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Fresh Content and New Forms—NEW this edition

  • Streamline your initial interview with new forms, including a life care estate planning checklist, document locator form, and FAQs for long-term care and trusts
  • Uncover and manage your client’s “digital estate”
  • Maintain client confidences in electronic communications and cloud storage
  • Improve your ability to assess client capacity
  • Gain a clause-by-clause discussion of the anatomy of the will, including helpful forms to get you started
  • Uphold best practices in drafting trusts with a substantially updated chapter and new forms, including an up-to-date revocable trust
  • Get updated clauses for sample shareholder agreements in closely held businesses
  • Acquire case law updates and analysis of Wandry, Woelbing, and McKinney, to name a few
  • Brush up on significant updates in planning using charitable gifts, representing same-sex couples, and Medicaid payments for long-term care
  • Advance your understanding of the changes to POAs and living wills through a new chapter and sample POA form

    Plus much more!

Thoroughly revised, comprehensive text and practice tools covering every critical estate planning issue

  • Interviewing the Client
  • Ethical Issues
  • Drafting the Will
  • Drafting the Trust
  • Tax Planning
  • Estate Planning for Closely Held Businesses
  • Estate Planning Using Charitable Gifts
  • Estate Planning for Nontraditional Couples
  • Power of Attorney, Health Care Power of Attorney, Living Will, and Mental Health Care Power of Attorney
  • Medicaid Payments for Long-Term Care
  • Choosing Fiduciaries
  • Transferring Assets Outside of Probate
  • Execution and Safekeeping of Documents
  • Terminating the Representation

Number of Pages: 940

Additional Documents

Table of Contents

Chapter 13—Execution and Safekeeping of Documents

About the Authors


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Product Information
Product Date:
February 01, 2016
Estate Planning in Pennsylvania, Fourth Edition (Includes Thumb Drive)
Speaker Information
Terrance A. Kline, Esq.
Daniel R. Ross
Individual topic purchase: Selected
Book/Thumb Drive
PBI Price:$269.00