Estate Planning Forms

Estate Planning Forms

Paperback Published on: 15/10/2009
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Synopsis

An estate plan can have several elements--a will; an assignment of power of attorney; a living will or healthcare proxy; and in some cases, a trust. As an estate planner, you must be mindful of both federal and state laws governing estates when assembling plans for clients. Estate Planning Forms, by L. Rush Hunt, covers all elements of estate planning in detail with easy-to-follow, time-saving forms. This book empowers attorneys to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court. The primary purpose of Estate Planning Forms is to ensure that the greatest amount of the estate passes to the estate owner's intended beneficiaries. With the guidance in this book, you will be able to offer greater protection of your client's assets from creditors and lawsuits.

CD-ROM Included!Includes the following forms:

Letters of engagement

Privacy notices

Powers of attorney

Wills

Pre and post-marital agreements

Trusts

Publisher information

  • Publisher: American Bar Association
  • ISBN: 9781604423846
  • Number of pages: 320
  • Dimensions: 279 x 215 mm
  • Languages: English

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