Estate Planning Forms and Clauses

ebook

By Jeffrey A. Schoenblum

cover image of Estate Planning Forms and Clauses

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Anderson's Estate Planning Forms and Clauses presents a comprehensive compilation of forms and clauses encompassing not only wills and trusts but all aspects of estate planning, with special attention to tax considerations and consequences.

Anderson's Estate Planning contains an expanded selection of essential will and trust forms and clauses, including detailed clauses specifying investment, business management, and other administrative powers of the executor or trustee. It also includes a comprehensive collection of forms and clauses relating to living wills and other advance health care directives.

New forms and clauses of particular interest to practitioners include:

Charitable lead trusts

Charitable remainder annuity trusts

Charitable remainder unitrusts

Credit shelter trusts

Wide open trusts

Grantor retained annuity trust

Grantor retained interest trust

Grantor retained unitrust

Comprehensive ADR clause

Limited liability company

Limited partnership

Springing power of attorney

Federal estate tax apportionment

Irrevocable trust for minor satisfying IRC § 2503(c)(4.02)

The forms and clauses in this edition have been supplied by some of the most eminent estate planning practitioners in the country, including Edward B. Benjamin, Jr., Dennis I. Belcher, Jerold I. Horn, Hugh F. Kendall, Frederick R. Keydel, Donald D. Kozusko, Louis A. Mezzullo, Conrad L. Moore, Sandford J. Schlesinger, and Robert C. Vaughn, Jr.

Estate Planning Forms and Clauses