

  § 36 Putting It Together

  CHAPTER 10:
Powers of Appointment


  Introduction

  § 37 The Basics

  § 38 Creating Powers

  § 39 Exercising Powers

  § 40 Drafting Powers of Appointment

  CHAPTER 11:
Problems of Interpretation


  Introduction

  § 41 Introduction

  § 42 Independent Significance

  § 43 Class Gifts

  § 44 Special Cautions

  § 45 Changes After Drafting: People

  § 46 Changes After Drafting: Property

  CHAPTER 12:
The Rule Against Perpetuities


  Introduction

  § 48 A Framework for Analysis

  § 49 Craziness: If Anything Can Go Wrong

  § 50 Class Gifts

  § 51 Powers of Appointment

  § 52 Savings Clauses

  § 53 Reform

  CHAPTER 13:
Problems of Administration


  Introduction

  § 55 Relationships with Beneficiaries

  § 56 Managerial Issues

  § 57 Drafting: Powers and Duties

  § 58 Remedies

  CHAPTER 14:
A Sketch of Federal Wealth Transfer Taxes


  Introduction

  § 60 A Unified System

  § 61 The Gift Tax

  § 62 The Estate Tax

  § 63 The Generation-Skipping Transfer Tax

  CHAPTER 15:
Looking Ahead




[Back to Top]

Terms & Conditions
Copyright © 2003 LexisNexis, a division of Reed Elsevier Inc. All rights reserved.