LexisNexis Practice Guide: Pennsylvania Estate Planning
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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.
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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