Product Description
This casebook covers the law of real estate planning and is supported by a Teacher's Manual and Problem and Statutory Supplement. Specific topics include the acquisition, disposition, financing, development and operation of real estate. ... Read more

Product Description
The completely revised and greatly expanded 5th edition of Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death discusses all the steps that parents should take to assure a secure and happy life for their disabled son or daughter. ... Read more

Customer Reviews (2)

Future Care of Your Disabled Child
"This book addresses a variety of issues related to planning for a child with a disability, including special needs trusts, guardianships, government benefits programs, and taxes.It focuses on the importance of developing a comprehensive life plan for the child and is written on a level that is fairly easy to understand.Because this book was published in 1995, information gathered from it may need to be updated according to more recent changes in the law."
I deducted one star for the publication date (1995), but the overall info is invaluable for someone facing this situation.

Amazing Book on Future Planning
I just wanted to share this book with those who may be interested.It is so detailed - I have never seen so much information in one place in my entire life about future planning for a child with a disability.The first section just blew me away - the second and third - same thing.I look forward to finishing the remaining 400 pages of this whopper of a book (which is 642 pages in length).This book has already answered every single question that I've ever had about the future, in regards to my son, who has Autism.I would venture to say that the education that I have received in the first 240 pages makes it worth every single penny - and then some.Everything from the differences in housing options to caregiver options to community living to managing finances to specifying your child's joys so that they may continue after your death (even down to writing a letter of intent which specifies that your child likes to bowl or go to the movies!).Over and over again I've seen the authors stress how important it is to GET INPUT FROM THE PERSON WITH THE DISABILITY and to TELL THE PEOPLE WHO YOU EXPECT TO CARE FOR YOUR CHILD about your decisions, which involve them.Readers are prodded to write a "letter of intent" and to revise it each year so that it's always current and changes with the needs of your child.The book is expensive but if you're looking into this topic, I would highly recommend making this purchase before consulting an attorney or hiring someone blindly.Please note that this is not my "formal" review but is my way of sharing this book NOW instead of waiting until I'm completely finished.
Jackie D. Igafo-Te'o, Bridges4Kids ... Read more

Product Description
Retaining the late Jesse Dukeminier's signature blend of wit, erudition, insight, and playfulness, Wills, Trusts, and Estates, now in its Eighth Edition, continues to offer interesting cases, well written notes, and a logical organization. A stellar example of a great casebook, Wills, Trusts, and Estates features: Eminently clear presentation of topics; Comprehensive substantive coverage; Inspired case selection; Engaging notes, questions, and problems that connect and highlight legal themes and principles; Humorous and illustrative cartoons, art, photographs, and other images; With many new and revised notes, questions, and problems, the carefully updated Eighth Edition explores: New developments in law reform by the ALI and NCCUSL, such as: The 2008 Amendments to the Uniform Probate Code, including validation of notarized wills, reformation of wills for mistake, and a reworking of the spousal share; The Uniform Power of Attorney Act; Further progress in the Restatement (Third) of Trusts and Restatement (Third) of Property; Ongoing developments in the law, in such areas as: Inheritance rights for same-sex partners; The posthumous right of publicity; The power of an agent to alter an incompetent principal's estate plan; Liberalized rules of trust modification and termination, and of trustee removal; Standing for donors in suits against the trustees of charitable trusts; Perpetual trusts and self-settled asset protection trusts; Increasingly important topics such as: The movement to cure will execution defects and reform mistakes in wills; Fiduciary administration and trust investment law; Will contests, particularly the law of capacity and insane delusion.

Co-authors Robert Sitkoff and James Lindgren took great care to preserve the voice and spirit of Jesse Dukeminier, while fulfilling the trust and expectation among users for timely and relevant coverage, cases, and note material. ... Read more

Customer Reviews (3)

Excellent Trusts & Estates text
Dukeminier's text is among the better I've bought for class; the cases are interesting, the commentary & after-case notes are clear and often illustrate interesting departures from the majority rule.This is one of the few I won't resell.

