Alexandra Braun and Anne Roethel have made available for download their piece, “Exploring Means of Transferring Wealth on Death: A Comparative Perspective.” The abstract is provided:

Will-substitutes are mechanisms that are functionally equivalent to wills and that allow the disposition of property on death outside the sphere of traditional succession law rules. This chapter provides an overview of the principal means through which property can be disposed of on death across a number of jurisdictions. It further offers a discussion of the rationale behind their use and explores the challenges these mechanisms present for the operation and functioning of succession law.

Follow this link to download: Exploring Means of Transferring Wealth on Death: A Comparative Perspective by Alexandra Braun, Anne Roethel

Posted by Allison Trupp, Associate Editor, Wealth Strategies Journal