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Print Book :3 volumes, looseleaf, updated annually
ISBN: 9781522130765
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ISBN: 9781522130772
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Manage your clients' civil transactions confidently and efficiently. Obtain quick access to practically everything you need to negotiate and handle your clients' transactions with confidence, speed, and authority... from start to finish.

Pennsylvania Transactions: Wills and Trusts is logically organized to help you find current substantive law, practical procedural guidance, or necessary documents and forms. Broken down into comprehensive chapters addressing specific transactions, the guide covers these important subject areas:

• Wills and Estate Plans
• Fiduciaries and Testamentary Trusts
• Gifts and Living Trusts

Benefit from these useful time-saving practice aids:

• Scope – identifies the topics covered, and provides the customer reference to additional materials relevant to those topics.
• Synopsis – provides a table of contents roadmap for each Chapter to assist in narrowing the customer’s search for specific materials;
• Research Guide – provides a list of major federal and state statutes, regulations, legal annotations, and law review articles and other texts concerning the Chapter topics.
• Legal Background – contains a substantive discussion of the relevant law concerning the topics at hand, including citations and cross-references to pertinent authorities
• Practice Guide – provides a step-by-step guide to conducting the particular transactions being addressed, beginning with the Client Interview and continuing through the drafting and execution of the appropriate Forms.
• Forms – each Chapter provides Forms used in connection with the transactions being addressed, which may be modified by the customer to meet the specific needs of their client or situation. Forms include materials drafted by Pennsylvania attorneys (such as contracts, financing agreements or disclosures), official Forms issued by governmental entities, and Forms formatted to comply with court rules (such as pleadings or motions).

Authors / Contributors

Table of Contents

VOLUME 1



Division One Wills and Estate Plans


Chapter 1. Estate Planning Guide

Chapter 2. Contracts to Transfer Property at Death

Chapter 3. Standard Wills

Chapter 4. Marital Deduction Wills

Chapter 5. Charitable Dispositions

Chapter 6. Codicils

Chapter 7. Beneficiaries and Testator’s Instructions

Chapter 8. Disposition of Property

Chapter 9. Conditional Estates and Future Interests





VOLUME 2



Division Two Fiduciaries and Testamentary Trusts


Chapter 10. Powers of Appointment

Chapter 11. Executors

Chapter 12. Testamentary Guardians

Chapter 13. Testamentary Trustees

Chapter 14. Standard Testamentary Trusts

Chapter 15. Testamentary Trust Dispositions

Chapter 16. Testamentary Trust Directions





VOLUME 3



Division Three Gifts and Living Trusts


Chapter 17. Anatomical Gifts

Chapter 18. Irrevocable Living Gifts

Chapter 19. Revocable Trusts

Chapter 20. Marital Deduction Trusts

Chapter 21. Charitable Trusts

Chapter 22. Insurance Trust Provisions

Chapter 23. Personal Gifts

Table of Cases.

Table of Statutes.

Index.