Practical Guidance
Time-saving Solutions
Knowledgeable Insights

Texas Estate Planning

Publisher: James Publishing

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eBook :epub
ISBN: 9781580122290
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$247.00
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ISBN: 9781580122290
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Texas Estate Planning

Speed is important when you charge fixed fees for creating wills and trusts, but imprecise drafting can lead to costly errors.

When novel situations demand quick answers and custom clauses, turn to Dianne Reis' Texas Estate Planning. Her big book contains over 40 Texas-specific pattern wills and trusts annotated with alternate clauses, pitfalls to avoid, practice tips, recent cases, tax considerations, and more. For example, you receive:

•   Pattern clauses. Drafting recommendations include sample clauses that you can copy and paste.
•   Direct answers. Issue-oriented text is to-the-point, delivered without hedging, and is well-supported with recent cases.
•   Flow charts. Use the handouts to help your clients understand how particular types of assets affect the estate plan.
•   Tax considerations. Consequences and opportunities are clearly presented and supported with examples.

Every estate planning attorney needs a base of ready answers, clauses, and documents. This affordable guide will add many reliable answers and over 80 forms to your collection.

Table of Contents


Client Communications
Non-Probate Assets
Community Property
Ancillary Documents
Medicaid-Oriented Estate Planning
[Reserved]
[Reserved]
[Reserved]
[Reserved]
All Wills
Wills for Single Persons
Simple Wills for Married Testators
Tax-Planned Wills for Married Couples
Codicils to Wills
Generation-Skipping Transfer Planning
[Reserved]
[Reserved]
[Reserved]
[Reserved]
All Trusts
Revocable Inter Vivos Trusts — Single Persons
Revocable Inter Vivos Trusts — Married Couples
Funding the Revocable Trust
Irrevocable Trusts — Non-Charitable Beneficiaries