Wills, Trusts and Estate Planning Handbook
Fourth Edition, 2006
By Harvey J. Williamson, Attorney at Law
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 forms.
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: The eBook version comes in a downloadable .PDF format.