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Estate Planning & Administration
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Publication
Estate Planning in Pennsylvania, 2012 Edition
(includes CD-ROM)
Price: $259.00
Product №:05819-BK
Book №: 05819-BK
Publish Date:  7/1/2012
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Contents
  Item Description | Faculty |
Item Description Back to top

The Definitive Guide to Handling
Estate Planning Issues in PA

Whether you are handling your first or your hundredth estate planning matter, Estate Planning in PA gives you the practical, real-world information needed for planning and drafting documents. This book takes you from the initial stage of interviewing the client to terminating representation and discusses a myriad of estate planning issues that crop up in between. Learn practice tips and planning strategies highlighting potential pitfalls for large and small estates. 75+ forms are included, in text and on disk, for ease of use. The full text of the book is included on the searchable CD-ROM. A detailed table of contents enables you to find what you need quickly.

Contents
  1. Mapping the Plan
  2. Interviewing the Client
  3. Ethical Issues
  4. Drafting the Will
  5. Drafting the Trust
  6. Tax Planning
  7. Estate Planning for Closely Held Businesses
  8. Estate Planning Using Charitable Gifts
  9. Estate Planning for Nontraditional Couples
  10. Powers of Attorney and Living Wills
  11. Medicaid Payment for Long-Term Care
  12. Choosing Fiduciaries
  13. Transferring Assets Outside of Probate
  14. Execution and Safekeeping of Documents
  15. Terminating the Representation

Index of Cases

Subject Index

Page Count: 970

Automatic Update Service
This book is included in PBI’s automatic update service. PBI will publish supplements and new editions as appropriate to keep the book up to date; everyone who purchases the book will receive each update at a reduced price with an invoice and an option to return it with no further obligation.


Faculty Back to top
Terrance A. Kline, Esq., Editor, Law Office of Terrance Kline, Media
Daniel R. Ross, Esq., Editor, Ross & McCrea, LLP, Philadelphia
Thomas A. Boulden, Esq., Author, Timoney Knox, LLP, Fort Washington
Jean Bond Brown, Esq., Author, Timoney Knox LLP, Fort Washington
Jerry B. Chariton, Esq., Author, Chariton & Schwager, Wilkes-Barre
Kelly Phillips Erb, Esq., Author, The Erb Law Firm, PC, Paoli
Carol Sikov Gross, J.D., CELA, Sikov & Love, P.A., Pittsburgh
Paul C. Heintz, Esq., Author, Obermayer Rebmann Maxwell & Hippel LLP, Philadelphia
Jeffrey A. Marshall, J.D., CELA, Author, The Elder Law Firm of Marshall, Parker & Associates, LLC Jersey Shore, Williamsport & Wilkes Barre
Clifford Scott Meyer, Esq., Author, Montgomery, McCracken, Walker & Rhoads, LLP, Philadelphia
Alan J. Mittelman, J.D., CLU, Author, Spector Gadon & Rosen PC, Philadelphia
Dennis C. Reardon, Esq., Author, Reardon & Associates, LLC, Wayne
Scott S. Small, Esq., Author, Mellon Bank, N.A., Philadelphia
Karen M. Stockmal, Esq., Author, KMS Law Offices, Philadelphia
Nina B. Stryker, Esq., Author, Obermayer Rebmann Maxwell & Hippel LLP, Philadelphia
Kirby G. Upright, Esq., King Spry Herman Freund & Faul LLC, Bethlehem

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