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Massachusetts Estate Planning, Will Drafting and Estate Administration Forms, with Diskette, Second Edition

Massachusetts Estate Planning, Will Drafting and Estate Administration Forms, with Diskette, Second Edition

Find accurate, up-to-date coverage of Massachusetts estate planning with this ...


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Publisher :Michie
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    Find accurate, up-to-date coverage of Massachusetts estate planning with this exhaustive work that provides expert guidance and insightful commentary in planning the disposition of your client's assets. Forms and checklists offer valuable starting points for drafting documents. The authors pull together primary legal sources, as they analyze these and many other topics:

  • Basics of estate planning
  • Acquisition of necessary data and professional responsibility
  • Income-shifting devices
  • Estate freezing techniques
  • The generation-skipping transfer tax
  • "Simple" wills and pour-over wills
  • Fiduciary and attorney fees in the settlement of estates

    This new edition reorganizes material, adds new perspectives, and includes additional forms such as: a checklist of tax-saving strategies, a declaration of homestead, a qualified conservation easement, a life estate agreement, and more. You'll also find a broader overview to the whole estate planning process and a discussion of issues related to estate and gift tax developments. New topics include these and others:

  • Irrevocable dynasty trusts
  • Family business succession planning
  • Alternative provisions for use in revocable trusts
  • Line-by-line reviews of the new resident and non-resident sponge tax return, and a federal estate tax return

    Available without diskette. Call for pricing.

    • VOLUME 1
    Ch 1 - ESTATE PLANNING BASICS
    Ch 2 - INITIATING THE ENGAGEMENT: ACQUISITION OF NECESSARY DATA
    AND PROFESSIONAL RESPONSIBILITY
    Ch 3 - ASSETS AND PLANNING
    Ch 4 - LIFETIME NON-CHARITABLE GIVING
    Ch 5 - LIFETIME CHARITABLE GIFTS
    Ch 6 - NOMINEE REALTY TRUSTS
    Ch 7 - PLANNING FOR RETIREMENT PLAN DISTRIBUTIONS
    Ch 8 - LIFE INSURANCE AND IRREVOCABLE TRUSTS
    Ch 9 - BUSINESS INTERESTS
    Ch 10 - ESTATE-FREEZING TECHNIQUES
    Ch 11 - MINORS' TRUSTS AND UTMA ACCOUNTS
    Ch 12 - THE DYNASTY TRUST
    Ch 13 - POWERS OF ATTORNEY, LIVING WILLS, AND OTHER DELEGATIONS OF AUTHORITY
    Ch 14 - GIFT TAX RETURNS
    Ch 15 - THE MARITAL DEDUCTION
    Ch 16 - ESTATE TAX CHARITABLE DEDUCTION
    Ch 17 - THE GENERATION-SKIPPING TRANSFER TAX

    VOLUME 2
    Ch 18 - ESTATE PLANNING BASICS
    Ch 19 - POUR-OVER WILLS
    Ch 20 - REVOCABLE TRUSTS
    Ch 21 - COMPLETING THE ESTATE PLAN AND THE TERMINALLY ILL CLIENT
    Ch 22 - ASSIMILATION OF INFORMATION - STEPS IN THE ADMINISTRATION
    PROCESS
    Ch 23 - PROBATE FORMS
    Ch 24 - POSTMORTEM TAX PLANNING
    Ch 25 - DISCLAIMERS
    Ch 26 - FIDUCIARY INCOME TAXATION
    Ch 27 - FEDERAL ESTATE TAX RETURN
    Ch 28 - FEDERAL ESTATE TAX RETURN FORMS
    Ch 29 - MASSACHUSETTS ESTATE TAX RETURN
    Ch 30 - MASSACHUSETTS ESTATE TAX RETURN FORMS
    Ch 31 - LIABILITY FOR PAYMENT OF TAX, RIGHTS OF RECOVERY AND
    APPORTIONMENT OF TAX
    Ch 32 - FIDUCIARY AND ATTORNEY FEES IN THE SETTLEMENT OF ESTATES
    Ch 33 - ALLOWANCE OF ACCOUNTS

     

    Clymer, John H.


    John H. Clymer is a graduate of Princeton University and Harvard Law School who practices in the Boston law firm of Hutchins, Wheeler & Dittmar. He is a member of the Boston, Massachusetts, and American Bar Associations, where he has been active on committees focusing on estate planning, probate, and nonprofit organization matters. Mr. Clymer is currently vice chairman of the Committee on Charitable Institutions: Tax and Other Problems, of the Probate Sections of the ABA Section of Real Property, Probate, and Trust Law. He is a Fellow of the American College Of Trust And Estate Counsel.

    Bannish, Robert G.


    Robert G. Bannish practices with the Boston law firm of Hutchins, Wheeler & Dittmar in the areas of estate planning, probate and trust administration and business and succession planning for closely held companies.

    Babson, Jr., Katherine L.


    Katherine L. Babson, Jr., is a graduate of Vassar College, Babson College and Boston College Law School (J.D.) who practices in the Boston law firm of Hutchins, Wheeler & Dittmar. She is a member of the Boston, Massachusetts, and American Bar Associations. She is a Fellow of the American College of Trust and Estate Counsel.

     

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