Sum & Substance Audio on Wills & Trusts 2004

by Gerry W. Beyer

This audio CD overviews wills: intestate succession; execution; revocation; interpretation and construction; survival; contests; and drafting. Explores estate administration and probate avoidance, as well as disability planning, death planning, and estate planning (putting it all together). Overviews estate and gift taxes, and offers examination advice. The tape also covers trusts: uses; intent; separation of legal and equitable title; trusts versus other legal relationships; express trust creation; consideration; statute of frauds; rule against perpetuities; purpose; settlor; property; trustee; beneficiary; life insurance, spendthrift, discretionary, support, and charitable trusts; pour-over wills; as well as trust administration: standard of care, investments, trustee powers, trust distributions, and delegation of duties.

Audio CD

First published December 1, 2004