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
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Table of contents
Ch 1 - ESTATE PLANNING BASICS
Ch 2 - INITIATING THE ENGAGEMENT: ACQUISITION OF NECESSARY DATA
AND PROFESSIONAL RESPONSIBILITY
Ch 3 - ASSETS AND PLANNING
Ch 4 - LIFETIME NON-CHARITABLE GIVING
Ch 5 - LIFETIME CHARITABLE GIFTS
Ch 6 - NOMINEE REALTY TRUSTS
Ch 7 - PLANNING FOR RETIREMENT PLAN DISTRIBUTIONS
Ch 8 - LIFE INSURANCE AND IRREVOCABLE TRUSTS
Ch 9 - BUSINESS INTERESTS
Ch 10 - ESTATE-FREEZING TECHNIQUES
Ch 11 - MINORS' TRUSTS AND UTMA ACCOUNTS
Ch 12 - THE DYNASTY TRUST
Ch 13 - POWERS OF ATTORNEY, LIVING WILLS, AND OTHER DELEGATIONS OF AUTHORITY
Ch 14 - GIFT TAX RETURNS
Ch 15 - THE MARITAL DEDUCTION
Ch 16 - ESTATE TAX CHARITABLE DEDUCTION
Ch 17 - THE GENERATION-SKIPPING TRANSFER TAX
Ch 18 - ESTATE PLANNING BASICS
Ch 19 - POUR-OVER WILLS
Ch 20 - REVOCABLE TRUSTS
Ch 21 - COMPLETING THE ESTATE PLAN AND THE TERMINALLY ILL CLIENT
Ch 22 - ASSIMILATION OF INFORMATION - STEPS IN THE ADMINISTRATION
Ch 23 - PROBATE FORMS
Ch 24 - POSTMORTEM TAX PLANNING
Ch 25 - DISCLAIMERS
Ch 26 - FIDUCIARY INCOME TAXATION
Ch 27 - FEDERAL ESTATE TAX RETURN
Ch 28 - FEDERAL ESTATE TAX RETURN FORMS
Ch 29 - MASSACHUSETTS ESTATE TAX RETURN
Ch 30 - MASSACHUSETTS ESTATE TAX RETURN FORMS
Ch 31 - LIABILITY FOR PAYMENT OF TAX, RIGHTS OF RECOVERY AND
APPORTIONMENT OF TAX
Ch 32 - FIDUCIARY AND ATTORNEY FEES IN THE SETTLEMENT OF ESTATES
Ch 33 - ALLOWANCE OF ACCOUNTS