LexisNexis Practice Guide: Pennsylvania Estate Planning

LexisNexis Practice Guide: Pennsylvania Estate Planning provides accurate, up-to-date coverage of Pennsylvania estate planning principles, along with a broad overview of the estate planning process. Expert guidance and insightful commentary in planning the disposition of client assets is accompanied by forms that offer valuable starting points to draft documents and facilitate the estate planning process.
Publisher: Matthew Bender
eBook :mobi
2018 Edition
In Stock
ISBN: 9781522160984
Publisher: Matthew Bender
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Book Edition: 2018

Product details

This publication provides concise treatment of Pennsylvania estate planning principles, coupled with a broad overview of the estate planning process. The volume provides practitioners salient concepts and signposts essential to client engagement.

This volume will benefit practitoners not ordinarily focused on estate planning and who seek a fundamental working knowledge of key principles relevant to estate planning practice in general and Pennsylvania in particular. By the same token, seasoned estate planning practitioners can use this resource as a guide and ready reference to consult at every stage of client engagement. Forms provide the user extra tools to facilitate client engagement and planning. This work is distinguished, insofar as additional minutiae found in other works in this genre may not serve interests of the targeted audience.

The author is a highly seasoned and experienced practitioner, serving as chair of the tax and estates practice group in the Philadelphia office of a renowned Pennsylvania law firm. In this work, the author provides a fresh and concise presentation that will benefit a broad audience.

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Table of Contents



About the Author

Chapter 1 – Client Intake and Data Conversion

Chapter 2 – Estate Planning Basics

Chapter 3 – Advanced Planning

Chapter 4 – Non-Probate Assets

Chapter 5 – Pre- and Post-Marital Agreements

Chapter 6 – General Trust Law Considerations in Pennsylvania

Chapter 7 – Revocable Trusts (a.k.a. Living Trusts)

Chapter 8 – Irrevocable Trusts

Chapter 9 – Charitable Planning for the Philanthropically Inclined

Chapter 10 – Financial Powers of Attorney

Chapter 11 – Medical Powers of Attorney and Living Wills

Chapter 12 – Business Succession Planning

Chapter 13 – Post-Mortem Planning

Chapter 14 – Professional Responsibility in Estate Planning