Description
This multivolume set provides a firm foundation for drafting any will or trust agreement using an estate planning system. Sets forth, in a form-and-comment format, the nuances of using the estate analysis checklists, as well as retrieving and analyzing family and financial information. Explains the federal tax law and state law pertinent to estate planning, with in-depth discussions on generation-skipping transfers and individual trustees. Identifies problem areas and possible solutions in using individuals as trustees. Provides suggestions for helping your client understand the estate plan.
Features
- Forms and checklists necessary to complete a revocable trust agreement
- Forms, checklists, and guidance necessary to complete community property revocable trust agreements
- Information you need to complete the estate plan using wills
- Forms, checklists, and guidance necessary to complete joint property joint trust agreements for use in common law states
- Tools to prepare such irrevocable trust agreements as a Long-Term GST trust, a Crummey trust, and a 2053(c) trust