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Beyer's Teaching Materials on Estate Planning, 3d

By Gerry W. Beyer

ISBN-13: 9780314154071

Availability: In Stock

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Series: American Casebook Series

Brand: West Law School

Pages: 1088

Components: 1 Print

Shelf Space: 2 in.

Free Update Period: 90 days

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Book - hardbound

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$184.00

Description

This book focuses on the law applicable to estate planning, including a review of the introductory estates, wills, and trusts course.

Features

Includes extensive locate and draft exercises to hone the student's practical skills
Includes most of the basic statutory material such as uniform laws and I.R.C. provisions
Updated to include changes made by the Taxpayer Relief Act of 1997

Summary Of Contents

Preface
Acknowledgments
Table Of Cases
Table Of Authorities
Table Of Statutes And Regulations
Chapter
1. Welcome to Estate Planning
  1. Basic Premise
  2. Goals of Estate Planning
  3. Reasons People Forego Estate Planning
  4. Persons Involved in the Estate Planning Process
  5. Overview of Document Drafting—Plain Language
Part One. The Law
1. Intestacy, Wills, and Trusts Review
  1. Intestacy
  2. Wills
  3. Estate Administration
  4. Trusts
2. Probate Avoidance Techniques
  1. Introduction
  2. Reasons to Avoid Probate
  3. Inter Vivos Gifts
  4. Powers of Appointment
  5. Joint Tenancies
  6. Multiple-Party Accounts
  7. Pay/Transfer on Death Property
  8. Life Insurance
  9. Annuities
  10. Retirement Plans
  11. Deferred Compensation Contracts
3. Tax Planning
  1. Background and History
  2. Federal Gift Tax—An Overview
  3. Federal Estate Tax—An Overview
  4. Federal Income Tax—Basis of Transferred Property
  5. Marital Deduction
  6. Bypass Planning
  7. Generation–Skipping Transfer Tax
  8. Disclaimers
  9. Inter Vivos Trusts
  10. Life Insurance
  11. Business Interests
  12. Employee Benefits
  13. Charitable Gifts
  14. Post-Mortem Tax Planning
4. Disability Planning—Property Management
  1. Introduction
  2. Durable Power of Attorney
  3. Self-Designation of Guardian of Estate or Conservator
  4. Custodial Trusts
  5. Disability Income Insurance
5. Disability Planning—Health Care
  1. Introduction
  2. Statutory Surrogates
  3. Medical Power of Attorney
  4. Self-Designation of Guardian of the Person
  5. Long-Term Care Insurance
  6. Accelerated Life Insurance Payments and Viatical Settlements
  7. Home Care Contracts
  8. Medicaid Planning
6. Planning for the Physical Aspects of Death
  1. Introduction
  2. Living Wills
  3. Assisted Suicide
  4. Anatomical Gifts
  5. Disposition of Body
Part Two. The Practice
1. Client Contact
  1. Introduction
  2. Securing Employment in the Estate Planning Field
  3. Obtaining Clients
  4. Client Interview
  5. Information and Document Collection
  6. Attorney-Client Relationship
  7. Fees
  8. Fiduciary Selection
  9. Professional Responsibility
  10. Malpractice
  11. Role of Legal Assistants
  12. Self-Help Techniques Used by Non–Attorneys
  13. Enhancing Professional Status
2. Will Contest Avoidance
  1. Anticipating Will Contests
  2. Preventing Will Contests
  3. Ante-Mortem Probate
  4. Alternative Dispute Resolution
3. Clients With Special Circumstances
  1. Client With Minor Child or Minor Beneficiary
  2. Client With Child or Potential Child From Alternative Reproduction Technologies
  3. Client With Physically or Mentally Challenged Beneficiary
  4. Client Who Seeks Creditor Protection
  5. Client Who Wants Trust of Perpetual Duration
  6. Illiterate Client
  7. Non-English Speaking Client
  8. Visually Impaired Client
  9. Client With Questionable Capacity
  10. Client With Marital Problems
  11. Client With a Spousal Equivalent
  12. Client With AIDS
  13. Client With Personal Property Concerns
  14. Client With Property in Other Jurisdictions
  15. Client Owning a Pet Animal
  16. Client With Desire to Regulate Survivor’s Conduct
  17. Client Who Acquires Sudden Wealth
  18. Other Special Circumstances
4. Document Preparation, Execution, and Related Matters
  1. Introduction
  2. Document Formatting
  3. Forms
  4. Common Drafting Errors
  5. Selecting Witnesses
  6. Execution Procedure
  7. Video-Recording the Will Execution Ceremony
  8. Safekeeping of Documents
  9. Review of Estate Plan
5. After Client’s Death
  1. Introduction
  2. Immediate Concerns
  3. Information and Document Collection
  4. Ethical Duties to Deceased Client
  5. Estate Administration
Appendix A. Federal Gift Tax Return and Instructions
Appendix B. Federal Estate Tax Return and Instructions
Index