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Florida Will & Trust Forms Manual -- Automated Forms Version 2008 Update

Based on the comprehensive publication by the late Walter S. Kane, now ...


Availability: In Stock
Publisher :LexisNexis Publishing Solutions Attorney
Format: CD-ROM; 1 year subscription , CDROM
ISBN: 9781422459454
2008
  $499.00
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    Based on the comprehensive publication by the late Walter S. Kane, now with the added power of HotDocs!! The Fourth Edition sets forth the essential principles of estate planning and enables you to prepare a complete set of documents that meet your clients’ needs. Using Model Wills and Trusts, this manual covers complex estate planning strategies as well as simple wills. The forms in this manual are designed to save you many hours in drafting your clients’ estate planning documents and are even more powerful in this automated forms version.

    HotDocs is an easy-to-use and powerful software . Simply enter client and case information once -- a series of prompts guides you through the process. With one click, the information is inserted automatically throughout the form in the approrpiate format. Your document is ready to print. You can even save the information you've entered to an answer file and use it to complete other forms for the same client.

    Using the automated forms version you can:

  • Create your own custom clauses for one-time use, or store them once to be used over and over again.
  • Modify the default text during composition
  • Easily reorder and move clauses in and out of the document

    Includes updates through the July 1, 2007 legislation and includes:
  • Extensive updates detailing the impact of the 2006 Enactment of the Florida Trust Code, effective July 1, 2007.
  • Analysis of the effect of the recent amendment to Rule Against Perpetuities on irrevocable trusts.
  • Discussion of the impact of the Pension Reform Act of 2006 on rollovers.

    BUY NOW AND RECEIVE THE 2008 UPDATE FREE!!

    View System Requirements

    Purchase price includes free training.

    • Summary Contents

  • Elements of a Will
  • Fundamentals of Estate Planning, including:
  • Estate Planning Questionnaires
  • Memorandum for Disposition of Tangible Personal Property
  • Beneficiary Designations of Insurance, Pension and Profit Sharing Plans
  • Problems and Solutions in Using Individual Trustees
  • Model Wills (Single and Married Persons, Modest to Large Estates), including:
  • Simple Outright and Small Trusts
  • Disclaimer
  • Marital Deduction and Credit Shelter Dispositions
  • GST and QDT
  • all with Interchangeable Alternate Clauses
  • Model Codicils
  • Model Revocable Living Trust Agreements with Pour-Over Wills (Single and Married Persons, Modest to Large Estates)
  • Model Amendments and Revocation of Revocable Living Trusts
  • Model Powers of Attorney, Living Wills, and Advance Directives, Appointment of Preneed Guardians for Adults and Minors Model Irrevocable Trust Agreements for Minors, One Life and Last-to-Die Insurance Policies

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