Sum & Substance Audio on Wills & Trusts

by Gerry W. Beyer

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

Audio Cassette

First published December 1, 2004