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Practice Area:Elder Law


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A Trust and Estate Planning Questionnaire for Families with Minor Children
by Paul A. Meints

from the The Practical Tax Lawyer Vol. 16 No. 1 (November 1, 2001)

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A Trust Modification Checklist (Form) (3 pp)
by Mark W. Worthington

from the ALI CLE Estate Planning Course Materials Journal Vol. 23 No. 2 (April 1, 2017)

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Advance Use of Advanced Directives: Using a Power of Attorney for Specialized Circumstances (With Forms) (7 pp)

from the coursebook Elder Law: Issues, Answers, and Opportunities (February 23, 2006)

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Basic and Advanced Elder Law Documents--with Sample Forms (96 pp)

from the coursebook Elder Law: Issues, Answers, and Opportunities (April 26, 2007)

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Basic Irrevocable Income-Only Trust Form for a Middle-Class Senior Citizen (12 pp)
by Evan H. Farr, Bradley J. Frigon, Lawrence A. Frolik, Patricia F. Sitchler & Shirley B. Whitenack

from the book Trusts for Senior Citizens (April 17, 2009)

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Charitable Remainder Trusts: Charity Can Begin At Home (With Form) (32 pp)
by Lawrence P. Katzenstein

from the ALI CLE Estate Planning Course Materials Journal Vol. 13 No. 4 (August 1, 2007)

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Comparing S Corporations and Partnerships in Estate Planning (With Sample Election Forms) (60 pp)
by Carol Cantrell

from the coursebook Planning Techniques for Large Estates (November 17, 2008)

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Conflicts of Interest When Representing Family Business Owners (with Sample Family Business Succession Planning Engagement Letter) (23 pp)
by Eric A. Manterfield

from the ALI CLE Estate Planning Course Materials Journal Vol. 23 No. 2 (April 1, 2017)

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Current Ethical Problems in Estate Planning (with Checklist)
by Randall W. Roth

from the ALI CLE Estate Planning Course Materials Journal Vol. 6 No. 4 (August 1, 2000)

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Current Issues in Generation-Skipping Tax Planning with Sample Allocations and GSTT Plans (November 2008) (62 pp)
by R. Eric Viehman

from the coursebook Planning Techniques for Large Estates (November 17, 2008)

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Dealing with Facility Admissions Agreements (With Sample Forms) (28 pp)

from the coursebook Elder Law: Issues, Answers, and Opportunities (February 23, 2006)

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Development of a Family Business Objectives Statement (Form) (13 pp)
by Michael V. Bourland

from the ALI CLE Estate Planning Course Materials Journal Vol. 23 No. 2 (April 1, 2017)

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Division of Charitable Remainder Trust after Divorce: A Model Memorandum (5 pp)
by Lawrence P. Katzenstein

from the ALI CLE Estate Planning Course Materials Journal Vol. 23 No. 2 (April 1, 2017)

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Drafting and Administering the Special Needs Trust--With Sample Clauses (2006) (20 pp)

from the coursebook Elder Law: Issues, Answers, and Opportunities (September 28, 2006)

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Drafting the Marital Deduction Disclaimer Trust After the 2001 Tax Act (with Sample Clauses and Trust Form) (Part 2)
by Sebastian V. Grassi, Jr.

from the The Practical Tax Lawyer Vol. 16 No. 4 (August 1, 2002)

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Drafting Under The Uniform Trust Code (With Sample Provisions)
by Suzanne Brown Walsh

from the The Practical Tax Lawyer Vol. 21 No. 2 (February 1, 2007)

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Durable General Power of Attorney Form (6 pp)

from the coursebook Elder Law: Issues, Answers, and Opportunities (September 28, 2006)

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Effective Planning For Health Care Decision Making (With Sample Provisions)
by Charles P. Sabatino

from the ALI CLE Estate Planning Course Materials Journal Vol. 13 No. 1 (February 1, 2007)

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Elder Law and Estate Planning, with Illustrative Forms of the Special Needs Trust

from the coursebook Estate Planning in Depth (June 16, 2003)

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Elder Law Incapacity Planning (with Suggested Language)
by Cynthia L. Barrett

from the ALI CLE Estate Planning Course Materials Journal Vol. 6 No. 1 (February 1, 2000)

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