WHAT’S NEW IN THIS EDITION
l PA Uniform Trust Act l PA Rule Against Perpetuities
l Modification or Termination of Irrevocable Trusts
l Gifts of Subchapter S Stock l Spousal Waiver Rules
l Standing to Enforce Charitable Use Restrictions
l Mental Health Care Declarations
l Mental Health Care Powers of Attorney l Act 169 of 2006
l Revised Chapter 54 l The Deficit Reduction Act of 2005
l Medicaid Estate Recovery in PA
And more!
Contents At-A-Glance
n Interviewing the Client
n Ethical Issues
n Mapping the Plan
n Drafting the Will
n Drafting the Trust
n Tax Planning
n Planning for Closely Held Businesses
n Planning for Nontraditional Couples
n Planning Using Charitable Gifts
n Powers of Attorney & Advance Directives for Health Care Declarations
n Medicaid Payment for Long–term Care
n Choosing Fiduciaries
n Transferring Assets Outside of Probate
n Execution & Safekeeping of Documents
n Terminating the Representation
Plus case and subject matter indexes and dozens of useful and newly added forms, in text and on CD-ROM, ready to be adapted to your practice.
Authors
Jerry B. Chariton, Esq.
Kevin P. Gilboy, Esq.
Daphne Goldman, Esq.
Carol Sikov Gross, Esq.
Paul C. Heintz, Esq.
Kenneth E. Lewis, Esq.
Jeffrey A. Marshall, Esq.
C. Scott Meyer, Esq.
Alan J. Mittelman, Esq.
Mark R. Parthemer, Esq.
Scott S. Small, Esq.
Kathleen A. Stephenson, Esq.
Nina B. Stryker, Esq.
Kirby G. Upright, Esq.
Michael S. Warner, Esq.
Number of Pages: 944
Automatic Update Service:
This book is included in PBI's automatic update service. PBI will publish new editions and supplements as appropriate to keep the publication current. 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.
