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Wills, Trusts and Estate Planning THE WILLS, TRUSTS AND ESTATE PLANNING HANDBOOK - $47.95
Order online for only $42.00!

Fourth Edition, 2006

By Harvey J. Williamson, Attorney at Law ...
ISBN 1-880730-36-7

This up to-date, 368-page handbook contains everything an attorney needs to perform estate planning services in any state. It covers the estate planning needs of all types of persons, including the elderly and persons with modest estates. It also contains 26 professionally drafted model wills, trusts, powers of attorney, health care directives, and other estate planning documents, including up to date HIPAA release forms. Most of these documents are also contained in the Estate Planning Compact Disc.

This handbook covers the use of simple and complex wills, revocable and irrevocable trusts, IRAs, disclaimers, annuities, charitable and noncharitable gift making, durable powers of attorney, living wills, custodial gifts to minors, joint tenancy, and the distribution of retirements benefits. Good in every state, this handbook:

  • Contains an explanation of estate tax changes made by the Economic Growth and Tax Relief Reconciliation Act of 2001
  • Contains 9 model wills and 5 model trusts for typical clients
  • Contains current summaries of the estate planning laws of every state, including the will signing requirements.
  • Contains understandable explanations of the federal estate and gift tax laws.
  • Covers the use of living wills, health care directives and HIPAA releases.
  • Covers the professional responsibility requirements of attorneys in performing estate planning services.
  • Provides checklists and worksheets for use in obtaining the information needed to provide estate planning services.
  • Provides alternatives to trusts for persons with modest estates.
  • Covers the preparation of simple and complex wills.
  • Covers the preparation and use of intervivos and testamentary trusts.
  • Covers the use of annuities in estate planning.
  • Covers the preparation and use of durable powersof attorney for health care and asset management.
  • Covers the estate planning needs of single persons, the elderly, and persons with minor children

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ALSO OFFERED WITH SPECIAL PRICING AS PART OF THE ESTATE PLANNING PACKAGE!!!

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