Fundamentals of Trusts and Estates

Sixth Edition

Roger W. Andersen & Ira Mark Bloom

2022 • 824 pp • 978-1-5310-2484-0 • $215.00 • casebound
Teacher’s Manual available  

This edition continues to provide a lean set of materials, flexibly structured to accommodate different lengths of courses. Specifically updated, in addition to case developments, are the 2019 UPC Amendments to the intestacy and class gifts areas, including extensive treatment of parentage and descendancy based on assisted reproductive technologies. The Uniform Electronic Wills Act and the Fiduciary Income and Principal Act are also covered. 

Following a largely traditional organization, the book presents fundamental material clearly and concisely while including creative vehicles for further inquiry. Questions and problems provide the flexibility for teachers to tailor their courses to meet the needs of their particular students and curriculum. Without the inconvenience of hopping and skipping, teachers can ignore, focus upon, or expand upon different problems and questions. The excerpted readings fulfill the same function—they can serve as background or as springboards for further inquiry. Policy debates, ethics issues, and practical considerations lace their way through the material. Often by placing students in various roles, the questions and problems help students develop skills and values to carry throughout their professional careers.
 

Understanding Trusts and Estates

Seventh Edition

Roger W. Andersen & Susan N. Gary

2022 • 432 pp • 978-1-5310-2560-1 • $55.00 • paper  

This new edition of Understanding Trusts and Estates retains the style and clear language that have kept generations of students engaged as they explore this intriguing field. Updates include coverage of electronic wills, new uniform act treatment of the parent-child relationship and unmarried cohabitants, directed trusts and trust protectors, and the uniform power of appointment act. Examples, charts, cross-references among similar concepts, and frameworks for analyzing problem areas all combine to give students the tools to deepen their understanding. Examples throughout the book demonstrate how trusts and estates doctrines affect real people.

Although the book is designed primarily as a student supplement, some teachers have used it successfully as the primary text, supplemented by statutory materials, for both the basic course and for more specialized courses. Practicing attorneys may also find it useful if they are new to the subject or have been away from it for some time.