Estate Planning Deskbook

Index

• Chapter 1 The Client Planning Conference
• Chapter 2 Planning, Preparation, and Execution of Wills and Trusts
• Chapter 3 Drafting the Basic Will and Trust
• Chapter 4 Drafting a Marital Deduction Will and a Marital Deduction Trust
• Chapter 5 Planning for Minors, Elderly, and Disabled Persons
• Chapter 6 Planning and Techniques for Making Gifts
• Chapter 7 Charitable Contribution Techniques and Planning
• Chapter 8 Forms of Property Ownership
• Chapter 9 Estate Planning for Family Business Owners
• Chapter 10 Drafting Family Limited Partnerships and Family Limited Liability Companies
• Chapter 11 Drafting Business Purchase and Restrictive Transfer Agreements (“Buy/Sell Agreements”)
• Chapter 12 Planning Opportunities With Life Insurance
• Chapter 13 Miscellaneous Estate Planning Techniques
• Chapter 14 Antenuptial and Postnuptial Agreements
• Chapter 15 Planning With Qualified Plans and Individual Retirement Accounts
• Chapter 16 Funding Revocable Living Trusts