One of the best textbooks I have used for law school
This is a great textbook.It nicely balances foundational materials with the cases.The layout of the book makes for an easy outline.The rules are clear and thoroughly laid out in each section - I barely needed the supplements I bought.

I looked at someone's outline based on the last version of the text and there were a lot of cases that were missing and UPC sections that were incorrect.I did not compare books side by side but my prof. focused a lot on the things that have recently changed so the old version of the text would not have been that helpful for our class.

Unnecessary update
This book is a good book, but the update is not needed.My friend next to me in class has the seventh edition of this text and comparing the eighth edition to the previous it is obvious that the publisher is just going after more money.So few pages have been updated, so few cases have been added, they could have easily issued a paperback supplement to the seventh edition and saved students money.Putting my objections to how the textbook industry operates aside, this book is a decent read.The authors do a good job of explaining the law and the cases are edited fairly well.I'm in my third year of law school and have had several different texts by now.I would place this one on the better end.The text itself - 7 of 10.Was it a necessary update - 0 of 10. ... Read more

Product Description

PLI-s Tax and Estate Planning with Real Estate, Partnerships and LLCs provides you with clear, useful insight into estate planning, asset protection, and charitable giving using real estate, real estate partnerships, and LLCs.

Customer Reviews (1)

Excellent resource for experienced practitioiners
This book is an excellent resource for real estate, tax, and estate planning practitioners.It is filled with specific code cites and planning tips which can benefit your clients.The table of contents is set up so that you can easily find what you are looking for.However, this book is not an easy read.One must be at least minimally versed in tax and real estate law for this resource to be of any efficient use. ... Read more

Product Description
Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advice, including:

* How to raise cash for immediate estate expenses
* Dealing with insurance claims
* Knowing when to hire a lawyer, an accountant, and a stock broker
* Managing real estate
* Distributing assets
And much more...
... Read more

Customer Reviews (9)

Customer satifaction
Meet and exceeded my expecations.Well satified, shipped fast and well packed
Period

I never received the order that I paid for.Where is it?
I never received this item which I ordered in the Spring of 2009.It was paid for but never delivered.If this is the manner in which this vendor conducts business I would avoid doing business with them.

Into the Abyss
This book is helpful in one way only - making the job of being an executor appear so frightful that no one in their right mind would ever accept it. Not the combined imaginations of Dickens (Bleak House) and Kafka (The Trial) could paint a picture as awful as these two authors (both lawyers - surprise!); the courts,lawyers, beneficiaries, and the IRS all wait like vultures for the executor to make any one of thousands of possible mistakes.I don't know how many times the authors write of the "personal liability" awaiting the executor if this or that is or is not done in a timely manner, yet with all due deliberation.The book may,in fact, be a good one; it may take the reader like Virgil takes Dante into the bowels of a new and terrible hell.Indeed, the book's main thesis may well be "abandon hope, ye who enter here."

I'm glad I bought this book!
I will probably be asked in the next few yearsto be an executor, but, asis mentioned in this book's introduction, "You know generally that anexecutor is someone who handles the affairs of a deceased person, but youhave no idea how to get the job done." After reading this book, youknow that the first thing to do after the funeral is to hire an estateattorney to tell youwhat must be done. The book also mentions that itmight be possible to totally avoid probate, which could greatly simplifythings and save money.This book stresses that there is no need to tryto be a do-it-yourself executor. You're definitely going to consult with alawyer to see what the current estate laws are in your area, and you mightneed to also hire other professionals, but these people should all remainhired hands; the executor must stay in command.I didn't expect thisbook to give the estate-law quirks for all fifty states; you might findthat some of what it says doesn't apply in your state. It's still a verygood introduction to being an executor, and it let me know that an executordoesn't have to be totally helpless in legal land. That in itself is worththe book's cost!

