A Lawyer's Guide to Estate Planning

This new book is intended to provide a helpful introduction to the basics of estate planning. It is written with an eye toward the needs of general practitioners and those who are seeking to develop a specialty in the estate-planning field. For this reason, the text is written in a user-friendly manner that provides basic text treatment of the subject along with cautions, examples, and planning pointers clearly denoted throughout the book. The cautions point out problem areas that must be considered to avoid an unwanted tax or other problem. The examples supplement the text and illustrate the point being discussed. The planning pointers show how to use the tax laws to benefit the tax and other planning needs of your clients. Also included on CD-Rom are numerous will and trust forms. These forms are annotated to make it clear why particular provisions are included in the will or trust. There are also cross-references between the text and the forms.
 
This new book is intended to provide a helpful introduction to the basics of estate planning. It is written with an eye toward the needs of general practitioners and those who are seeking to develop a specialty in the estate-planning field. For this reason, the text is written in a user-friendly manner that provides basic text treatment of the subject along with cautions, examples, and planning pointers clearly denoted throughout the book. The cautions point out problem areas that must be considered to avoid an unwanted tax or other problem. The examples supplement the text and illustrate the point being discussed. The planning pointers show how to use the tax laws to benefit the tax and other planning needs of your clients. Also included on CD-Rom are numerous will and trust forms. These forms are annotated to make it clear why particular provisions are included in the will or trust. There are also cross-references between the text and the forms.