The California Probate Paralegal is today's method for students to learn the theory and practice of their profession within the specific framework of California's laws. Your students will enjoy this topical course book and will refer to it again and again as a valuable desk reference in their daily work as a paralegal. Practical exhibits and examples for students and all levels of paralegals are included, as well as sample tests, test questions, and research projects to round out their education. Some last-minute statutory changes and case law were added just before press time, and future updates (including current judicial council forms) may be provided as the law continues to change and evolve. This comprehensive textbook for students and practicing paralegals in California covers the basic nuts and bolts of probate and estate planning practice using a balanced approach of theory and application. Important Probate and Estate Planning subjects covered include: Estate Planning: Wills and Trusts Probate Code and Probate Process Transfer of Property Without Estate Administration Trust Administration Guardianships and Conservatorships Tax planning and wealth management Issues Domestic Partnerships (as related to the Probate Code) Durable Powers of Attorney and Advance Health Care Directives The teacher's manual is also available electronically on a CD or via email. Please contact Beth Hall at [email protected] to request a copy.

This is a great paralegal workbook that will teach California paralegals the essential skills that they need to be successful. This workbook contains fifteen chapters that cover paralegal skills & codes, a step by step process of how to write business letters, a chapter that explains the California and the federal court system, citing cases & statutes correctly using the different styles of citations, the use of the California Rules of Court, court holdings, jurisdiction & venue, legal resources including primary and secondary authorities, the IRAC method of case summarization, legal research and computerized research using the Lexis system, the use of ibid. & id., drafting the legal memorandum, a contracts chapter with actual contracts to explain their use, an explanation of discovery methods and a step by step process of drafting a complaint that includes the Rules of Court re: pleadings. There is a Glossary of Terms and an Appendix that includes a mythical client scenario, a complete deposition, a sample complaint, four examples of deposition summaries and a Judicial Council form for a Contract complaint. All chapters include educational exercises to give the paralegal actual experience drafting the documents discussed. A mythical client scenario provides the information to complete all of the educational exercises. This workbook is California specific and completion of the exercises will prepare paralegals for the many and varied jobs that paralegals perform in a law firm. An absolutely great teaching tool that every paralegal should work through!

The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

This casebook focuses on California law and, with respect to trust material, the focus is on traditional trust doctrines, with the more salient California doctrines discussed where appropriate. California Wills and Trusts has numerous examples throughout, as well as ''notes'' that are often combinations of comments, examples, and broad questions based on note material. In addition, the analytical material covered in the earlier chapters is supplemented with dedicated problems. All pertinent statutory material is included in the text, so there is no need for a statutory supplement. The authors bring an interesting blend of backgrounds to the material -- Wendel contributes a traditional academic approach and Popovich incorporates his academic experience and hands-on practice in the field. The unique blend of theoretical and practitioner-oriented note material aids student learning and application.​

A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Are you a member of the Sandwich Generation? Do you care for your kids and worry about your aging parents? This book will help you with 10 easy steps to creating your estate plan and guide you on 5 "talks" to have with your parents about their future.

Designed to simplify material while maximizing student interest, California Property Law for Paralegals is a well-organized, clearly written, practical text. This concise yet comprehensive book will provide students the tools they need but will not overwhelm them because it is geared specifically to the needs of paralegal students. Written so that class lectures can be prepared with ease, this text features: Practical problem solving exercises and hypotheticals presented in an interesting and attention-grabbing style with an eye to engaging the reader Ethical issues discussed throughout the text that challenge the students and prepare them for practice An option for instructors to encourage students to draft assignments in IRAC form to better prepare students for the workplace and to make grading easier for instructors Chapters ending with a review of important terms, concepts, definitions, and chapter review questions. The author engages both students and instructors with four special features intended to facilitate mastering the law through practical application: Judge for a Day uses a paraphrased judicial opinion or fact pattern that does not reveal the holding of the case. Students are asked to predict the judge's ruling. These can be used to trigger classroom discussion or used in a mock trial. The Client Comes Calling presents a challenge or task that a paralegal may encounter in the course of an ordinary day in a law firm. This feature spotlights ethical considerations and also introduces students to the business side of the practice of law. Sharpening the Saw: An Exercise in Issue Spotting trains paralegals to think like legal professionals. Students are asked to read a set of facts and then to identify and effectively convey the issue in writing. This feature is presented in such a way that an instructor can determine how much emphasis to place on legal writing. Out of the Ivory Tower reminds students that clients use law firms to solve problems. This feature encourages creative thinking and a focus on the "big picture." Without a doubt, California Property Law for Paralegals is your best alternative for an easy to teach, focused, California-specific property text aimed specifically at paralegals.