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Buy Print & eBook and save 25% OFFRead below some of the important topics included in this valuable guide...
Contents at-a-glance:
• Introduction• The Single Individual or Couple With or Without Minor Children
• The Married Couple with a Taxable or Potentially Taxable Estate
• Older Clients and Long-Term Care• Planning for Disabled Beneficiariesor Gifts to Grandchildren
• Making Charitable Contributions• Family Owned Businesses and LLCs• Planning Bequests • Postmortem Planning• Retirement Planning
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DRAFTING ESTATE PLANSHypotheticals raise the problems-sampleforms solve them.With its many fact-driven issues, estate planning is perfectly suited to the hypothetical approach that Drafting Estate Plans takes. A practical power source for your next estate planning drafting challenge, this book sets forth clear, real-life case studies, and then presents the draftingtechniques and strategies you can use to tailor an estate planprecisely to your client's situation.
Features...• Narrative style scenarios with common and unusual problems• Seasoned guidance on gifting, tax strategies, retirement planning, and
protecting family businesses from 14 expert estate planners• Close to six dozen exhibits, including sample wills, trusts, checklists• Forms-on-Disc for easy customization to your facts• Comprehensive tables of authorities and subject index
BE UP TO DATED WITH THE LATEST INFORMATION FOR ALL YOUR CLIENT’S ESTATE PLAN NEEDS.
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