• PBI Press Book

Drafting Wills & Trusts in Pennsylvania, 3rd Edition (Thumb Drive/Book Set)

Available: In Stock
Price: $179.00
Item Code: 10267-PBK


New this Edition

  • New discussion of Act 79 of 2016
  • 22 updated forms—sample RTF forms compatible with Word and WordPerfect
  • New info on powers of appointment, digital assets, business appraisals, and more
  • Useful tasks and tips for drafting simple wills, lifetime trusts, trusts under wills, pour-over wills, durable powers of attorney, and codicils
  • Estates practice ethical issues refresher

Sharpen Your Drafting Skills to Better Serve Your Clients

Each chapter uses a question-and-answer format to highlight the issues within each clause, offer solutions to common problems, and explain how to draft clauses for best effect.

  • Avoid archaic, overly legalistic, or unnecessary language
  • Avoid inconsistencies and conflicts in wills and trust documents
  • Write clear and effective language for conditions
  • Keep invalid, unenforceable, or inadvisable clauses out of the will
  • Draft for sufficient flexibility without creating overbroad provisions
  • Ensure that the will clauses carry out the wishes of the testator
  • Competently handle delicate situations, such as unequal distributions, guardianship issues, adopted persons, and illegitimate children
  • Properly include assets in a trust; pour-over devise to a previously unfunded trust
  • Plus many more drafting tips and tools!

Summary of Contents

  • Simple Will
  • Trust Under Will
  • Pour-Over Will
  • Lifetime Trusts
  • Codicil and Amendment
  • Durable Power of Attorney
  • Ethics
  • Ethics Appendices
  • Forms

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Practice Areas
Published: 3/1/2018
Pages: 686
Volumes: 1
Size: 8.5x11


Martin J. Hagan Esq.
Meyer Unkovic & Scott LLP