You Are Currently Viewing the PBI CLE Catalog. Visit pbi.org

March's Featured Publication of the Month—Save 20%

Sale Price $215.20! (Regular Price $269.00)

Online Coupon Code: SAVE20FP

This resource is available as an e-book. Modernize your legal library for in-depth research on the go!


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

Preface

Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. Unless you opt out by checking the box for that purpose on the order form, we will send you a notice when the book is being updated. You will then have the option of returning the notice declining the update; if we do not receive the cancellation notice from you, you will receive the update at a reduced price with an invoice. When you receive the update, you may return it to us with no further obligation if you do not want to keep it.

 

Product Information
Product Date:
February 01, 2016
March's Featured Publication—Save 20% Estate Planning in Pennsylvania, Fourth Edition (Includes Thumb Drive)
Speaker Information
Terrance A. Kline, Esq.
Daniel R. Ross
Tags
8968
Individual topic purchase: Selected
Products
Book/Thumb Drive
PBI Price:$269.00