One Of The Best
I have read six different books concerning wills, probate, and trusts in the past few months.Of the books that I have read, this is clearly the best.All of the standard stuff is here - except the constant reminders bythe authors to hire an attorney.Unlike nearly all the other books, theauthors do not talk-down to readers.The language was never toosimple-minded and only in a few cases did I have to read a paragraph againto determine its meaning.The authors give hints and insights which I didnot find in the other books.And the book contains the best explanation Ihave read concerning why trying to determine and report the lowest possiblevalue of estate assets is not always the best idea.I do not plan to diefor several years.If I could give to my future executor only one book,this would be it.I miss only estate/probate information about each state. Therefore, I am still confused about the interrelationship between stateestate reporting and taxes and federal ones.Essentially, everythingdepends on the value of the taxable estate.If 20% of the readers of thisbook do so in anticipation of a death, my bet is that only 1% of those willhave a taxable estate over $1 million.And those people not having amillion-dollar estate (after 2006) will not need to pay federal estatetaxes - thereby eliminating the need for most of the book.First-timeexecutors reading the book because of immediate need and suspecting ataxable estate value more than $675,000 will be able to afford to hire alawyer to do the (subjectively) most difficult parts of the job. ... Read more

Product Description
The book's aim is to draw together the economics literature relating to planning and set it out systematically. It analyses the economics of land use planning and the relationship between economics and planning and addresses questions like: What are the limits of land use planning and the extent of its objectives?; Is the aim aesthetic?; Is it efficiency?; Is it to ensure equity?; Or sustainability?; And if all of these aims, how should one be balanced against another? ... Read more

Product Description
Hardcover ... Read more

Product Description
The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners. ... Read more

Customer Reviews (1)

Carryover basis
I am searching for another book written by Jonathan Blattmachr in the 1980s with a title similar to "Carryover Basis".If anyone has a copy, please contact me at 404-588-7763. ... Read more

Product Description
Your Estate Matters is a book which has grown out of my weekly newspaper column. It answers, in a no-nonsense way, questions about the estate planning, taxation, estate settlement and financial issues faced by most ordinary Americans. It is not written for lawyers and accountants. It is written for average people who want to better understand their financial options and better understand what their financial advisors are trying to say. Your Estate Matters sets out to demystify confusing legal terms, describe planning techniques and offer practical down-to-earth explanations about the complicated ins and outs of estate planning and estate administration. It also includes other information that affects every family's life and pocketbook: income tax, living wills, trusts, pre-nuptial agreements, college savings, and retirement planning. The information is useful to retirees, business people, and children of aging parents as well as those planning their own estates. ... Read more

Customer Reviews (5)

Highly RecommendedLifetime Guide on How to Prepare, Preserve and Protect Your Estate Matters
Patti Spencer, Esquire, is widely recognized as an authority on estate planning matters.She has written a weekly column in the Lancaster Intelligencer Journal, "Taxing Matters" since 1999.Her book, "YOUR ESTATE MATTERS" grew out of those weekly columns.Patti is known for her "down to earth" conversational style and for using humor in presenting what most times is a dry and dull subject.Patti presents very valuable information and advice which will enable the reader to greatly incerease their knowledge on the subject.The book is easy to read and helps debunk many myths about estate planning, including the one about:if you don't have a will, the state gets everything."This book is the one resource I have found that provides practical and understandable advice and reasonings regarding estate matters.Patti has really hit a home run with this book.It is a must read for anyone, from an individual, a retiree, a business person or anyone who is getting prepared to address their estate matters.In 35 years of professional life, this is one of those valuable resources that has the potential to have a profound impact on changing the way people think about the subject of estate planning.I highly recommennd this book and will be sure that my business clients, especially those with family owned businesses, get this book and read it cover to cover.It should become a part of every business owner's business survival kit and everyone's personal library.
J. Glenn Ebersole, Jr., Founder & Chief Executive, J. G. Ebersole Associates and The Renaissance Group (TM), and author of "Glenn's Guiding Lines - Thoughts From Your Strategic Thinking Coach" Newsletter.

