Wills, Trusts, and Estates, A Contemporary Approach
ORCID (Links to author’s additional scholarship at ORCID.org)
Joanna L. Grossman: https://orcid.org/0000-0001-5234-8058
"This casebook is designed to present in a comprehensive yet streamlined fashion the law of Wills, Trusts, and Future Interests to 21st"“century law students. It assists the student in developing an understanding of the core legal concepts critical to a grasp of wills, trusts and future interests in a novel format that is clear and easy to understand, while maintaining the intellectual rigor of the subject. The book covers the standard topics, but is organized in an innovative fashion. It begins with an estate planning problem which introduces the student to the craft of the practitioner, providing context for the introduction of substantive law. It then presents the law of wills law by reference to the law governing the testator, the document and the property. Attention is given to non-probate transfers, and in particular, the law of trusts, private and charitable. A simple will, model trust instrument and a pourover will is provided. These documents can be introduced in Chapter 2 "“ in a general discussion of estate planning "“ or can be used in Chapter 3 and Chapter 8 when the substantive discussion focuses on wills and then trusts. The book concludes with a comprehensive look at future interests and the rule against perpetuities. As with other books in the Interactive Casebook Series, it challenges students to think about issues raised by the cases as they are considered in the opinion through the use of text boxes. The accompanying electronic version allows students immediate access to the full text of cited cases, statutes, articles, and other relevant materials."
LLOYD BONFIELD, JOANNA L. GROSSMAN & WILLIAM P. LAPIANA, WILLS, TRUSTS, AND ESTATES, A CONTEMPORARY APPROACH (2d ed. 2023)