This title utilizes the CasebookPlus™ platform. Learn more at Faculty-CasebookPlus.com.

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 model trust instrument is provided. (This ‘Revocable Trust’ can be used as an illustration of a Lifetime Trust. It can be introduced in Chapter 2 – in a general discussion of estate planning (as one author does) - or can be used in Chapter 7 when the discussion focuses on 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.

This title utilizes the CasebookPlus™ platform. Anchored by faculty-authored self-assessments, CasebookPlus allows students to test their understanding of core concepts as they are learning them in class with quizzes keyed to each chapter, subject area review quizzes, and helpful explanations. Learn more at Faculty-CasebookPlus.com.


Imprint: West Academic Publishing
Series: Interactive Casebook Series
Publication Date: 09/23/2019

Lloyd Bonfield, New York Law School

Joanna L. Grossman, Southern Methodist University School of Law

William P. LaPiana, New York Law School

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