Massachusetts Estate Planning, Will Drafting and Estate Administration Forms

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Find accurate, up-to-date coverage of Massachusetts estate planning with this exhaustive work that provides expert guidance and insightful commentary in planning the disposition of your client's assets. Forms and checklists offer valuable starting points for drafting documents. The authors pull together primary legal sources, as they analyze these and many other topics:

•   Basics of estate planning
•   Acquisition of necessary data and professional responsibility
•  Income-shifting devices
•   Estate freezing techniques
•  The generation-skipping transfer tax
•  "Simple" wills and pour-over wills
•   Fiduciary and attorney fees in the settlement of estates

This new edition reorganizes material, adds new perspectives, and includes additional forms such as: a checklist of tax-saving strategies, a declaration of homestead, a qualified conservation easement, a life estate agreement, and more. You'll also find a broader overview to the whole estate planning process and a discussion of issues related to estate and gift tax developments. New topics include these and others:

•  Irrevocable dynasty trusts
•  Family business succession planning
•  Alternative provisions for use in revocable trusts
•  Line-by-line reviews of the new resident and non-resident sponge tax return, and a federal estate tax return

2 volumes.

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