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Lawyers O: Trust and Estate Essentials

Trust and Estate Essentials

Achieving Success in Family Succession

In the event of non-fulfilment of contractual performance obligations, under which conditions and at what level can a creditor demand compensation from a debtor? And can alleviating the burden of proof be counted on by the creditor in such cases? David Philipp Paulus deals with these perennial bones of contention to develop a system that accommodates both the delimitations and prerequisites of the various categories of compensation in breach of contract law.

Haftungsgrund und Haftungsausfüllung beim Schadensersatz statt der Leistung

Kompensation und Interesse

AnwaltKommentar

Der NomosKommentar "Erbrecht" verbindet wissenschaftliche Tiefe mit einer klaren Ausrichtung auf die Bedürfnisse der Praxis. Ob Nachfolgegestaltung, Testament, Pflichtteilsrecht oder Erbprozess - die Kommentierungen bieten Orientierung auch in komplexen Fallgestaltungen und unterstützen die rechtliche Beratung über die bloße Auslegung einzelner Vorschriften hinaus.
Die Neuauflage erläutert Rechtsprechung und Gesetzgebung auf aktuellem Stand, nimmt präzise Stellung zu umstrittenen Rechtsfragen und bietet zahlreiche Hinweise für die praktische Fallbearbeitung.

Die Vorteile auf einen Blick: 
<li>Mehr als Kommentierung: konkrete Unterstützung bei Beratung, Gestaltung und Prozessführung 
</li><li>Einbeziehung steuerlicher, verfahrensrechtlicher und kostenrechtlicher Fragestellungen 
</li><li>Praxiserprobte Gestaltungshinweise sowie Länderberichte für internationale Sachverhalte

Verfasst von ausgewiesenen Expertinnen und Experten aus Anwaltschaft, Notariat, Justiz und Wissenschaft, hat sich der Kommentar als eines der maßgeblichen Arbeitsmittel des Erbrechts etabliert. Seine Verbindung aus fachlicher Gründlichkeit, klarer Struktur und unmittelbarer praktischer Verwendbarkeit macht ihn zu einem verlässlichen Begleiter für die anspruchsvolle Beratung und Fallbearbeitung.

Herausgeber, Autorinnen und Autoren

Prof. Dr. ¿ebnem Akipek | Prof. Dr. Christina Eberl-Borges | RAin Dr. Sibel Gerhardt, LL.M. | RiOLG Walter Gierl | RAin Dr. Stephanie Herzog FAErbR | RA Dr. Nikolas Hölscher, FAErbR, FAHuGR u FAFamR | RA Dr. Claus-Henrik Horn, FAErbR | Notar Dr. Malte Ivo | RiOLG Holger Krätzschel | Notar Prof. Dr. Alexander Krafka | Notar Thomas Kristic, M.jur. (Oxford) | PräsLG Prof. Dr. Ludwig Kroiß | VRiLG Walter Krug | RAin Angela Linda Lettieri | Dr. Martin Margonski | Prof. Dr. Iset Morina | RAin Dr. Stephanie Müller-Bromley | Prof. Dr. Ulrike Müßig | Notar Dr. Felix Odersky | Prof. Dr. Line Olsen-Ring, LL.M. | RAin Dr. Monika Reckhorn-Hengemühle, FAFamR | RA Dr. Florian Reichthalhammer, FAStR | Prof. Dr. Gerhard Ring | RA Dr. Peter Rösmann | RA Prof. Dr. Jan Roth, FAInsR, FAErbR u FAStR | VorsRiLG Mathis Rudy | RAuN Dr. Markus Schewe | Notar Dr. Benedikt Selbherr | RA Stefan Stade | RA Dr. Rembert Süß | RA Dr. Vasileios Triantafyllidis, LL.M., LL.M. | RA Johannes Weigl
</li>

Band 5

Bürgerliches Gesetzbuch: Erbrecht

Protecting Your Disabled Child's Financial Future and Government Benefits Without Losing Medicaid or SSI

The Special Needs Trust and ABLE Account Guide

Tienes una casa aquí y un terreno allá. Tu living trust protege una de las dos cosas. Este libro te dice cuál, por qué, y qué hacer con la otra.

