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ESTATE PLANNING www.mobarcle.org
 
Estate Planning

(3rd ed. 2009), 1,267 pp. with full-text CD-ROM

Product No. 441





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About This Book

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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