good organization of estate planning topics
The columns are interesting in themselves, but are much more searchable with an index and grouping by subject, starting from planning early in life, then progressing through changing needds at marraige, parenthood, retirment, and estate settlement.This is a great guide for learning about transfer of wealth and how the government is a party to it.The quotations at the beginning of some topics are a nice opeing statement to get you thinking philosophically about a subject, or just to give you a chuckle while reading an otherwise dry subject.

Helpful and Humorous
I was thrilled to find that someone finally wrote a resouce book that I can understand that answers my financial and estate planning questions!The author's sense of humor actually turned dull topics into fun reading.I recommend this book for anyone planning to see an attorney for a will or estate settlement. You'll be well prepared.

Highly Recommended
If you just came back from your lawyer and are having trouble understanding the difference between a living trust and a living will, this is the book for you! My dad used to tell me that you don't really understand something unless you can explain it to someone else.Patti can explain complex concepts like charitable trusts, remainder interests, and applicable exclusion amounts so that anyone can understand them.I particularly enjoyed the section on Estate Planning for the Family Business which included helpful discussions of how to plan for the business after the owner's retirement.

Understandable and readable
Your Estate Matters is a great introduction to the whole topic of estate planning.I started reading this with little or no knowledge regarding any of the topics...trusts, estate plans, tax strategies, etc. I feel that I now have a good, basic understanding of them.This book is accessible to all, even the non-experts, but does not talk down to the reader in any way. ... Read more

Product Description
For everyone with even modest assets in Florida to ensure financial security and peace of mind. Wills, trusts, charitable giving, living wills and other medical decisions, estate taxes, insurance, and probate. Written in clear, nontechnical language. ... Read more

Customer Reviews (2)

Estate Planning in Florida
This book,excepting 2-3 paragraphs of little value, could be entitled Estate Planning in...West Virginia, South Dakota or any other state. Florida has some unique procedures and ramifications for domiciling which are basic to financial and estate planning, which are conspicuous in this book because of their absence. I had not intended to purchase a generic primer covering various forms and documents known to all mankind. Perhaps my expectations were falsely elevated by those recommending it.

Great book - I would highly recommend it.
This is the best book yet I have read about estate planning in Florida. Very clear and thorough explanations. ... Read more

Product Description
Includes a CD-ROM, updated tax information, and more.

The 70% of Americans who don't have a will would be happy to know that most of them can complete this manageable task-as well as estate planning-without a lawyer. In fact, all they need is this guidebook, complete with an essential CD-ROM with forms for wills and estate planning. Together, the CD and the book cover everything from trusts to taxes.

*Includes a CD-ROM with simple forms for drawing wills and estate planning
*A revision and update on tax information from the last edition
*Full of everything the reader must consider and include ... Read more

Customer Reviews (1)

A GOOD FOUNDATION of KNOWLEDGE
With family members who married last year, I was looking give these newcouples a good, solid reference pertaining to WILLS and ESTATES (e.g., Wills, Trusts, Living Trusts, Durable Power of Attorney, et al).

THE COMPLETE IDIOT's GUIDE to WILLS & ESTATES (Fourth Edition) will give you that foundation of knowledge.It details the various legal entities, reviews the uses of each, and lists the pro's and con's.An excellent primer for people to talk legal-speak to lawyers (Or least understand the basis of the conversation).

For families with children, I would pair this up with THE BUSY FAMILY's Guide to ESTATE PLANNING (Hanks), published by NOLO, which provided extra details dealing with children, guardians, and extended estate planning.

