Revocable Trusts, 5th

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Get everything you need to analyze, draft, present, and execute a contemporary living trust in any of its many forms and constructions. Drafts drawn up with practice-tested forms on disk, and the sample client letters, wills, and graphically-illustrated procedural charts will ease your task and lend confidence in the resultant document. All the "pros" and "cons" are at your fingertips in these volumes, including a comprehensive survey of estate planning trusts, income tax implications of estate planning trusts, asset calculations for trust transfers, and all necessary forms.

Features

Explains basic advantages of revocable living trusts
Illustrates the mechanical procedures
More than 100 forms, letters, sample wills, and other guides also available on an optional forms CD-ROM
Stresses the centrality of in-depth client relations

Summary of contents
Replacement pages

Volume 1
Chapter
1. Overview of Some Psychological Issues About Estate Planning
2. Basic Aims of Estate Planning and Basic Premises
3. Fiduciary Relationship in the Context of Trust Administration
4. Basic Trust Concepts
5. Valuation
6. Ethics and Conflicts of Interests
7. Problems With the Probate System
8. The Value of a Revocable Living Trust for a Single Person
9. First Meeting With Clients to Explore Estate Planning Options
10. Basic Facts to be Analyzed By Counsel
11. Attorney-Client Forms of Engagement
12. Gifts by Donor-Trustors
13. Primary Alternative Planning Techniques
14. Physical Appearance Issues of Estate Planning
15. Choosing the Appropriate Trustee and Kinds of Trusteeship
16. Choosing a Corporate Trustee
17. Special or Independent Trustee
18. Important Documents to be Considered in Quality Planning
19. Preparation of Drafts
20. Design of Trust
21. Analysis Of Specific Trust Sections – Substantive Provisions
22. Analysis Of Specific Trust Sections – Administrative Provisions
23. Simplifications of Language
24. Special Drafting Problems for Larger Estates
25. Generation-Skipping
26. Elements Of Pour-Over Wills
27. Qualified Terminal Interest Property Trust (QTIP Trust)
28. Qualified Domestic Trusts (QDOTS)
29. Choice of Laws
30. Approaches in Determining Competency
31. Use of Discretionary Additional Documents With a Revocable Trust
Volume 2
1. Functional Uses of the Advance Health Care Declaration, Durable Powers of Attorney for Health Care, and Issues Concerning the So-Called “Right to Die”
2. Explaining the Drafts to Clients
3. The Signing and Witnessing of the Documents
4. Rights of Life Tenant-Rights of Remainderman
5. Future Amendments to the Revocable Living Trust
6. The Name Used on Documents of Title and Methods of Notarization
7. Methods of Transferring Assets to the Trust
8. Informing the Client About the Transfer Process on an Ongoing Basis
9. Working With Various Companies Involved With Title Considerations
10. Working With Other Professionals and Financial Institutions
11. Realities of Family Problems and How to Make Administration Easier
12. Procedures, Reporting Requirements, Bookkeeping, and Drafting Options After First Death
13. Certification Techniques for Trusts
14. Establishing Proper Records for Trust
15. Allocations of Assets at Death of First Spouse
16. Use of Qualified Disclaimers
17. Assets Not Transferred to Trust During Life
18. Maintaining Proper Bookkeeping in Fulfilling Fiduciary Responsibility
19. Use of a Non A-B Trust
20. Use of Powers of Appointment and Discretionary Powers
21. Use of the Courts Where a Revocable Trust is Used
22. Insurance Trust With Revocable Living Trust
23. Funding for Estate Taxes
24. The Issues of Competency and Use of Non-Lawyer Professionals
25. Paying Death Taxes on Both Deaths
26. Post-Mortem Tax Planning With a Revocable Trust
27. New Estate Planning Opportunities
28. Environmental Problems With Trusts
29. Creative Use of Trusts
30. Nontraditional Family Relationships
31. Use of One Trust Indenture for Spouses in Common Law States
32. Trust System for Privacy
33. Practical, Ethical, and Persistent Objectives in the Use of Revocable Living Trusts
34. Disability – Problems and Options
35. Keeping Current With Clients
36. Working With Difficult Clients
37. The Trust Situs
38. Economic Growth and Tax Relief Reconciliation Act of 2001 Examined
39. With All the Legal Changes, What Options are Realistic?
Volume 3
- Appendices
Volume 4
- Appendices (continued)
- Glossary
- Table of Laws and Rules
- Table of Cases
- 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.

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