Oklahoma Estate Planning, Will Drafting and Estate Administration Forms
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Oklahoma Estate Planning, Will Drafting and Estate Administration Forms, authored by two of Tulsa's top estate experts, is both an extensive drafting guide and a valuable practice manual for elder law and estate planning attorneys. This indispensable tool provides new and experienced practitioners alike with analysis and forms that can be tailored to meet the growing demands of clients and their families.
Get the forms, checklists, and supporting text material you need in this two-volume set. Learn from clear and understandable sample forms that are easily and completely customizable.
Recently updated, Oklahoma Estate Planning, Will Drafting and Estate Administration Forms offers new and improved information for this growing area of law.Learn new information about:
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Table of contents
Part 1 ESTATE PLANNING AND WILL DRAFTING
Chapter 1 Estate Planning Basics
Chapter 2 Acquisition of Necessary Data
Chapter 3 Non-Probate Assets
Chapter 4 Powers of Attorney
Chapter 5 Pre-Probate Planning: A Primer
Chapter 6 Income-Shifting Devices
Chapter 7 Irrevocable Life Insurance Trusts
Chapter 8 Irrevocable Trusts Other Than Insurance Trusts
Chapter 9 Revocable Trusts
Chapter 10 Charitable Gifts
Chapter 11 "Simple" Wills
Chapter 12 The Marital Deduction - Discussion
Chapter 13 Complex Wills
Chapter 14 Professional Responsibility
Chapter 15 Estate Freezing Techniques
Chapter 16 The Generation-Skipping Transfer Tax
Chapter 17 Powers of Appointment
Chapter 18 Planning for Present and Future Incapacity
Chapter 19 Recent Developments
Part 2 ESTATE ADMINISTRATION
Chapter 1 Disclaimers and Election by Surviving Spouse
Chapter 2 Assimilation and Management of Information
Chapter 3 Estate of John A. Dough - Model Forms
Chapter 4 Post-Mortem Tax Planning
Chapter 5 Fiduciary Income Taxation
Chapter 6 Compensation of Personal Representatives and Attorneys
Chapter 7 Oklahoma Estate Taxes