Practical Guide to Estate Planning, with CD (2010 Edition)Topics and Contents |
| The Estate Planning Process |
| Basic Rules Of Property Transfers Upon Death |
| Basic Estate Planning Documents |
| Trust Basics |
| Estate And Gift Tax Basics: Tax Tools Of The Estate Planner |
| Planning For Spouse Or Nonmarital Partner |
| Issues In Planning For Children |
| Using Gifts In Estate Planning |
| Generation-Skipping Transfer Tax Planning |
| Charitable Giving |
| Planning For A Closely Held Business Interest |
| Insurance |
| Estate Planning With Retirement Benefits |
| Post Mortem Estate Planning |
| Form 1 Living Trust |
| 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) |
| Index |