Lexis Nexis LexisNexis Practice Guide: Pennsylvania Estate Planning
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Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
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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 practitioners 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.
The ISBN for the 2022 Edition was 9781663345981.
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Table of contents
Dedication
Foreword
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 — Health Care Powers of Attorney and Living Wills
Chapter 12 — Business Succession Planning
Chapter 13 — Post-Mortem Planning
Chapter 14 — Professional Responsibility in Estate Planning
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