Wills Road Map: Practical Considerations in Will Drafting (3rd Edition)

Wills Road Map: Practical Considerations in Will Drafting (3rd Edition)

  • Steve R. Akers, Bernard E. Jones, and R. J. Watts, II, with 3rd edition update by Casey A. Barthel
  • Instant Download! Digital Download Features
  • 1 volume; softbound
  • 338 pages
  • © 2017

 

Need more than one copy? Select the additional license check box on the purchase page and pay only $25 per license.

Wills Road Map: Practical Considerations in Will Drafting began life as the well-known paper “Anatomy of a Will” from the TexasBarCLE seminar “Building Blocks of Wills, Estates and Probate.” Intended for both general practitioners who occasionally prepare wills for their existing clients as well as for experienced estate planning attorneys, Wills Road Map brings together legal concepts from wills, probate, and trust law to provide expert guidance in properly assembling a will.

Featuring a basic discussion of estate tax planning, with a focus on various state law issues, Wills Road Map also addresses principles that can affect the will beyond the language of the will itself. Other subjects include doctrines affecting the validity of the will and a review of the legal significance and effect of numerous specific wills provisions.

The new third edition of Wills Road Map reflects legislative changes from the regular session of the Eighty-fifth Legislature, as well as case law changes. Other updates include a new discussion about digital assets and revised sample wills. Finally, the third edition adds the following:

  • Client intake questionnaires
  • Self-proving affidavits
  • Access to over 20 TexasBarCLE articles of interest in the digital download
  • A will execution ceremony checklist

The Wills Road Map: Practical Considerations in Will Drafting Digital Download is included with purchase and may also be purchased separately. The digital download contains the entire book as a hyperlinked and word-searchable PDF file. All tables of contents, cross-references, and indexes are linked to substantive text within the file. Texas and federal case and statute citations are linked to online versions in the Casemaker Web Library.

CONTENTS

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Chapter 1 Fundamental Requirements of a Will
Chapter 2 Upholding Validity of a Will in a Will Contest
Chapter 3 Revocation of a Will
Chapter 4 Specific Will Provisions
Chapter 5 Substantive Law Affecting Disposition of Assets
Chapter 6 Disposition of Specific Bequests
Chapter 7 Disposition of Residuary Estate
Chapter 8 Trust Planning
Chapter 9 Debts, Expenses, and Apportionment of Taxes
Chapter 10 Fiduciary Powers and Trust Administration
Chapter 11 Miscellaneous Provisions
Chapter 12 Coordinating Nonprobate Assets
Appendix A Checklist for Will Review
Appendix B Client Information Questionnaires
Appendix C Simple “Sweetheart” Will
Appendix D Disclaimer Will
Appendix E Marital Deduction Will
Appendix F Attestation Clause and Self-Proving Affidavits
Appendix G Will Execution Ceremony

Additional Resources
Statutes & Rules Cited
Cases Cited
Subject Index
How to Download This Book

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