Read the book, use the forms found in the CDs (found in both books), and find a good lawyer who practices in estate planning to solve your concerns.Good luck... ... Read more

Product Description
This popular study guide helps students master the complexities of wills, trusts, and estates through a combination of textual material and well-written, comprehensive examples, explanations, and questions. <b>Examples & Explanations: Wills, Trusts, and Estates, Fourth Edition,</b> provides students with the essential background and review materials they need to practice applying legal concepts to fact patterns.<p class="copymedium"><b>Among the features that make this high-quality study guide popular with both students and instructors:</b></p><ul><li class="copymedium">comprehensive coverage — the text covers intestacy, wills, and trusts, including nonprobate assets, estate administration, wealth transfer taxation (gift tax, estate tax, generation-skipping transfer tax), disability and death planning, and malpractice/professional responsibility</li><li class="copymedium">a conversational writing style that is clear, accessible, and holds students¿ interest</li><li class="copymedium">uses the <i>Examples & Explanations</i> format to help students learn in a step-by-step manner and also includes comprehensive questions, with a variety of issues in one fact situation, that are similar to those on law school and bar examinations</li><li class="copymedium">casebook correlation charts that make it easy to use the study guide with any of the seven most popular casebooks</li><li class="copymedium">a "learning by doing" approach that provides students with the opportunity to evaluate how well they can apply what they have just learned</li><li class="copymedium">practical suggestions throughout the text that enhance its pedagogical value and give students an appreciation of the how the concepts apply in the real world</li><li class="copymedium">samples of will and trust provisions and an extensively annotated model will</li><li class="copymedium">an overview of general nationwide rules</li><li class="copymedium">a comprehensive, student-friendly index that allows students to easily find the information they seek</li><li class="copymedium">tables for quick location of material relevant to the Uniform Probate Code, Uniform Trust Code, and Internal Revenue Code</li><li class="copymedium">updates available on author's website: <a href="http://www.professorbeyer.com/" target="_blank">www.ProfessorBeyer.com</a></li></ul><p class="copymedium"><b>Fine-tuned and updated, the Fourth Edition offers:</b></p><ul><li class="copymedium">materials on recent developments, including: transfer of death deeds; self-settled spendthrift trusts; Rule Against Perpetuities reform; federal gift, estate, and generation-skipping transfer tax; Uniform Trust Code; rights of same-sex partners; Medicaid planning; physician-assisted suicide</li><li class="copymedium">revised examples that reflect the updated content</li><li class="copymedium">updated casebook correlation tables reflecting new editions of the major casebooks</li></ul><p></p><p></p> ... Read more

Customer Reviews (3)

Probably Not What You're Looking For
You won't buy this book unless you're taking a law school course on trusts and estates. You want a book that will help you pass your exam. It's absurd to think that anyone else would even consider this particular book.

Sadly, no one mentioned this to Gerry Beyer. Instead of fleshing out concepts and explaining the material the way better E&E volumes do (see Glannon's brilliant Civil Procedure), Beyer just skims over the substantive material. Few topics are afforded more than a short paragraph, and his examples seem more obligatory than illustrative. He almost never references case law, even when obvious important cases warrant discussion.

With his constant preaching on the elements of good practice and superficial treatment of substantive law, it often feels like Beyer is trying to write a dummies guide to trust and estate practice. New lawyers mightappreciate his insights, if they're trying to begin practicing in this field, but law students (who, as I said, comprise the entire market for this book) would be better served by a meatier discussion of the law.

If you're trying to make up for poor study habits in the week before an exam, and you're just not satisfied with the free outlines that litter the internet, buy this book. It's a quick read and it won't bog you down with more information than you can memorize. Anyone else should look elsewhere.

Excellent reference tool
This is an excellent reference tool, especially for estate and trust administration paralegals.It is good for those with a low to intermediate knowledge base of the subjects.

One of the weaker E&E titles
I normally love E&E. (The civil procedure E&E is wonderful). This one highly lacks.

