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Arizona Estate Planning and Will Drafting with Forms
This publication is a comprehensive guide for estate planning practitioners. It covers foundational principles and legal changes and provides essential tools, forms, and insights into ethical considerations.
Publisher: Matthew Bender
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Designed for both practicing and aspiring estate planning professionals, this product delves into the complex yet crucial realm of estate planning. It covers the attorney's role, ethical obligations, various legal documents (including wills, trusts, and powers of attorney), tax implications, and practical insights into client interactions. Additionally, it includes a multitude of forms and checklists aiding in the implementation of tailored estate plans.
The previous edition's ISBN is 9781663342362.
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Chapter 1 Estate Planning Basics
Part I The Estate Planning Lawyer
Part II Initial Estate Planning Procedures
Part III Preliminary Strategy
Chapter 2 Professional Responsibility in Estate Planning
Chapter 3 Powers of Attorney
Chapter 4 Probate and Non-Probate Asset Categorization
Chapter 5 The Potential for Probate
Part I Why a Will?
Part II The Role of the Personal Representative
Chapter 6 Wills: The Foundation of the Estate Plan
Part I Drafting the Will
Part II The Arizona Last Will and Testament
Chapter 7 Trusts: Introduction to the Simple Revocable Living Trust
Part I The Will is Not Enough
Part II Construction of the Arizona Revocable Living Trust
Part III Duties and Responsibilities of the Trustee
Part IV The Certification of Trust
Part V Trusts Without Individual Beneficiaries
Part VI Permitting and Preventing Changes to Trust
Chapter 8 Payment of Debts
Chapter 9 Introduction to Federal Estate, Gift, Generation-Skipping Transfer Taxes and Income Taxation of Trusts and Estates
Part I Overview of Transfer Tax System
Part II The Unified Transfer Tax
Part III Tax Basics
Part IV Fiduciary Income Tax
Part V Generation-Skipping Transfer Tax
Chapter 10 The Marital Deduction
Chapter 11 Trusts: Funding and Implementation
Appendix of Forms
Table of Cases
Table of Statutes
Index
Part I The Estate Planning Lawyer
Part II Initial Estate Planning Procedures
Part III Preliminary Strategy
Chapter 2 Professional Responsibility in Estate Planning
Chapter 3 Powers of Attorney
Chapter 4 Probate and Non-Probate Asset Categorization
Chapter 5 The Potential for Probate
Part I Why a Will?
Part II The Role of the Personal Representative
Chapter 6 Wills: The Foundation of the Estate Plan
Part I Drafting the Will
Part II The Arizona Last Will and Testament
Chapter 7 Trusts: Introduction to the Simple Revocable Living Trust
Part I The Will is Not Enough
Part II Construction of the Arizona Revocable Living Trust
Part III Duties and Responsibilities of the Trustee
Part IV The Certification of Trust
Part V Trusts Without Individual Beneficiaries
Part VI Permitting and Preventing Changes to Trust
Chapter 8 Payment of Debts
Chapter 9 Introduction to Federal Estate, Gift, Generation-Skipping Transfer Taxes and Income Taxation of Trusts and Estates
Part I Overview of Transfer Tax System
Part II The Unified Transfer Tax
Part III Tax Basics
Part IV Fiduciary Income Tax
Part V Generation-Skipping Transfer Tax
Chapter 10 The Marital Deduction
Chapter 11 Trusts: Funding and Implementation
Appendix of Forms
Table of Cases
Table of Statutes
Index