Fresh Content and New Forms—NEW this edition
Streamline your initial interview with new forms, including a life care estate planning checklist, document locator form, and FAQs for long-term care and trusts
Uncover and manage your client’s “digital estate”
Maintain client confidences in electronic communications and cloud storage
Improve your ability to assess client capacity
Gain a clause-by-clause discussion of the anatomy of the will, including helpful forms to get you started
Uphold best practices in drafting trusts with a substantially updated chapter and new forms, including an up-to-date revocable trust
Get updated clauses for sample shareholder agreements in closely held businesses
Acquire case law updates and analysis of Wandry, Woelbing, and McKinney, to name a few
Brush up on significant updates in planning using charitable gifts, representing same-sex couples, and Medicaid payments for long-term care
Advance your understanding of the changes to POAs and living wills through a new chapter and sample POA form
Plus much more!
Thoroughly revised, comprehensive text and practice tools covering every critical estate planning issue
Interviewing the Client
Drafting the Will
Drafting the Trust
Estate Planning for Closely Held Businesses
Estate Planning Using Charitable Gifts
Estate Planning for Nontraditional Couples
Power of Attorney, Health Care Power of Attorney, Living Will, and Mental Health Care Power of Attorney
Medicaid Payments for Long-Term Care
Transferring Assets Outside of Probate
Execution and Safekeeping of Documents
Terminating the Representation
Automatic Update Service
This book is included in PBI’s automatic update service.
PBI will publish supplements or new editions as appropriate to keep the book up to date.
We will send you a notice when a new edition is available.
You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.
If you would like to opt out of the automatic update service, log in to your PBI account, click on Your Account and select Account Home.
Then, click on Automatic Update Products. If you do not wish to receive automatic updates for any product, uncheck the box next to that product.
If you would like to opt in to the automatic update service for any product, check the box next to that product.