Lexis Nexis Decedents' Estates: Cases and Materials
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Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
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The fourth edition of this casebook continues the use of fact-driven judicial decisions to illustrate the expanding list of transfer of wealth devices via non-probate trusts and payable-on-death options, valid Last Will and Testaments, and statutory intestate succession. But the fourth edition also includes material pertinent to the increasing usage of assisted reproduction, including surrogacy and the newly revised Uniform Parentage Act treatment of establishing paternity and maternity. The casebook also addresses the impact of nonmarital cohabitation on inheritance claims upon the death of a cohabiting partner.
References to state and federal taxation include current exemptions and the overlap between federal and state tax law is discussed. Included too are references to the newly enacted Uniform Directed Trust Act, the Uniform Fiduciary Income and Principal Act, the Uniform Powers of Appointment Act and the Revised Uniform Fiduciary Access to Digital Assets Act. Self-settled asset protection trust legislation, trust protectors, dynasty trusts, and socially responsible investing are all offered for discussion. These vibrant areas of the law are discussed and illustrated with materials from cases and practitioners. Recognizing the fact of the aging of America, the casebook addresses the client’s planning for incapacity, including long-term housing payment options, federal and state entitlement programs, and the impact of incapacity and undue influence on arbitration and the validity of instruments. There are multiple excerpts from practitioners throughout the casebook, providing insight into how the law manifests itself in practice, and problems are offered with a corresponding judicial opinion to provide feedback.
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