Estate Planning and Administration,9781581150834

Estate Planning and Administration

by
ISBN13: 9781581150834
ISBN10: 1581150830
Format: Paperback
Pub. Date: 2001-04-01
Publisher(s): Allworth Pr
List Price: $15.70

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Summary

Written for the layperson, here is a one-stop guide to the entire process of planning and administering an estate, packed with practical advice, real-life case histories, and dozens of ready-to-use forms and checklists.

Table of Contents

Foreword ix
Key to Sources Cited xi
Introduction to Estate Planning and Administration
1(4)
Who Needs Estate Planning?
The Planning Process
5(26)
Points to Consider
Identify Your Property
Establish Objectives
Select Your Advisors
Draft and Implement a Plan
Review Your Estate Plan
Wills
31(10)
Points to Consider
General Overview of Wills
Revocation and Revival
Partial Invalidity of a Will
Simultaneous Death
Capacity
Executor's Duties
Checklist for Wills
Trusts
41(16)
Points to Consider
General Overview of Trusts
Trust Agreements
Abusive Trust Arrangements
Trustee's Duties
Estate-Planning Trusts
Land Trusts
Checklist for Trusts
Living Trusts
57(8)
Points to Consider
General Overview of Living Trusts
Transferring Property to a Living Trust
Advantages of a Living Trust
Disadvantages of a Living Trust
Checklist for a Living Trust
Powers of Attorney
65(6)
Points to Consider
General Powers of Attorney
Durable Power of Attorney for Property
Checklist for Durable Power of Attorney for Property
Health-Care Power of Attorney
Checklist for Health-Care Power of Attorney
Information for Executors and Administrators
71(16)
Points to Consider
Probate
Advantages to Going through Probate
Disadvantages to Going through Probate
Checklist for Executors
The Accountant
Checklist for Accountants
Checklist for Attorneys (Independent Administration)
Federal Income Tax Issues
87(14)
Points to Consider
Primary Residences
Individual Retirement Accounts
Gifts
Distribution from Employer Retirement Plans
Decedent Tax Forms
Income and Deductions in Respect of a Decedent
Federal Estate Tax Planning
101(14)
Points to Consider
Techniques to Decrease Estate Taxes
Federal Estate and Gift Tax
115(20)
Points to Consider
Filing Form 706
Gift Taxes
135(6)
Points to Consider
Gift-Tax Return Filing Requirements
Gift-Tax Return Filing Date
Exclusion from Gift Tax
Present, Terminable, and Future Interests in Property
Tax Basis of Gifts
Stock Options
Marital Status, Health, and Your Estate
141(94)
Marriage and Divorce
Nursing Homes
APPENDICES
A Glossary
149(14)
B Common Estate Acronyms
163(2)
C Federal Estate- and Gift-Tax Rates
165(4)
D Information Sources
169(4)
E Sample Durable Power of Attorney for Property
173(12)
F Sample Statutory Short-Form Power of Attorney for Health Care
185(8)
G Sample Living Will
193(2)
H Personal Information Checklist
195(12)
I Administration Checklist
207(6)
J Sample Small Estate Affidavit
213(4)
K Sample Last Will and Testament
217(8)
L Sample Living Trust
225(10)
Index 235

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