Texas Estate Planning
- Publisher:
- James Publishing
- Publication date:
- 2023-05-05
- Authors:
- Dianne Reis
- ISBN:
- 978-1-58012-324-2
Description:
Will and trust forms annotated with alternate clauses, pitfalls to avoid, practice tips, recent cases, and tax considerations. Includes questionnaires, explanatory cover letters, asset flow charts, and case-based examples
Index
- Preliminary Sections
- About the authors
- Client Communications
- Non-Probate Assets
- Community Property
- Ancillary Documents
- Medicaid-Oriented Estate Planning
- [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]
- All Trusts
- Revocable Inter Vivos Trusts - Single Persons
- Revocable Inter Vivos Trusts - Married Couples
- Funding the Revocable Trust
- Irrevocable Trusts - Non-Charitable Beneficiaries
- Table of cases
- Index