Estate Planning : Principles and Problems - With CD

Estate Planning : Principles and Problems - With CD

by Wayne M. Gazur
     
 



• Dealing with Clients
• A Review of the Fundamentals of Drafting Wills
• The Young Adult
• The Wealthy Young Adult Contemplating Marriage
• The Young Married Couple (Without Children)
• Unmarried Couples
• The Married Couple (with Young Children)
• Gifts from Grandparents

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Overview



• Dealing with Clients
• A Review of the Fundamentals of Drafting Wills
• The Young Adult
• The Wealthy Young Adult Contemplating Marriage
• The Young Married Couple (Without Children)
• Unmarried Couples
• The Married Couple (with Young Children)
• Gifts from Grandparents
• Remarriage (with Children)
• Migratory Married Couples
• The Married Small Business Owner or Investor
• Asset Protection and Retirement Planning
• The Generation-Skipping Trust
• Charitable Gifts
• Planning for Incapacity
• Federal Wealth Transfer Tax Principles and Planning Strategies
• Probate and an Estate Tax Return

Index

Forms Supplement on CD

1.1: Engagement Letter

1.2: Non-Engagement Letter

1.3: Estate Planning Questionnaire (Basic:Unmarried Individual)

1.4: Client Balance Sheet

1.5: Client Document Summary

1.6: Joint Representation Letter

1.7: Disengagement Letter

1.8: Will Execution Checklist

B: Simple Will

C: Tangible Personal Property Memorandum

D-1: Statutory Durable Power of Attorney

D-2: General Durable Power of Attorney

E-1: Final Arrangements Instructions

E-2: Client Letter of Instruction

F: Comprehensive Advance Health-Care Directive (Health-Care Power of Attorney, Living Will & Anatomical Gifts)

G: Will with Contingent Trust

H: Complex Will (with Marital and Family Trusts)

I: Pourover Will

J: Revocable Trust

K: Marital Agreement

L: Irrevocable Trust

M: Qualified Domestic Trust Provisions

N: Disclaimer Will

O: IRS Forms 706 & 709 (with Instructions)

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Product Details

ISBN-13:
2900735568135
Publisher:
Aspen Law & Business
Publication date:
04/28/2008
Edition description:
New Edition

Related Subjects

Table of Contents

• Dealing with Clients
• A Review of the Fundamentals of Drafting Wills
• The Young Adult
• The Wealthy Young Adult Contemplating Marriage
• The Young Married Couple (Without Children)
• Unmarried Couples
• The Married Couple (with Young Children)
• Gifts from Grandparents
• Remarriage (with Children)
• Migratory Married Couples
• The Married Small Business Owner or Investor
• Asset Protection and Retirement Planning
• The Generation-Skipping Trust
• Charitable Gifts
• Planning for Incapacity
• Federal Wealth Transfer Tax Principles and Planning Strategies
• Probate and an Estate Tax Return

Index

Forms Supplement on CD

1.1: Engagement Letter

1.2: Non-Engagement Letter

1.3: Estate Planning Questionnaire (Basic:Unmarried Individual)

1.4: Client Balance Sheet

1.5: Client Document Summary

1.6: Joint Representation Letter

1.7: Disengagement Letter

1.8: Will Execution Checklist

B: Simple Will

C: Tangible Personal Property Memorandum

D-1: Statutory Durable Power of Attorney

D-2: General Durable Power of Attorney

E-1: Final Arrangements Instructions

E-2: Client Letter of Instruction

F: Comprehensive Advance Health-Care Directive (Health-Care Power of Attorney, Living Will & Anatomical Gifts)

G: Will with Contingent Trust

H: Complex Will (with Marital and Family Trusts)

I: Pourover Will

J: Revocable Trust

K: MaritalAgreement

L: Irrevocable Trust

M: Qualified Domestic Trust Provisions

N: Disclaimer Will

O: IRS Forms 706 & 709 (with Instructions)

Read More

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