Drafting New York Wills and Related Documents

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This new edition is organized into parts covering drafting wills, revocable trusts, advance directives, and retirement and estate planning.

This publication offers a complete package of forms, primary source, and analysis, and includes:
• Checklist of more than 150 items to consider when drafting a will or testamentary trust.
• Over 700 will clauses for specific purposes, keyed to the checklist.
• All complete wills, trusts, and clauses included on a complimentary CD for use with any word processing system.
• Wills and trusts are accompanied by discussion of applicable EPTL and SCPA provisions, federal and state tax considerations, and case law and IRS decisions necessary for drafting.

First published in 1969

The eBook versions of this title feature links to Lexis Advance for further legal research options.

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Table of Contents

VOLUME ONE

PART I OVERVIEW OF WORK

CHAPTER 1 Overview of Drafting New York Wills and Related Documents

PART II DRAFTING NEW YORK WILLS

SUBPART A: PRELIMINARIES TO DRAFTING NEW YORK

CHAPTER 2 Preliminaries to Drafting Wills

CHAPTER 3 Execution and Revocation of Wills

SUBPART B: NONDISPOSITIVE PROVISIONS

CHAPTER 4 General Nondispositive Provisions

SUBPART C: DISPOSITIVE POSITIONS

CHAPTER 5 Dispositions of Property

CHAPTER 6 The Beneficiary

CHAPTER 7 Drafting for Surviving Spouses and Partners

SUBPART D: DRAFTING FOR SUCCESSIVE BY BENEFICIARIES

CHAPTER 8 General Dispositive Provisions in Testamentary Trusts

CHAPTER 9 Powers of Appointment

CHAPTER 10 Legal Life Estates and Remainders

SUBPART E DRAFTING FOR FIDUCIARIES

CHAPTER 11 Fiduciaries

CHAPTER 12 Fiduciary Powers

CHAPTER 13 Principal and Income



VOLUME TWO

SUBPART F: TAX CONSIDERATIONS

CHAPTER 14 Marital Deduction

CHAPTER 15 Charitable Dispositions

CHAPTER 16 Generation-Skipping Transfer Taxation

SUBPART G: SAMPLE WILLS

CHAPTER 17 Various Types of Wills

PART III DRAFTING REVOCABLE TRUSTS

CHAPTER 18 Revocable Trusts

PART IV DRAFTING ADVANCE DIRECTIVES FOR PROPERTY AND HEALTH CARE AND BURIAL

CHAPTER 19 Advance Written Directives for Property and Disposition of the Decedent’s Remains

CHAPTER 20 Advanced Written Directives for Health Care

Part V RETIREMENT AND ESTATE PLANNING

CHAPTER 21 Retirement and Estate Planning