More trusts and estates resources in the Lexis Practice Advisor® Trusts & Estates practice area

More trusts and estates resources in the Lexis Practice Advisor® Trusts & Estates practice area

The Lexis Practice Advisor Trusts & Estates offering continues to build its coverage with more content being posted every week. A new International Considerations topic was recently added, which contains links to a number of international guides addressing tax and estate issues, as well as a Trust Administration subtopic within Trusts that includes essentials for funding and administering a trust. Additionally, a new resource kit, Estate Plan Resource Kit for Single Individual (NY), is now available, providing users with a comprehensive list of linked practice notes, forms, and checklists they may need when preparing an estate plan for an unmarried client in New York. Included in that list are newly developed forms like Living Will (NY) and Health Care Proxy (NY).

Tax coverage has also been enhanced. A  practice  note called Federal Estate Tax Return has recently been added, providing step-by-step guidance on how to prepare an estate tax return. All tax considerations practice notes have been updated to reflect the 2019 estate, gift, and income tax changes, including Principles of the Federal Estate Tax.