Estate Planning with Forms, 3d (Vols. 23-24, Massachusetts Practice Series)

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In Estate Planning with Forms, a nationally recognized authority on estate planning and taxation provides a clear overview of Massachusetts law on wills, trusts, and tax concepts. The author examines issues regarding capital gains, asset protection, family limited partnerships, and charitable remainder trusts. She also reviews changes in Massachusetts probate law with the adoption of the Uniform Probate Code, including:

Durable power of attorney
Revocation of a healthcare proxy
Intestacy
Execution of a witnessed will
Forms of administering an estate
Self-proving affidavit

This practical set also contains a comprehensive collection of forms.

Summary of contents

Volume 23
Chapter
1. Financial and Family Information and Objectives
2. Correspondence and Closing Agenda
3. The Durable Power of Attorney
4. The Massachusetts Health Care Proxy and the Living Will
5. Estate and Gift Taxation
6. The Federal Estate Tax
7. The Federal Gift Tax
8. The Generation Skipping Tax
9. The Massachusetts Estate Tax
10. Disclaimers
11. Wills
12. Codicils
13. Trusts
14. Tax Clauses
15. Simple Wills and Testamentary Trusts
16. Revocable Living Trust with Pour-Over Will for Persons Who Do Not Have Taxable Estates
17. Revocable Living Trusts with Pour-Over Wills for Spouses with Taxable Estates
Volume 24
1. Estate Planning for the Non United States Citizen Spouse: The QDOT
2. Uniform Transfers to Minors Act
3. Present Interest (Section 2503 (c)) Trusts for Gifts to Persons Less than the Age of Twenty-One
4. Long Term Irrevocable ("Crummey" Trusts)
5. Estate Planning and Life Insurance
6. Estate Planning for the Closely Held Business Owner
7. The Family Limited Partnership
8. Estate Planning and the Retirement Asset
9. Same Sex Marriage
10. The Charitable Foundation
11. Estate Planning and Asset Protection
12. Estate Planning and Medicaid
- Table of Laws and Rules
- Table of Cases
- Index