Wills and Estate Planning Forms Manual: Model Instruments, Clauses, Explanations PDF Download

Author: Prentice-Hall, Inc
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 0

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Book Description

Author: Kevin D. Millard
Publisher: Bradford Publishing Company
ISBN: 1932779418
Category : Business & Economics
Languages : en
Pages : 184

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Book Description

Author: Aryeh Guttenberg
Publisher: Data Trace Media
ISBN: 9781574000375
Category : Law
Languages : en
Pages : 1088

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Book Description
Renowned Maryland trusts & estates attorney, Aryeh Guttenberg, has drawn from his extensive experience to bring you strategies & forms for virtually every situation you will encounter. His insightful commentary provides a thorough discussion & analysis of sophisticated strategies & many key areas of estate planning, including explanations of The Maryland Law of Wills, Organizational Checklist of Wills, The Unified Gift & Transfer Tax System, Generation-Skipping Transfer Tax, Guide to Selection of Personal Representative, Trustees & Guardians, Formula Clauses for Wills & Trusts, Special Right of Election in Maryland, Q DOTS, Power of Appointment, Types of Joint Ownership, Disclaimers & Uses of Dynasty Trusts. This book gives you instant access to forms for virtually every situation that are adaptable for your clients. From preparing simple wills to complex wills & trusts, you will find forms both in the book & on the companion CD-ROM. The forms are arranged as modular templates so that you can customize your document creation with the easily interchangeable provisions & even create your own library of wills & trusts.

Author: Jeffrey A. Helewitz
Publisher: Aspen Publishing
ISBN: 154384765X
Category : Law
Languages : en
Pages : 568

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Book Description
Helewitz’s Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.

Author: Margolis
Publisher: Wolters Kluwer
ISBN: 9780735536814
Category : Law
Languages : en
Pages : 1540

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Book Description
Renowned expert Harry Margolis shares his insight and experience in the ElderLaw Forms Manual, to help you better represent your elderly client. This two volume looseleaf manual contains more than 100 key forms and documents to help you: Organize a high-volume elder law practice Market your services to your clients Customize estate and Medicaid plans Provide the personalized service your clients deserve. These practice-tested forms are designed specifically for handling the special problems that arise in the representation of older clients. Each form is accompanied by practical, insightful commentary from Harry Margolis, telling you when and how each should be used. Many documents include a range of alternative clauses for common and not-so-common situations. The 20 chapters are organized into five parts: Managing the Elder Law Practice Estate and Long-Term Care Planning Powers of Attorney, Medical Directives and Wills Trusts Miscellaneous. ElderLaw Forms Manual saves hours of research and drafting time, simplifies information gathering, and gives you a competitive edge in this growing practice area. All the forms are included on an accompanying CD-ROM. ElderLaw Forms Manual is featured in Elder Law Library on IntelliConnect and coming soon to Cheetah.

Author: Jeffrey A Schoenblum
Publisher:
ISBN: 9781522112242
Category : Estate planning
Languages : en
Pages : 1003

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Book Description

Author: Charles Revell Holden
Publisher:
ISBN:
Category : Estates (Law)
Languages : en
Pages : 144

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Book Description

Author: Walter S. Kane
Publisher: LexisNexis
ISBN: 9780820587547
Category : Estate planning
Languages : en
Pages :

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Book Description
Indispensable Florida estate planning manual with time-saving model forms and convenient deskbook.

Author: L. Rush Hunt
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 316

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Book Description
An estate plan can have several elements--a will; an assignment of power of attorney; a living will or healthcare proxy; and in some cases, a trust. As an estate planner, you must be mindful of both federal and state laws governing estates when assembling plans for clients. Estate Planning Forms, by L. Rush Hunt, covers all elements of estate planning in detail with easy-to-follow, time-saving forms. This book empowers attorneys to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court. The primary purpose of Estate Planning Forms is to ensure that the greatest amount of the estate passes to the estate owner's intended beneficiaries. With the guidance in this book, you will be able to offer greater protection of your client's assets from creditors and lawsuits. CD-ROM Included!Includes the following forms: Letters of engagement Privacy notices Powers of attorney Wills Pre and post-marital agreements Trusts

Author: Jeffrey A. Schoenblum
Publisher:
ISBN: 9781522135661
Category : Estate planning
Languages : en
Pages :

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Book Description
Estate Planning Forms and Clauses presents a comprehensive compilation of forms and clauses encompassing not only wills and trusts but all aspects of estate planning, with special attention to tax considerations and consequences.