Estate Planning (Vols. 7-9, West's® Pennsylvania Forms)

Availability:

In stock

(details)

Email this page

100002176

Book - hardbound (Full set)

$863.00

Book - hardbound (Individual volumes)

Monthly pricing (What's this?)

$64.00/month

Help your clients prepare for a secure retirement, plan an orderly transition for their personal and business interests, and maximize assets for themselves, their heirs, and charities with Estate Planning. You'll find more than 1,000 pages of forms for fast document preparation, including:

• Wills for married and unmarried clients, with or without children

• Codicils, disclaimers, and various types of trusts

The major sections of this important set cover the issues of:

• Personal and healthcare planning

• Unmarried persons with taxable or nontaxable estates

• Married persons with nontaxable estates

• Documents related to wills

• Inter vivos planning

This resource also includes practice-tested model forms and documents for accurate and effective complaints, pleas, motions, and other procedures. Research aids include tables of cases, statutes, rules, and regulations.

Summary of contents
Replacement pages

Volume 7—Estate Planning
- Scope
- Preface
- Recent Developments
- Part I. Systematizing Estate Planning
  Chapter
  1. Financial And Family Information And Objectives; Ethical Considerations
  2. Correspondence And Closing Agenda
- Part II. Personal And Health Care Planning
  1. Powers Of Attorney
  2. Anatomical Gifts
- Part III. Unmarried Persons With Taxable Or Nontaxable Estates
  1. Wills For Unmarried Persons Without Children
  2. Wills For Unmarried Persons With Children
- Part IV. Married Persons With Nontaxable Estates
  1. Wills For Married Persons Without Children
  2. Wills For Married Persons With Children
Volume 8—Estate Planning
- Part V. Married Persons With Taxable Estates—Separate Or Combined
  1. Wills For Married Persons With Children: Separate Or Combined Estates Are Subject To Federal Estate Tax And Marital Deduction To Be Used
Volume 9—Estate Planning
- Part V. Married Persons With Taxable Estates—Separate Or Combined (continued)
  1. Wills For Married Persons Without Children And With Taxable Estates
  2. Revocable Living Trusts With Pour Over Wills
- Part VI. Documents Related To Wills
  1. Codicils
  2. Disclaimers
  3. Life Insurance Beneficiary Designation And Assignment Of Ownership
- Part VII. Inter-Vivos Planning
  1. Uniform Transfers To Minors Act Transfers
  2. Present Interest (Section 2503(C)) Trusts For Gifts To Persons Less Than The Age Of Twenty-One
  3. Long Term ("Crummey") Trusts
  4. Charitable Remainder Trusts [New Chapter]
- Table Of Cases
- Table Of Statutes
- Table Of Rules
- Table Of Regulations
- Index

Enter replacement volume, chapter and page numbers separated by commas. For example: Volume 2, Chapter 5, Pages 7, 12-19. Please limit requests to 25 pages or less. If you are located outside the United States or for more than 25 pages please contact Customer Service 1-800-328-4880.

* Denotes required fields

Replacement pages *

First name *

Last name *

Country *

Organization name

E-mail *

Phone *

West account *

Address *

P.O. Box

City *

State *

ZIP *