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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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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…    
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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
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)