• eBook

Estate Planning in Pennsylvania, 5th Edition (eBook)

Available: In Stock
Price: $199.00
Item Code: 10422-EBP


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
Practice Areas
Published: 1/1/2019
Pages: 1024
Size: Other


Terrance A. Kline Esq., LL.M.
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 S. Fox Esq.
Kaplin Stewart Meloff Reiter & Stein PC (Blue Bell)
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 & Vinci 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 (Phila)
Kirby G. Upright Esq.
King, Spry, Herman, Freund & Faul, LLC