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Practical Guide to Estate Planning, with CD (2014)

Book - Softcover
Publish Date: 10/06/2013
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Book - Softcover
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Provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. Now available in eBook format - download to your computer instantly.

Pages: 864

ISBN: 9780808036487

Binding: Other;Perfect bound/heavy paper cover

Volumes: 1...

Size: 7" x 10"

Offer Number: 9-6517-501

Update Frequency: Annually

Material ID: 10029998-0006


Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts.

Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.

This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field.

The 2014 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area.

Practical Guide to Estate Planning (2014) is now available in an eBook format which you can download to your computer instantly.

Table of Contents

Practical Guide to Estate Planning, with CD (2014)

Topics and Content

  • 1. The Estate Planning Process
  • 2. Basic Rules of Property Transfers Upon Death
  • 3. Basic Estate Planning Documents
  • 4. Trust Basics
  • 5. Estate and Gift Tax Basics: Tax Tools of the Estate Planner
  • 6. Planning for Spouse or Nonmarital Partner
  • 7. Issues in Planning for Children
  • 8. Using Gifts in Estate Planning
  • 9. Generation-Skipping Transfer Tax Planning
  • 10. Charitable Giving
  • 11. Planning for a Closely Held Business Interest
  • 12. Insurance
  • 13. Estate Planning with Retirement Benefits
  • 14. Post Mortem Estate Planning
  • Form 1 LivingTrust
  • Form 2 Living Trust Amendment
  • Form 3 Irrevocable Life Insurance Trust
  • Form 4 Annual Exclusion Trust
  • Form 5 Additional Annual Exclusion Trust
  • Form 6 Will with Pour-Over Provision
  • Form 7 Will with Outright Dispositions
  • Form 8 Codicil
  • Form 9 Durable Power of Attorney
  • Form 10 Health Care Proxy
  • Form 11 Living Will
  • Form 12 Charitable Remainder Unitrust
  • Form 13 Qualified Personal Residence Trust (QPRT)
  • Form 14 Grantor Retained Annuity Trust (GRAT)
  • Index
About the Author(s)

Ray Madoff, is a Professor at Boston College Law School where she has been specializing in the areas of trusts and estates and estate planning since 1993. Prior to entering teaching, she practiced law in New York and Boston, most recently with the firm of Hill & Barlow, P.C. She received her B.A. from Brown University with honors and her J.D. and LL.M. in Taxation from New York University School of Law. Professor Madoff has been a frequent lecturer on issues of tax and estate planning and is the author of numerous publications including, Undue Influence, 81 Minnesota Law Review 571 (1997) and Taxing Personhood: Estate Taxes and the Compelled Commodification of Identity, 17 Virginia Tax Review 759 (1998).

Professor Madoff is an Academic Fellow of the American College of Trusts and Estates Counsel. ACTEC is a national association of approximately 2,700 lawyers "who have made outstanding contributions to the field of Trusts and Estates in their communities."

Cornelia R. Tenney, is counsel in the Private Clients Group at Hill & Bartow, P.C. in Boston, Massachusetts. She received a B.A. with honors and an M.L.S. from the University of Wisconsin-Madison, an M.A. from the University of Pennsylvania, a J.D. magnacum laude from Harvard Law School, and an LL.M. in Taxation from Boston University. She served as a clerk to Justice Ruth Abrams at the Massachusetts Supreme Judicial Court. Her practice is focused on sophisticated estate planning, planning for business interests, and charitable organizations, and she has written and lectured frequently on these topics.

Martin A. Hall, has been with the law firm of Ropes & Gray, in Boston, Massachusetts, since 1986 and has been a partner since 1994. He is a member of the Private Client Group and Tax and Benefits Department. Prior to joining Ropes & Gray, he was associated with the Boston law firm of Herrick & Smith and was a Bigelow Teaching Fellow and Lecturer in Law at the University of Chicago Law School in 1982-83. Martin graduated with an M.A. in law, first class honors (1981) from Cambridge University, England and earned a J.D., summa cum laude (1986) from Boston University School of Law. Martin is co-author with Carolyn M. Osteen, also of Ropes & Gray, of the Harvard Manual on Tax Aspects of Charitable Giving (8th ed. 1999). Martin serves on several committees of the Tax Section of the American Bar Association and is a frequent lecturer on estate planning and charitable giving topics

Lisa Nalchajian Mingolla is a partner in the Trusts and Estates and Tax Departments at Sullivan & Worcester LLP In Boston, Massachusetts. Ms. Mingolla received her B.S.E., magna cum laude, from Princeton University, her J.D. from Boston College Law School, and her LL.M. in Taxation from Boston University School of Law. She is a member of the Trusts and Estates Section and Estate Planning Committee of the Boston Bar Association.

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