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Massachusetts Estate Planning, Will Drafting and Estate Administration Forms

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ISBN: 9780327124405
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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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Table of Contents

VOLUME 1 

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


VOLUME 2

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

PROCESS

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