• PBI Press Book

Estate Planning in Pennsylvania, 5th Edition (Includes Electronic Download)

Available: In Stock
Price: $269.00
Item Code: 10422-PBK


Expert advice for every critical estate planning issue

Editor Terry Kline and a top-notch team of estates practitioners take you step by step from client interview through drafting wills and trusts, tax planning, sophisticated estate planning techniques, execution and safekeeping of documents, to terminating the representation.

Includes the substantive updates, procedures, practice tips, and forms you need to give your clients superior service

This new edition includes

  • How-to advice for representing clients from initial interview through termination
  • Thoroughly revised and updated chapters on

– powers of attorney and living wills

– Medicaid payment for long-term care

– choosing fiduciaries

– transferring assets outside of probate

  • Best practice tips for drafting wills and trusts and tax planning

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 Payment for Long-Term Care
  • Choosing Fiduciaries
  • 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.

Published: 1/1/2019
Pages: 1024
Volumes: 1
Size: 8.5x11


Terrance A. Kline Esq.
Law Office of Terrance A. Kline
Leslie G. Bohner Esq.
Pennsylvania Trust Company
Thomas A. Boulden Esq.
Timoney Knox, LLP
Jerry B. Chariton Esq.
Chariton Schwager & Malak
Devin Stone Fox Esq.
KMS Law Offices
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.
Stradley Ronon Stevens & Young LLP (Malvern)
Mark A. Mateya Esq.
Mateya Law Firm PC
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 S. Small Esq.
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