Friday, March 2, 2018
Steve R. Akers, Bernard E. Jones, & R. J. Watts, II, with 3rd edition update by Casey A. Barthel, recently published a book entitled, Wills Road Map: Practical Considerations in Will Drafting, 3rd ed. (2018). Provided below is some information about the book:
Wills Road Map: Practical Considerations in Will Drafting began life as the well-known paper “Anatomy of a Will” from the TexasBarCLE seminar “Building Blocks of Wills, Estates and Probate.” Intended for both general practitioners who occasionally prepare wills for their existing clients as well as for experienced estate planning attorneys, Wills Road Map brings together legal concepts from wills, probate, and trust law to provide expert guidance in properly assembling a will.
Featuring a basic discussion of estate tax planning, with a focus on various state law issues, Wills Road Map also addresses principles that can affect the will beyond the language of the will itself. Other subjects include doctrines affecting the validity of the will and a review of the legal significance and effect of numerous specific wills provisions.
The new third edition of Wills Road Map reflects legislative changes from the regular session of the Eighty-fifth Legislature, as well as case law changes. Other updates include a new discussion about digital assets and revised sample wills. Finally, the third edition adds the following:
- Client intake questionnaires
- Self-proving affidavits
- Access to over 20 TexasBarCLE articles of interest in the digital download
- A will execution ceremony checklist
The Wills Road Map: Practical Considerations in Will Drafting Digital Download is included with purchase and may also be purchased separately. The digital download contains the entire book as a hyperlinked and word-searchable PDF file. All tables of contents, cross-references, and indexes are linked to substantive text within the file. Texas and federal case and statute citations are linked to online versions in the Casemaker Web Library.