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Probate & Trust Law | Estate Planning
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Estate Planning
(3rd ed. 2009), 1,267 pp. with full-text CD-ROM
Price: $245.00
Product №:441
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    Item Description Back to top
    Estate Planning is a practical, indispensable deskbook for those attorneys practicing estate planning—and especially for those who don`t practice it regularly. This two-volume set is a companion to Trusts, Powers of Attorney, Custodianships, and Nonprobate Matters and Estate Administration and includes several chapters on specific planning and drafting issues as shown in the table of contents below. The experienced and knowledgeable authors provide a wide range of coverage, from handling a modest estate to the ins and outs of family businesses.The book includes practice tips, checklists, and techniques as well as nearly 50 sample forms—many with comments and annotations—that can be adapted to a client`s specific needs. Get practical advice on understanding and relating to clients, ethical considerations—what they are and what to do about them, preparation and safekeeping of documents—even ideas for what paper to use, advantages and disadvantages of joint tenancy, and how and when to find a trust. Find information on special needs trusts, disclaimer trusts, dynasty trusts, and incentive trusts; IRS treatment of family limited partnerships and LLCs; what to do with life insurance; and planning for retirement benefits. A full-text, searchable CD-ROM that also contains the sample forms is included with the book. Order yours today!
     
    Table of Contents

     

    Chapter Number Chapter Name and Authors
    1 The Client Planning Conference
    Michael P. Gunn
    2 Planning, Preparation, and Execution of Wills and Trusts
    Stephen F. Aton
    3 Drafting the Basic Will and Trust
    Emily J. Kembell
    4 Drafting a Marital Deduction Will and a Marital Deduction Trust
    Mary Nan Dupont and Edward A. Setzler
    5 Planning for Minors, Elderly, and Disabled Persons
    Julie A. Berkowitz and Christine A. Gilsinan
    6 Planning and Techniques for Making Gifts
    Bhavik R. Patel
    7 Charitable Contribution Techniques and Planning
    Scot W. Boulton
    8 Forms of Property Ownership
    Edgar T. Farmer
    9 Estate Planning for Family Business Owners
    Gayle Evans
    10 Drafting Family Limited Partnerships and Family Limited Liability Companies
    Gary A. Powell
    11 Drafting Business Purchase and Restrictive Transfer Agreements ("Buy/Sell Agreements")
    Orren S. Adams and Adam W. Randle
    12 Planning Opportunities With Life Insurance
    Volunteers and Staff
    13 Miscellaneous and Estate Planning Techniques
    Thomas D. Peebles, Jr.
    14 Antenuptial and Postnuptial Agreements
    Bhavik R. Patel
    15 Planning With Qualified Plans and Individual Retirement Accounts
    Gayle Evans
    16 Funding Revocable Living Trusts
    Mary Ellen Simmons

     

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