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Illinois Estate Planning, Will Drafting and Estate Administration Forms with Forms on Demand

Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition with Forms on Demand is the one guide you'll turn to again and again as you serve the needs of your clients and their families.
Publisher: Matthew Bender
Frequency: (2 issues)
Print Book :2 volumes, looseleaf, with companion Forms on Disc CD-ROM
4th Edition
$618.00
Quantity
In Stock
ISBN: 9780769868912
Publisher: Matthew Bender
Frequency: (2 issues)
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Product details

Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition with Forms on Demand is the one guide you'll turn to again and again as you serve the needs of your clients and their families.

This authoritative two-volume work is comprehensive and up-to-date, with chapters on everything from the estate planning process to lifetime giving techniques and asset transfers outside of wills and revocable trusts. Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition is well organized and clearly written, making it an indispensable text for newcomers to the field as well as experienced practitioners

Thoroughly Revised for the Fourth Edition

The fourth edition contains many valuable new features, including:

- Reformatted chapters for easy of customer use; new chapters on Insurance Planning, Asset Protection Planning, Gift Tax Returns and Guardianship Considerations.

- Expanded discussions of planning considerations for various situations.

- Expanded discussions of opening a probate estate, considerations surrounding probate, and closing the probate estate.

- Separate chapters devoted to using various entities, such as partnerships, LLCs, and trusts.

- All of the forms that are necessary for estate planning and administration in Illinois.

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

Table of Contents

VOLUME 1


Ch. 1 - The Transfer Tax System; Estate and Gift Tax

Ch. 2 - Generation-Skipping Transfers

Ch. 3 - Valuation

Ch. 4 - The Estate Planning Process in Illinois

Ch. 5 - Asset Transfers Outside of Wills & Revocable Trusts

Ch. 6 - Will and Trust Fundamentals

Ch. 7 - Marital Deduction Planning

Ch. 8 - Alternate Will and Trust Provisions



VOLUME 2


Ch. 9 - Planning for Disability: Powers of Attorney, Advanced Directives, and Special Needs Trust Provisions

Ch. 10 - Fundamental Lifetme Giving Techniques

Ch. 11 - Insurance Planning

Ch. 12 - Grantor Trust Value-Shifting Techniques

Ch. 13 - Charitable Gifts

Ch. 14 - Limited Partnerships and Limited Liability Companies

Ch. 15 - Closely Held Corporations

Ch. 16 - Retirement Benefits

Ch. 17 - Asset Protection Planning

Ch. 18 - Post-Mortem Planning

Ch. 19 - Fiduciary Income Tax Returns

Ch. 20 - Gift Tax Returns

Ch. 21 - Estate Tax Returns

Ch. 22 - Estate Administration Considerations and Alternatives

Ch. 23 - Opening the Probate Estate and Probate Alternatives

Ch. 24 - Inventory and Accounting

Ch. 25 - Closing the Probate Estate

Ch. 26 - Compensation of Executors and Attorneys

Ch. 27 - Guardianship Considerations