Overview

Featured in this Edition

• How to address 2020’s Revised Uniform Fiduciary Access to Digital Assets Act
• 23 updated sample forms—plus a new form covering a special purpose trust for a beneficiary with substance use disorder
• Information 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
• Ethics issues in estates practice 

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, and 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!