The explanations of the concepts (before the examples) are poor. They barely skim the surface of certain concepts and as a result, I kept having to use another supplements to 'supplement' the explanations of this supplement. The explanations do not not give you enough black letter law.

The strength in this title - UPC intestate distribution discussion and examples. That's about it. ... Read more

Product Description
Finally... books written on what some might consider to be dry legal topics, but written by attorneys who somehow make it all come to life. Jim Shields and Tom Boris are attorneys who get it and that is rare in this day and age. I have been practicing elder law and estate planning for longer than I care to admit...and I confess, I learned a lot from these books. In fact, I wish I was the one who had written them for my clients. William G. Hammond Attorney at Law Overland Park, KS ... Read more

Product Description
Make sure the real estate deal is handled correctly each step of the way. This comprehensive guide covers all aspects of a commercial real estate transaction and offers advice, commentary, and forms to expertly negotiate and close the deal. This revised edition features new forms and covers recent changes in law and practice, including the USA Patriot Act, anti-money laundering laws, the subprime mortgage crisis, and terrorism and hurricane insurance. Includes CD-ROM. ... Read more

Product Description
Estate Planning Client Strategies is an authoritative, insider's perspective on key strategies for establishing and updating estate plans in our changing economic environment. Featuring partners from law firms around the nation, these experts guide the reader through the different phases of the estate planning process and offer strategies on how to best work with clients at each stage. These top lawyers reveal their advice on understanding client s goals, managing documentation, and addressing common misconceptions. From Irrevocable Life Insurance Trusts (ILIT) to Grantor Retained Annuity Trusts (GRAT), these authors also discuss some of the most common trust types and the circumstances under which to use each type of trust. Additionally, these leaders describe best practices for responding to ongoing challenges in estate planning, including tax developments, relocation issues, and the changing economic climate. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Inside the Minds provides readers with proven business intelligence from C-Level executives (Chairman, CEO, CFO, CMO, Partner) from the world's most respected companies nationwide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is headed and the most important issues for the future. Through an exhaustive selection process, each author was hand-picked by the Inside the Minds editorial board to author a chapter for this book.

Chapters Include:

1. Tracy Adler Craig, Partner and Chair, Trusts and Estates Practice Group, Mirick, O Connell, DeMallie & Lougee LLP Understanding the Unique Issues of an Estate Planning Practice Today

2. Matthew J. Howard, Tax Partner, Moore Ingram Johnson & Steele LLP Overcoming Key Challenges in Estate Planning Today

3. Dan C. Peare, Chair, Trusts and Estates Practice Group, Hinkle Elkouri Law Firm LLC Identifying Client Goals and Objectives to Maximize the Estate Planning Process

4. Morton L. Price, Partner, Cowan, Liebowitz & Latman PC ESTATE PLANNING BASICS

5. Daniel R. Stogsdill, Partner, Cline, Williams, Wright, Johnson & Oldfather LLP Wealth Transfer Techniques Challenges in a New Economy

6. Jonathan S. Chester, Partner, Lindabury, McCormick, Estabrook & Cooper PC Addressing Clients Estate Planning Needs

7. Patricia Galteri, Chair of the Trusts & Estates Department, Meyer, Suozzi, English & Klein PC KEY ASPECTS OF ESTATE PLANNING

8. Charles Scott, Partner, Kimball, Tirey & St. John Estate Planning Fundamentals: Practical Challenges & Perspectives

9. Matthew D. Gardner, Shareholder, Sullivan & Ward PC Client Strategies for the Estate Planning Process

10. Terence E. Smolev, Partner, Forchelli, Curto, Crowe, Deegan, Schwartz, Mineo & Cohn LLP Avoiding Potential Pitfalls for the Estate Planning Client

11. Scott M. Nelson, Shareholder, Lommen, Abdo, Cole, King & Stageberg PA - "Client Strategies and Recent Trends in Estate Planning" ... Read more