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Practice Area:Estate Planning


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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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Advanced Generation-Skipping Transfer Tax Issues (With Forms) (Part 1) (42 pp)
by Julie K. Kwon

from the ALI CLE Estate Planning Course Materials Journal Vol. 13 No. 6 (December 1, 2007)

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Advanced Generation-Skipping Transfer Tax Issues (With Sample Severance Clauses and Related Forms) (64 pp)
by Julie K. Kwon

from the coursebook Estate Planning in Depth (June 15, 2008)

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Animal Care Panel Sample Provisions (4 pp)
by Eden Rose Brown

from the coursebook Estate Planning for Pet Owners (December 7, 2011)

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Appendix 1--Sample ILIT Form (56 pp)
by Sebastian V. Grassi, Jr.

from the book Pract. Guide To Drafting Irrev. Life Insur. Trusts 2d ed (June 28, 2007)

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Appendix 2--Sample Second-To-Die ILIT Form (51 pp)
by Sebastian V. Grassi, Jr.

from the book Pract. Guide To Drafting Irrev. Life Insur. Trusts 2d ed (June 28, 2007)

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Appendix 3--Sample Unmarried Person ILIT Form (44 pp)
by Sebastian V. Grassi, Jr.

from the book Pract. Guide To Drafting Irrev. Life Insur. Trusts 2d ed (June 28, 2007)

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Appendix 4--Attachments To U.S. Gift Tax Return For Tax Year 2007 (3 pp)
by Sebastian V. Grassi, Jr.

from the book Pract. Guide To Drafting Irrev. Life Insur. Trusts 2d ed (June 28, 2007)

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Appendix 5--Sample Documents To Grantors, Trustees, And Beneficiaries (13 pp)
by Sebastian V. Grassi, Jr.

from the book Pract. Guide To Drafting Irrev. Life Insur. Trusts 2d ed (June 28, 2007)

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Asset Protection Planning with the Offshore Trust (with Forms)

from the coursebook Planning Techniques for Large Estates (limited enrollment) (November 18, 2002)

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Avoiding Ethics Dilemmas For Trust and Estate Counsel (With Forms For Practitioners) (2009) (20 pp)
by Joy M. Miyasaki

from the coursebook Ethics Issues in Estate Planning (April 20, 2009)

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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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Buy-Sell Agreements (2009) (204 pp)
by Eric A. Manterfield, Esquire

from the coursebook Estate Planning for the Family Business Owner (July 22, 2009)

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Buy-Sell Agreements (2010) (206 pp)
by Eric A. Manterfield

from the coursebook Estate Planning for the Family Business Owner (July 7, 2010)

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Buy-Sell Agreements (With Checklists and Sample Agreements) (2011) (206 pp)
by Eric A. Manterfield

from the coursebook Estate Planning for the Family Business Owner (July 6, 2011)

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Buy-Sell Agreements (with Issues Checklist and Sample Buy-Sell Agreements) (162 pp)

from the coursebook Estate Planning for the Family Business Owner (July 13, 2005)

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Buy-Sell Agreements (with Sample Forms) (174 pp)

from the coursebook Estate Planning for the Family Business Owner (July 19, 2006)

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