• PBI Press Book

Estate Planning in Pennsylvania, 4th Edition (Thumb Drive/Book Set)

Available: In Stock
Price: $269.00
Item Code: 08968-PBK


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
Ethical Issues
Drafting the Will
Drafting the Trust
Tax Planning
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
Choosing Fiduciaries
Transferring Assets Outside of Probate
Execution and Safekeeping of Documents
Terminating the Representation

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Published: 2/1/2016
Pages: 940
Size: 8.5x11


Daniel R. Ross Esq.
Ross & McCrea LLP
Leslie G. Bohner Esquire
Pennsylvania Trust Company
Thomas A. Boulden Esq.
Timoney Knox, LLP
Jerry B. Chariton Esq.
Chariton Schwager & Malak
Adam T. Gusdorff Esq.
Heckscher Teillon Terrill & Sager PC
Andrew J. Haas Esq.
Blank Rome LLP (Phila)
Paul C. Heintz Esq.
Obermayer Rebmann Maxwell & Hippel LLP (Phila)
Amanda Miller Kita Esq.
Timoney Knox, LLP
Mark A. Mateya Esq.
Mateya Law Firm PC
Mr. Clifford Scott Meyer Esq.
Montgomery McCracken Walker & Rhoads LLP (Phila)
Alan J. Mittelman Esq.
Spector Gadon & Rosen PC
Matthew J. Parker Esq., CELA
Marshall Parker & Weber LLC (Williamsport)
Scott Samuel Small
Wells Fargo - The Private Bank
Karen M. Stockmal Esq.
KMS Law Offices
Heike K. Sullivan Esq.
Ballard Spahr LLP
Kirby G. Upright Esq.
King, Spry, Herman, Freund & Faul, LLC