Arizona Estate Planning and Will Drafting with Forms

Arizona Estate Planning and Will Drafting with Forms is a comprehensive guide for estate planning practitioners in the state of Arizona. It covers foundational principles and legal changes and provides essential tools, forms, and insights into ethical considerations.
Publisher: Matthew Bender

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Print Book:1 volume, softbound
2024 Edition
ISBN: 9781663342362
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2024 Edition
ISBN: 9781663342379
Published: April 19, 2024
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eBook:mobi
2024 Edition
ISBN: 9781663342379
Published: April 19, 2024
In Stock
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Price
$300.00
Best value
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Product description

Arizona Estate Planning and Will Drafting with Forms is designed for both practicing and aspiring estate planning professionals in Arizona. This title delves into the complex yet crucial realm of estate planning.

Arizona Estate Planning and Will Drafting with Forms covers the attorney's role, ethical obligations, various legal documents (including wills, trusts, and powers of attorney), tax implications, and practical insights into client interactions.

Additionally, it includes a multitude of forms and checklists aiding in the implementation of tailored estate plans.

eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.

 

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Table of contents

Chapter 1 Estate Planning Basics

Part I The Estate Planning Lawyer

Part II Initial Estate Planning Procedures

Part III Preliminary Strategy

Chapter 2 Professional Responsibility in Estate Planning

Chapter 3 Powers of Attorney

Chapter 4 Probate and Non-Probate Asset Categorization

Chapter 5 The Potential for Probate

Part I Why a Will?

Part II The Role of the Personal Representative

Chapter 6 Wills: The Foundation of the Estate Plan

Part I Drafting the Will

Part II The Arizona Last Will and Testament

Chapter 7 Trusts: Introduction to the Simple Revocable Living Trust

Part I The Will is Not Enough

Part II Construction of the Arizona Revocable Living Trust

Part III Duties and Responsibilities of the Trustee

Part IV The Certification of Trust

Part V Trusts Without Individual Beneficiaries

Part VI Permitting and Preventing Changes to Trust

Chapter 8 Payment of Debts

Chapter 9 Introduction to Federal Estate, Gift, Generation-Skipping Transfer Taxes and Income Taxation of Trusts and Estates

Part I Overview of Transfer Tax System

Part II The Unified Transfer Tax

Part III Tax Basics

Part IV Fiduciary Income Tax

Part V Generation-Skipping Transfer Tax

Chapter 10 The Marital Deduction

Chapter 11 Trusts: Funding and Implementation


Appendix of Forms

Table of Cases

Table of Statutes

Index