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