Carolina Academic Press
Search:
CAP Home
Basic Trust Drafting book jacket View Table of Contents and Introductory Material
ISBN978-1-5310-1296-0
e-ISBN978-1-5310-1297-7

Basic Trust Drafting

Second Edition

by Stephen Haas, Jeremy Rovinsky

2019 $50.00 328 pp paper

Tags: Trusts/Estates/Probate

Teacher's Manual available

Available on Kindle  Available on Kindle

Available on Redshelf  Available on Redshelf


Named a Best New Estate Planning book by BookAuthority

The second edition of Basic Trust Drafting (formerly titled Trust Drafting for Paralegals) includes coverage of considerable updates to the relevant tax laws, as amended by the Tax Cuts and Jobs Act of 2017. Basic Trust Drafting takes a practical look at a wide variety of problems and concerns faced by clients who solicit elder care and estate planning help. It concentrates on estate tax, Medicaid planning, and creditor protection issues, focusing on the solutions that trusts provide to many common problems. Examples inspired by real life cases are presented to ensure that the information presented is practical and useful. Actual trust provisions are presented as suggestions for how concepts in the text can be put into practice.

The text does not delve deeply into the theory behind the applicable rules and does not exhaustively analyze the relevant statutes and cases. Instead, the text is designed to caution the student of what pitfalls to watch for when analyzing a client’s case, and to provide a working understanding of the issues most likely to emerge in real life and the starting points for analyzing and solving those issues. Special attention is devoted to enabling the student to interweave common issues so that, to the extent possible, the client does not have to sacrifice one tax or Medicaid planning benefit for another.

A set of 137 PowerPoint slides is available upon adoption of this book. Click here to view a sample presentation. If you are a professor using this book for a course, please email Beth at bhall@cap-press.com to request your slides.


Complimentary Copy RequestIf you are a professor teaching in this field you may request a complimentary copy.

700 Kent St, Durham NC 27701 • (919) 489-7486 • Fax (919) 493-5668
About Us | Comp Copy Information | Contact Us | Order Status | Returns Policy | © CAP 2019