Casi todas las guías de fideicomisos en vida venden la misma promesa: firma este documento y todo queda resuelto. Para una familia con bienes y herederos en dos países, esa promesa está incompleta. Un fideicomiso creado en Estados Unidos es un instrumento de derecho estadounidense, y su autoridad termina donde termina la jurisdicción de Estados Unidos.

Este no es un libro de plantillas ni de atajos. Es un mapa honesto, bien por bien, de qué cubre realmente un living trust y dónde se queda corto: la casa de aquí, el terreno de allá, las cuentas de los dos lados, los herederos que viven fuera, los papeles donde tu nombre está escrito de tres maneras distintas. En cada caso encontrarás el problema explicado sin jerga, los documentos que hay que reunir y las preguntas exactas que llevarle al profesional correcto.

Español claro, sin una sola cifra inventada y sin leyes citadas de memoria, porque las reglas cambian de estado a estado y son distintas en cada país. Donde hace falta un número, el libro te dice dónde se consulta la versión vigente.

QUÉ VAS A ENCONTRAR

- Por qué un fideicomiso de Estados Unidos se detiene en la frontera, explicado de una vez y para siempre
- Qué hacer con el terreno, la casa o la parcela que está en el país de origen, incluso si sigue a nombre de alguien que ya falleció
- Qué es probate en realidad, qué es cierto de lo que se dice y qué es propaganda de venta
- El atajo que casi nadie usa: las designaciones de beneficiario que le ganan a tu testamento y a tu fideicomiso
- Cómo elegir sucesor cuando tus hijos viven en países distintos
- Cuentas a los dos lados y las preguntas fiscales que hacer antes de firmar nada
- Por qué "notario" no significa lo mismo aquí y cómo verificar a quien te ofrece ayuda
- Cómo armar la carpeta que tu familia va a necesitar, y a quién decirle dónde está
- Las conversaciones familiares que ningún abogado puede tener por ti

PARA QUIÉN ES

Para la primera generación con patrimonio repartido entre dos países. Para quien guarda escrituras en dos idiomas y tiene hermanos, hijos o padres del otro lado. Para quien ya escuchó la promesa de la solución total y quiere saber qué hay debajo.

Contenido educativo general. No es asesoría legal ni fiscal: antes de decidir, consulta a un abogado con licencia en tu estado y a un profesional habilitado en cada país involucrado.

UNA CASA AQUÍ, UN TERRENO ALLÁ

A will speaks only after death. This book begins with you: alive, at whatever age you are today, and it puts protecting you first, closing what I call the unnecessary vulnerability gap, the one you cannot see until the moment it is too late to close.

Estate planning too often begins with what you leave to others. The first need is closer to home: who speaks for you, and who acts for you, if a day comes when you cannot. That day does not wait for gray hair or a certain net worth. It can arrive on an ordinary Tuesday, on the drive to the grocery store. My father, like many people, spent his final weeks unable to speak for himself, and the plan that would have carried his voice, and his authority, was never finished. I am a Florida attorney, and I wrote this book, the book I wish someone had placed in my hands: plain language, step-by-step actions you can take today, to prepare yourself, your family, and your business if you have one, in advance for life's unavoidable and inevitable.

This book is an interactive journey across five bridges: Your Medical Voice (the health care surrogate, HIPAA authorization, and living will)
Your Financial Voice (the durable power of attorney)
Your Continuation of Agency (the living trust, if your circumstances call for one)
Your Final Instructions (your will)
What Remains (your legacy, beyond property)



Each bridge adds protection the moment you cross it. Your first crossing can take less than an hour.

