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Estate Planning Forms and Clauses 2012 Edition W/Forms on Disc

Estate Planning Forms and Clauses 2012 Edition W/Forms on Disc

A comprehensive compilation of forms and clauses encompassing all aspects of estate planning, with special attention to tax considerations.


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Publisher :Matthew Bender
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    Anderson's Estate Planning Forms and Clauses presents a comprehensive compilation of forms and clauses encompassing not only wills and trusts but all aspects of estate planning, with special attention to tax considerations and consequences.

    Anderson's Estate Planning Forms and Clauses contains an expanded selection of essential will and trust forms and clauses, including detailed clauses specifying investment, business management, and other administrative powers of the executor or trustee. It also includes a comprehensive collection of forms and clauses relating to living wills and advance health care directives.

    Forms and clauses of particular interest to practitioners include-
    • Charitable lead trusts

    • Charitable remainder annuity trusts

    • Charitable remainder unitrusts

    • Credit shelter trusts

    • Wide open trusts

    • Grantor retained annuity trust

    • Grantor retained interest trust

    • Grantor retained unitrust

    • Comprehensive ADR clause

    • Limited liability company

    • Limited partnership

    • Springing power of attorney

    • Federal estate tax apportionment

    • Irrevocable trust for minor satisfying IRC § 2503(c)(4.02)

    The forms and clauses in this edition have been supplied by some of the most eminent estate planning practitioners in the country, including Edward B. Benjamin, Jr., Dennis I. Belcher, Jerold I. Horn, Hugh F. Kendall, Frederick R. Keydel, Donald D. Kozusko, Louis A. Mezzullo, Conrad L. Moore, Sandford J. Schlesinger, and Robert C. Vaughn, Jr.

    Includes all forms on CD-ROM.

    Chapter 1: Introduction
    Chapter 2: Acknowledgment of Sources
    Chapter 3: Whole Will Forms
    Chapter 4: Inter Vivos Trust Forms

    WILL, TRUST, AND OTHER DOCUMENT CLAUSES
    Chapter 5: Acceptance of Will by Spouse
    Chapter 6: Acknowledgment
    Chapter 7: Administrative Powers of Executor and Trustee
    Chapter 8: Afterborn or After-adopted Children
    Chapter 9: Anatomical Gift
    Chapter 10: Ancillary Administration
    Chapter 11: Ancillary Executors and Trustees
    Chapter 12: Annuity
    Chapter 13: Testation
    Chapter 14: Bequest
    Chapter 15: Bond
    Chapter 16: Captions and Descriptive Word Headings
    Chapter 17: Charity
    Chapter 18: Class Gifts and Nonapplicability of Antilapse Statute
    Chapter 19: Community Property
    Chapter 20: Conflict of Interest
    Chapter 21: Conflict of Laws
    Chapter 22: Consolidation of Trusts
    Chapter 23: Contractual Wills
    Chapter 24: Cooperative Apartment
    Chapter 25: Debt
    Chapter 26: Definitions
    Chapter 27: Delegation of Powers
    Chapter 28: Disclaimer
    Chapter 29: Discretionary Trust
    Chapter 30: Divorce
    Chapter 31: Elective Share
    Chapter 32: Environmental Law Compliance
    Chapter 33: Executor and Trustee Appointment
    Chapter 34: Exoneration of Third Party
    Chapter 35: Exoneration of Trustee
    Chapter 36: Exordium
    Chapter 37: Expenses
    Chapter 38: Failure of Issue
    Chapter 39: Fees
    Chapter 40: First Refusal
    Chapter 41: Foreign Spouse and/or Other Foreign Beneficiary
    Chapter 42: Generation-Skipping Transfer Tax (GSTT) Clauses
    Chapter 43: Guardian
    Chapter 44: Homestead
    Chapter 45: Household Effects
    Chapter 46: In Terrorem Clause and Alternate Dispute Mechanisms
    Chapter 47: Income Interest
    Chapter 48: Incompetent Person or Minor
    Chapter 49: Incorporation by Reference
    Chapter 50: Investments
    Chapter 51: Legacy
    Chapter 52: Life Estate and Remainder in Real Property
    Chapter 53: Life Insurance and Other Death and Disability Benefits
    Chapter 54: Living Wills, Health Care Proxies, and Medical Directives
    Chapter 55: Marital Deduction
    Chapter 56: Minors
    Chapter 57: Partnership and Other Business Agreements
    Chapter 58: Percentage Payment
    Chapter 59: Personal Property
    Chapter 60: Pour-over and Pour-backs
    Chapter 61: Powers of Appointment
    Chapter 62: Powers of Attorney
    Chapter 63: Premarital Agreements
    Chapter 64: Principal and Income
    Chapter 65: Probate Court
    Chapter 66: Qualified Interest PropertyI.R.C. ' 2032A
    Chapter 67: Qualified Retirement Plans and IRAs
    Chapter 68: Removal of Trustee
    Chapter 69: Residence
    Chapter 70: Residuary Estate
    Chapter 71: Resignation of Executor or Trustee
    Chapter 72: Rule Against Accumulations
    Chapter 73: Satisfaction of Legacies
    Chapter 74: Severability
    Chapter 75: Shares of Estate or Trust and Their Administration
    Chapter 76: Spendthrift and Protective Trust Clauses
    Chapter 77: Sprinkle Trust
    Chapter 78: Subchapter S Stock Held in Trust
    Chapter 79: Successor Trustees
    Chapter 80: Survivorship Clauses
    Chapter 81: Taxes
    Chapter 82: Technical Material, Exhibits, and Appendices
    Chapter 83: Termination, Amendment, Revocation and Severance of Trusts
    Chapter 84: Testimonium
    Chapter 85: Trust Advisors and Other Special Fiduciaries: Appointment and Replacement
    Chapter 86: Trust Records and Accounts
    Chapter 87: Withdrawal Rights

     

    Jeffrey A. Schoenblum


     

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