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Estate Planning Principles and Problems

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ISBN-10: 1454805374

ISBN-13: 9781454805373

Edition: 3rd 2011 (Revised)

Authors: Wayne M. Gazur, Robert M. Phillips

List price: $109.00
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Description:

Using a case-study and problems approach, Estate Planning: Principles andProblems, Second Edition, introduces students to the principles of estateplanning - progressing from fundamental to complex issues - and thenencourages application of those principles by asking students to analyze shortproblems and exercises using real life client situations. This comprehensiveand straightforward Coursebook Series paperback includes a CD containing abroad assortment of common and necessary forms employed in an estate planningpractice that can be used to provide students with the drafting experiencethey will need as practicing attorneys.This hands-on coursebook is organized for maximum effect:fundamental issues are discussed first, then the authors move on to morecomplex issues, providing the student with the building blocks necessary tomaster the topicseach chapter begins with an overview of topics covered, followed by amore detailed discussion of legal doctrines and principlescase studies and exercises emphasize problems and solutions that arise inthe actual estate planning processexercises and case studies explore a broad variety of issuesand allow flexibility in teachingadaptable organization presents a life-cycle progressionreflecting the changing needs of clients from youth through old age, andmodest wealth to significant wealthan electronic forms supplement in CD effectively supports a draftingcomponent to the course, essential to master the techniquescoverage of federal tax issues is provided for those who wish to teachit, but the topic can be taught or omitted at the instructor'sdiscretiona bibliography at the end of each chapter provides extensive referencesourcesCompletely revamped with a new cover and a new title that better reflectsits scholarly nature and comprehensive scope, the Second Edition offersfurther refinements:updated text to reflect developments in particular subject matters suchas the Health Insurance Portability and Accountability Act of 1996,Circular 230 opinion letters, Rule Against Perpetuities, same-genderrelationships, asset protection and Medicaid planningrevised forms to reflect changes in the law since the First EditionChapter 16 has been expanded into two chapters: one providing acomprehensive overview of the wealth transfer tax and planning techniques, andthe other dealing with probate administration and preparation of the federalestate tax returnnow includes full texts of crucial cases and rulings, as well asteachable cases, such as:People v. Berge (attorney conflict of interest ethical discipline case)In Re Marriage of Guinn (marital property division case)Estate of Maria Cristofani (Crummey trusts)Revenue Ruling 2004-64 (defective grantor trusts)Revenue Ruling 95-58 (settlor's power to choose trustees)Audrey J. Walton (zeroed-out GRATs)Revenue Ruling 93-12 and Technical Advice Memorandum 9436005 (minorityinterest discounts)Revenue Ruling 66-167 (waiver of personal representative fees)Revenue Ruling 2006-26 (QTIP IRA trusts)Give your students the best preparation possible for the issues they will facein estate planning. Estate Planning: Principles and Problems, Second Edition, provides the opportunity for students not only to analyze realistic casestudies but to experience the hands-on preparation of the appropriate formsand documents.
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Book details

List price: $109.00
Edition: 3rd
Copyright year: 2011
Publisher: Kluwer Law International
Publication date: 10/19/2011
Binding: Paperback
Pages: 552
Size: 7.25" wide x 9.75" long x 1.00" tall
Weight: 2.244

Dealing with Clients
A Review of the Fundamentals of Drafting Wills
The Young Adult
The Wealthy Young Adult Contemplating Marriage
The Young Married Couple (Without Children)
Unmarried Couples
The Married Couple (with Young Children)
Gifts from Grandparents
Remarriage (with Children)
Migratory Married Couples
The Married Small Business Owner or Investor
Asset Protection and Retirement Planning
The Generation-Skipping Trust
Charitable Gifts
Planning for Incapacity
Federal Wealth Transfer Tax Principles and Planning Strategies
Probate and an Estate Tax Return
Index
Forms Supplement on CD
Engagement Letter
Non-Engagement Letter
Estate Planning Questionnaire (Basic:Unmarried Individual)
Client Balance Sheet
Client Document Summary
Joint Representation Letter
Disengagement Letter
Will Execution Checklist
Simple Will
Tangible Personal Property Memorandum
Statutory Durable Power of Attorney
General Durable Power of Attorney
Final Arrangements Instructions
Client Letter of Instruction
Comprehensive Advance Health-Care Directive (Health-Care Power of Attorney, Living Will & Anatomical Gifts)
Will with Contingent Trust
Complex Will (with Marital and Family Trusts)
Pourover Will
Revocable Trust
Marital Agreement
Irrevocable Trust
Qualified Domestic Trust Provisions
Disclaimer Will
IRS Forms 706 & 709 (with Instructions)