Estate Planning: Principles and Problems
Chapter 1. Dealing with Clients
Chapter 2. A Review of the Fundamentals of Drafting Wills
Chapter 3. The Young Adult
Chapter 4. The Wealthy Young Adult Contemplating Marriage
Chapter 5. The Young Married Couple (Without Children)
Chapter 6. Unmarried Couples
Chapter 7. The Married Couple (with Young Children)
Chapter 8. Gifts from Grandparents
Chapter 9. Remarriage (with Children)
Chapter 10. Migratory Married Couples
Chapter 11. The Married Small Business Owner or Investor
Chapter 12. Asset Protection and Retirement Planning
Chapter 13. The Generation-Skipping Trust
Chapter 14. Charitable Gifts
Chapter 15. Planning for Incapacity
Chapter 16. Federal Wealth Transfer Tax Principles and Planning Strategies
Chapter 17. Probate and an Estate Tax Return
Index
Forms Supplement on CD
1.1 Engagement Letter
1.2 Non-Engagement Letter
1.3 Estate Planning Questionnaire (Basic:Unmarried Individual)
1.4 Client Balance Sheet
1.5 Client Document Summary
1.6 Joint Representation Letter
1.7 Disengagement Letter
1.8 Will Execution Checklist
B Simple Will
C Tangible Personal Property Memorandum
D-1 Statutory Durable Power of Attorney
D-2 General Durable Power of Attorney
E-1 Final Arrangements Instructions
E-2 Client Letter of Instruction
F Comprehensive Advance Health-Care Directive (Health-Care Power of Attorney, Living Will & Anatomical Gifts)
G Will with Contingent Trust
H Complex Will (with Marital and Family Trusts)
I Pourover Will
J Revocable Trust
K Marital Agreement
L Irrevocable Trust
M Qualified Domestic Trust Provisions
N Disclaimer Will
O IRS Forms 706 & 709 (with Instructions)