Lexis Nexis Illinois Estate Planning, Will Drafting and Estate Administration Forms, with Practice Commentary
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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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Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition is the one guide you'll turn to again and again as you serve the needs of your clients and their families.
This authoritative two-volume work is comprehensive and up-to-date, with chapters on everything from the estate planning process to lifetime giving techniques and asset transfers outside of wills and revocable trusts. Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition is well organized and clearly written, making it an indispensable text for newcomers to the field as well as experienced practitioners
Thoroughly Revised for the Fourth Edition
The fourth edition contains many valuable new features, including:
- Reformatted chapters for easy of customer use; new chapters on Insurance Planning, Asset Protection Planning, Gift Tax Returns and Guardianship Considerations.
- Expanded discussions of planning considerations for various situations.
- Expanded discussions of opening a probate estate, considerations surrounding probate, and closing the probate estate.
- Separate chapters devoted to using various entities, such as partnerships, LLCs, and trusts.
- All of the forms that are necessary for estate planning and administration in Illinois.
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Featured Authors
David A. Berek
David A. Berek is a Partner in the Advanced Planning and Family Office Practice Group at Handler Thayer, LLP. He focuses his practice on Family Office Administration and Structuring, Wealth Transfer Planning, Income Tax Planning, and Trusts and Estates. Prior to joining Handler Thayer, LLP, David was a Wealth Strategist in the Credit Suisse Wealth Planning group and a Family CFO in the Credit Suisse Family Office Group. As a Family CFO, David worked with ultra high net worth families coordinating the family's financial and estate planning goals with investment management. Prior to joining Credit Suisse in 2005, David practiced for 6 years as a trust and estate planning attorney, most recently with McGuireWoods LLP and Kirkland & Ellis LLP. David also has 7 years of public accounting experience with Arthur Andersen LLP and Coopers & Lybrand LLP specializing in the taxation of high net worth individuals, and 4 years of experience in estate settlement and trust administration with The Northern Trust Company. David is licensed to practice law in Illinois and Florida and is awarded an AV peer review rating by Martindale-Hubbell which is the highest rating available for both legal abilities and ethical standards. David is also a Certified Public Accountant (Illinois), and a Certified Financial PlannerTM.
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