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.
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Table of contents
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
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