Casemaker Libra

This book is only available through the purchase of the Estate Planning, Ethics practice area.

Estate Planning Fundamentals, Forms and Ethics (2011)

Publication Year: 2011-08-04   Publication Type: Coursebook

Table of Contents:

 Co-Chairs and Faculty
 Summary of Contents
 Faculty Biographies
 Chapter 1 Estate Planning Potpourri: Interviewing Clients, Using Questionnaires, and Common Traps (plus Tips for Avoiding Them)
 Chapter 2 Drafting Wills and Common Trusts: Best Practices
 Chapter 3 Will Alternatives (Revocable Living Trusts, Community Property Agreements, Jtwros Accounts, and More)
 Chapter 4 Medicaid Eligibility for Long-Term Care Coverage
 Chapter 5 Estate Planning for Nontraditional Families
 Chapter 6 Integrating Retirement Accounts, Life Insurance and Other Nonprobate Assets into the Estate Plan
 Chapter 7 Ethics and Professional Responsibility for the Estate Planning Attorney