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Oklahoma Estate Planning, Will Drafting and Estate Administration Forms

Publisher: Michie
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ISBN: 9780327009085
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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:
  • Compensation for a guardian's attorney
  • Spousal tax liability
  • Charitable Remainder Trusts
  • Statutory elimination of the innocent spouse waiver of tax liability
  • Updated forms including application and order for reduction in rate of interest on estate tax, power of attorney, and declaration of representative
  • Table of Contents

    Volume 1
    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

    Volume 2
    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
    Index