And the book does not stop at your own crossing. A section called For the Ones Left Behind is written for the people who outlive us, beginning with the moment the call comes: what to do, in what order, and what can wait, so that when the hardest day arrives, the people you love are not also lost. And if that day has already come for you, if you are the one left behind, start there. That part of the book keeps to your time, asks nothing of you today, and walks beside you at whatever pace grief allows.

And because a plan on paper is only the beginning, the book pairs with free interactive companions built to help you act. See the whole crossing at a glance, so the task stops feeling enormous. Press play on music written for the journey. Map your circle of people in about ten minutes, and see the gaps still waiting in it. Mark each win as you go and watch your progress take shape, because progress, not perfection, is what protects the people you love. Inside the book itself: checklists for every crossing, a glossary that turns estate planning into easy-to-understand language, a cut-out card for your wallet, purse, or glove compartment, so your Medical Voice arrives in the room with you, and Florida's own statutory forms, provided, pointed to, and explained. And each September, if you want it, a reminder arrives, months before the holidays, so your plan is ready before the season gathers everyone together.

Written in Florida and based on Florida law, though the principles travel. Whether you are starting with no documents in place, dusting off documents from years ago, or helping a parent prepare, this book meets you where you are.

You do not have to see the whole journey. You only have to take the next small step.

Know what comes next.

A Bridge to Certainty Through Estate Planning, While Traveling at the Speed of Life

Emergency Manual

Studien zum ausländischen und internationalen Privatrecht

If a deceased person has multiple heirs, the law has to answer a number of important questions: Who may administer, take possession of and use the deceased's assets and to what extent? Who is liable for the debts left by the deceased and to what extent, and to whom must the deceased's creditors turn? As substantive inheritance law has so far been spared fundamental standardization, European countries answer these questions differently. The German community of heirs was essentially developed from that of Prussian land law. Today, it presents itself as a community of joint heirs in which the co-heirs are generally treated as a collective until the estate is divided. Although the Italian Codice civile of the 19th century goes back to the Code Napoléon, it was also significantly influenced by Austrian law and was reissued in 1942. Today, the comunione ereditaria presents itself as a hybrid form, in which the legal power of the individual heir still extends further than in Austria, but his responsibility for the liabilities of the estate has also increased. On the one hand, this work examines the question as to which historical assessments have given the community of heirs of the German Civil Code and that of the Italian Civil Code their current forms and, on the other hand, sheds light on the currently applicable German and Italian law.

Eine historisch-vergleichende Untersuchung

Deutsche Erbengemeinschaft und italienische comunione ereditaria

Estate Planning Explained transforms one of life's most complex and often avoided topics into clear, practical guidance you can use with confidence. Written in straightforward, plain-English language, the book demystifies essential documents-including wills, living trusts, financial and healthcare powers of attorney, and medical directives-explaining not only what they are, but when you need them and why they matter.
Through relatable real-life scenarios and memorable examples, Dr. James L. Flanagan highlights common pitfalls and costly mistakes that can derail even well-intentioned plans. Readers gain a practical understanding of how estate planning decisions affect families, beneficiaries, and long-term financial security.
Designed for individuals, families, caregivers, and professionals who want clarity rather than confusion, this guide replaces uncertainty with actionable insight. Whether starting from scratch or reviewing an existing plan, readers will walk away better equipped to protect their assets, honor their wishes, and secure peace of mind for themselves and those they love.

