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DRAFTING ESTATE PLANS
Hypotheticals raise the problems-sample
forms solve them.
With its many fact-driven issues, estate planning is
perfectly suited to the hypothetical approach that Drafting
Estate Plans takes. A practical power source for your next
estate planning drafting challenge, this book sets for
th clear, real-life case studies, and then presents the drafting
techniques and strategies you can use to tailor an estate plan
precisely to your client's situation.
Features...
• Narrative style scenarios with common and unusual problems
• Seasoned guidance on gifting, tax strategies, retirement planning, and
protecting family businesses from 14 expert estate planners
• Close to six dozen exhibits, including sample wills, trusts, checklists
• Forms-on-Disc for easy customization to your facts
• Comprehensive tables of authorities and subject index
BE UP TO DATED WITH THE LATEST INFORMATION
FOR ALL YOUR CLIENT’S ESTATE PLAN NEEDS.
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