Includes one copy of the Estate Planning Handbook and the Estate Planning Forms
Estate Planning Handbook: (View the Table of Contents)
This 368-page handbook contains everything an attorney needs to perform estate planning services in any state. It covers the estate planning needs of all types of persons, including the elderly and persons with modest estates. It also contains 26 professionally drafted model wills, trusts, powers of attorney, health care directives and other estate planning documents, including up to date HIPAA release forms. Most of these documents are also contained in the Estate Planning CD. This handbook covers the use of simple and complex wills, revocable and irrevocable trusts, IRAs, disclaimers, annuities, charitable and noncharitable gift making, durable powers of attorney, living wills, custodial gifts to minors, joint tenancy and the distribution of retirements benefits. Appropriate for every state, this handbook contains: An explanation of estate tax changes made by the Economic Growth and Tax Relief Reconciliation Act of 2001; 9 model wills and 5 model trusts for typical clients; Current summaries of the estate planning laws of every state, including the will signing requirements; Understandable explanations of the federal estate and gift tax laws; An explanation of the use of living wills, health care directives and HIPAA releases; An explanation of the professional responsibility requirements of attorneys in performing estate planning services; Checklists and worksheets for use in obtaining the information needed to provide estate planning services; Alternatives to trusts for persons with modest estates; The preparation of simple and complex wills; The preparation and use of intervivos and testamentary trusts; The use of annuities in estate planning; The preparation and use of durable powers of attorney for health care and asset management; The estate planning needs of single persons, the elderly, and persons with minor children.
NOTE: eBooks come in downloadable .PDF format.
Estate Planning Forms (CD and eForms (download) versions):
These forms are designed for use with The Wills, Trusts and Estate Planning Handbook, 4th Edition, 2006. The estate-planning documents contained in these forms are identical to the model documents contained in the Handbook. The documents are provided in both Word Perfect and Microsoft Word formats and may be used with any version of Windows. 26 Documents Included: Model Estate Planning Representation Letter, Limited Power of Attorney, General Power of Attorney, General (Durable) Power of Attorney, General (Springing) Power of Attorney, Separate Written Statement Disposing of Tangible Personal Property, Instructions for Separate Written Statement Disposing of Tangible Personal Property, Joint Will by Husband and Wife, Simple Will with Contingent Trust for Married Person with Minor Children, Simple Will for Married Person with Grown Children, Simple Will for Married Person with No Children, Simple Will for Married Person Containing Outright Martial Deduction Gift, Simple Will for Unmarried Person With Children, Simple Will for Unmarried Person With No Children, Pour-Over Will for Use with Inter Vivos Trust, Miscellaneous Will Provisions, Complex Will with Marital Deduction Estate Trust and Family By-Pass Trust, Disclaimer Will with Family By-Pass Trust, Codicil to Will, Revocable Trust Agreement Containing Marital Power of Appointment Trust and Family By-Pass Trust, Irrevocable Trust Agreement Containing QTIP Spousal Trust and Children’s Trust with “Crummey” Withdrawal Powers, Sample Provisions for Qualified Domestic Trust, Revocable Family Trust Without Marital Deduction, Section 2503(c) Trust for Minor, Living Will, Instructions for Use and Understanding of Living Will, Durable Power of Attorney for Health Care, HIPAA Release.