Estate Planning Explained

Most books about living trusts and estate planning talk to the senior. This one talks to you - the adult child who just realized that your aging parent has nothing in place and you have no idea where to begin.
You are not alone. Millions of families across America are in the same position: a parent who has avoided the conversation, documents that are outdated or nonexistent, and siblings who can't agree on anything. The difference between families who navigate this smoothly and those who end up in court - or worse, not speaking to each other - almost always comes down to one thing: whether someone stepped up and made a plan.
This book is your guide for being that person.
Living Trusts, Wills and Estate Planning for Aging Parents walks you through every part of the process in plain, human language. You will learn how to open the conversation with a parent who resists it, understand the difference between a will and a living trust and why that difference matters enormously, and set up the right documents step by step without paying a lawyer to explain things you could have understood yourself.
Beyond the legal mechanics, this guide addresses the real challenges families face. What do you do when one parent is willing and the other refuses? How do you handle a sibling who becomes controlling or disappears entirely? What happens when cognitive decline is already setting in and the legal window to act is narrowing? How do you protect a parent who is becoming vulnerable to financial exploitation?
Each of these situations has a path through it. This book shows you the way.
By the time you finish, you will have a clear understanding of the living trust process, a completed family asset inventory, and a step-by-step action plan your entire family can follow. More importantly, you will have done something most families only wish they had done sooner - made a plan while there was still time to make one.
The greatest gift you can give your parent, and your family, is a plan. This book helps you build it.

Living Trusts, Wills & Estate Planning for Aging Parents

Don't Let the State Decide

Beiträge zum ausländischen und internationalen Privatrecht

Equalization, Limited Rights and Discretionary Protection

Intestate Succession of Unmarried Partners

Will Writing in England and Wales: From Instructions to Execution is a practical, step-by-step guide for private-client practitioners who want to approach will writing with clarity, structure, and professional confidence.
Written for working in private-client practice, the book takes the reader through the complete will-writing process-from the first client meeting and taking instructions to drafting, execution, storage, review, and the prevention of future disputes.
It explains the legal and practical issues that arise when preparing wills in England and Wales, including testamentary capacity, the Banks v Goodfellow test, the golden rule, undue influence, knowledge and approval, witnessing and attestation, executors, guardians, gifts and legacies, revocation, intestacy, probate, trusts, inheritance tax considerations, business and agricultural assets, foreign property, pensions, and digital assets.
The book also addresses the realities of modern private-client work: blended families, cohabitation, vulnerable beneficiaries, second marriages, professional executors, letters of wishes, contentious probate risks, and claims under the Inheritance (Provision for Family and Dependants) Act 1975.

Will Writing in England and Wales

Caring for children while helping aging parents can turn ordinary family life into a constant series of urgent decisions. The Sandwich Generation Estate Plan offers a calm, practical way to organize the people, records, and conversations that matter before a crisis forces the issue.

Attorney Hao Li explains how to identify decision-makers, coordinate health-care information, review beneficiary designations, protect digital accounts, plan for household continuity, and prepare for caregiving transitions. Clear checklists and family-centered examples help readers decide what to handle now, what to review regularly, and which questions belong with an attorney, tax adviser, financial professional, or care provider.

This is not a book of universal legal forms. It is a plain-English planning guide for building a usable family system across three connected households: your own, your children's, and your parents'. Start with the next decision, not the whole future.

The Sandwich Generation Estate Plan

Schriften zum Familien- und Erbrecht

Der Tod einer natürlichen Person markiert im Recht eine zeitliche Zäsur für die Einflussnahme auf den Rechtsverkehr. Zugleich eröffnen Instrumente wie die Testamentsvollstreckung sowie trans- und postmortale Vollmachten Möglichkeiten, eine begrenzte Fortwirkung des Willens über den Tod hinaus durch Dritte sicherzustellen. Das Werk untersucht systematisch das Verhältnis dieser Gestaltungsinstrumente zueinander, arbeitet ihre dogmatischen Grundlagen heraus und zeigt Überschneidungen, Abgrenzungen sowie praktische Konfliktlagen auf. Ziel ist eine präzisierte Einordnung ihrer jeweiligen Funktionen und Wirkungsgrenzen.

Das Verhältnis trans- und postmortaler Vollmachten zur Testamentsvollstreckung

Trust and Estate Essentials

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