LexisNexis Practice Guide: Minnesota Estate Planning
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This book was created to assist Minnesota attorneys who are new to the estate planning practice area. It combines the planning concepts that are mandatory to any estate planning practice with practical tips, practice cautions, and intake and conveyance forms for use in client matters.
This book will benefit attorneys who have not previously focused on the drafting of estate plans in Minnesota. From the initial client phone call to drafting effective distribution language and coordinating tax-qualified retirement accounts, this book walks the new estate planning practitioner through planning concepts and best practices for effective representation.
The author is a respected and sought-after estate planning attorney who created a thriving law practice working exclusively with Minnesota families and their estate plans.
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Table of contents
Chapter 1 Estate Planning Fundamentals
Chapter 2 Client Intake: Planning Fundamentals
Chapter 3 Intestacy Basics and Spousal Rights
Chapter 4 Wills
Chapter 5 Revocable Trusts
Chapter 6 Powers of Attorney
Chapter 7 Health Care Directive
Chapter 8 Real Estate Deeds
Chapter 9 Income, Estate, and Gift Tax Primer
Chapter 10 Retirement Accounts and Beneficiary Designations