Wills

Lawrence P. Keller

Book with CD-ROM
Copyright: 2006-2008

Last Updated: 9/9/2008

Availability: In Stock

Product Details »

List Price:

$342.00

Shipping: FREE Ground Shipping »

Description

This resource presents more than 35 essential wills divided into some six categories that can be adapted to virtually any estate planning situation. Categories include simple wills without trust provisions; trust wills that are not tax-planning documents; tax planning wills using preresiduary marital deduction provisions and residuary credit shelter provisions; tax planning wills using residuary marital credit shelter provisions and residuary marital deduction provisions; comparison wills for spouses; and charitable wills. Commentary alerts regarding tax considerations and expert advice accompany each will.

Features

Includes forms on CD-ROM in RTF (Rich Text Format), which saves drafting time
Organizes wills into specific modules
Provides appendixes that explain all fiduciary, homestead, and will execution requirements in your client's jurisdiction

More Information

Table of Contents (PDF) »

Summary Of Contents

Volume 1
- Part I Simple Wills without Trust Provisions
  Chapter
  1. Residuary Estate to Spouse, if Surviving and, if Not, to Testator's Issue
- Part II Wills Containing Trust Provisions Which Are Not Tax Planning Documents
  1. Outright Gift to Spouse of Residuary Estate if Spouse Survives
  2. Residuary Estate to Trust(s) for Issue
  3. Residuary Estate to Sprinkle Trust
  4. Residuary Estate to QTIP Trust
  5. Residuary Estate to Marital Power of Appointment Trust
- Part III Tax Planning Wills: Pre-Residuary Marital Deduction and Residuary Credit Shelter
- Part IV Tax Planning Wills: Pre-Residuary Credit Shelter and Residuary Marital Deduction
- Part V Companion Wills
  1. Spousal Companion Will
  2. Disclaimer Will
  3. Disclaimer Will
  4. Pour Over Will to Inter Vivos Trust
- Part VI Wills Which Make Charitable Dispositions of Property
  1. Simple Will Leaving Entire Residuary Estate to Charity
  2. Charitable Remainder Unitrust for Spouse
  3. Charitable Remainder Annuity Trust for Spouse
  4. Charitable Lead Unitrust
  5. Charitable Lead Annuity Trust
- Appendices
  1. How Were the Thirty-Six Essential Wills Selected?
  2. Assumptions, Judgments and Choices
  3. Inheritance and Estate Tax
  4. Will Execution Requirements of Each State
  5. State Requirements to Be a Fiduciary
  6. Uniform Transfers to Minors' Act/Provisions
  7. Beneficiary Designations for Life Insurance Plans and Employee Benefit Plans
  8. Testamentary Pour-Over Provisions Allowed?
  9. State Elective Share Provisions
  10. Incorporations by Reference Allowed?
  11. Simultaneous Death Statutory Provisions Wills
  12. State Rules against Perpetuities
  13. Powers of Executor/Testamentary Trustee
  14. The Generation Skipping Tax
  15. Self-Proving Affidavits
  16. Master Footnotes
  17. Drafting for Trustee's Power to Adjust and for Trustee's Power to Make a Unitrust Election

Filing and Shelving Instructions


	Product Details
	Brand: Clark Boardman Callaghan Components: 1 CD-ROM 1 Print Free Update Period: 90 Days Update Frequency: Replacement CD-ROM-Annually; Replacement Pages-Annually


	Free Ground Shipping on Every U.S. Order
	Free ground shipping is available on every in-stock West order shipped within the United States. If you choose this option, your order will generally ship from West within 1-2 business days and arrive within 7-10 days via the carrier that West selects. Past-due accounts and other credit issues may delay your order.


	Select Volumes
	Update your set: Enter the date your set was last updated: (MM/DD/YYYY) Select individual volumes or pocket parts: Item # Select Available Description Price 1 Available Binder & Contents $223.00 2 Available Forms (Base/2008 Release) $233.00 3 Available 2008 Forms on CD $156.00 4 Available 2006 Release $184.00 5 Available 2007 Release $223.00 6 Available 2008 Release $248.00 Clear All »


	Find Your Rep
	To find your rep, please enter one of the following: Your West Account Number: Your Westlaw Password: ZIP code: OR OR (Found on shipment inserts and your monthly West statement.) Includes Guam, Puerto Rico and Virgin Islands. International customers can view a list of International Contacts.