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NYSBA Estate Planning System

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ISBN: 9781522114772
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The New York State Bar Association's Estate Planning System is a fully automated document-assembly drafting system, powered by HotDocs®. The System eliminates the need for repetitive typing, cutting, and pasting, along with the risk of errors that often accompany traditional form completion.

Practitioner-tested. Every form in the System was drafted and used in practice by Syracuse attorney Michael O'Connor, who brings more than four decades of New York estate planning experience to this product.

Up-to-date. New and revised forms are released annually, keeping your System current with the latest developments, legislation, and court decisions that impact document drafting. The 2018 update includes:

•  A Qualified Personal Residence Trust form
•  Substantial new language in Trust documents under "Provisions for Minor and Disabled Beneficiaries"
•  Additional language in Trusts for single or multiple beneficiaries
•  Among other changes

Comprehensive. The System is an inclusive source of the forms you’ll need in your estate practice including:

•  Numerous different wills and trusts
•  Codicils
•  Pre- and post-marital agreements
•  A personal care contract
•  Power of attorney
•  Health care proxy
•  HIPAA information release authorization form
•  And more

New York State Bar Association Members are entitled to Special Pricing. Call 800-223-1940 for details.

New York State Bar Association Members special price $1,104 (a 15% savings off list price)

To see your 15% discount at checkout, New York State Bar Association (NYSBA) Members must send their email address to [nysbamemberdiscount@lexisnexis.com]. Once your membership status is validated you will receive an email within 24 hours letting you know your discount has been activated.

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This publication is intended to provide authoritative information regarding the subjects covered. Efforts have been made to ensure that information is current and accurate, within the constraints of publication schedules. It is sold with the understanding that neither the publisher nor the authors and commentators are engaged in rendering legal services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

NOTE: THIS PROGRAM IS INTENDED FOR USE BY LICENSED ATTORNEYS. IT IS NOT A SUBSTITUTE FOR INDEPENDENT THINKING. YOU SHOULD FAMILIARIZE YOURSELF WITH RELEVANT STATUTES, CASE LAW, AND STANDARDS OF PRACTICE, AND THOROUGHLY REVIEW ALL GENERATED DOCUMENTS.

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Table of Contents


What follows is a partial list of the forms that can be drafted using the NYSBA Estate Planning System:




1. Wills -


                         a. General non-taxable estate


                         b. Credit shelter will


                         c. Non-citizen QDOT


                         d. Pour-over will



2. Trusts -


                         a. Revocable trust


                         b. Retirement pass-through trust


                         c. Life insurance trust


                         d. Supplemental needs trust


                                   i. Payback trust


                                   ii. Sole benefit trust

                                   iii. 3rd Party S.N.T.


                         e. Medicaid trust


                         f. Qualified personal residence trust


                         g. Sprinkling trust


3. Codicils


4. Premarital agreement


5. Post-marital agreement


6. Personal care contract


7. Statutory power of attorney
  

8. Health care proxy (i.e., living will)


9. HIPAA information release authorization form


10. Other documents