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  • Annino, Patricia M.
     
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  • Estate planning -- Massachusetts.
     
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  •  Estate planning : wi...
     
     
     
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    Estate planning : with forms / by Patricia M. Annino.
    by Annino, Patricia M.
    [Eagan, MN] : Thomson/West, c2007-
    Subjects
  • Estate planning -- Massachusetts.
  • Description: 
    2 v. : forms ; 27 cm. + 1 CD-ROM (4 3/4 in.)
    Edition: 
    3rd ed.
    Contents: 
    Chap. 1. Financial and family information and objectives -- Chap. 2. Correspondence and closing agenda -- Chap. 3. The durable power of attorney -- Chap. 4. The Massachusetts Health Care Proxy and the living will -- Chap. 5. Estate and gift taxation -- Chap. 6. The federal estate tax -- Chap. 7. The federal gift tax -- Chap. 8. The generation skipping tax -- Chap. 9. The Massachusetts estate tax -- Chap. 10. Disclaimers -- Chap. 11. Wills -- Chap. 12. Codicils -- Chap. 13. Trusts -- Chap. 14. Tax clauses -- Chap. 15. Simple wills and testamentary trusts -- Chap. 16. Revocable living trust with pour-over will for persons who do not have taxable estates -- Chap. 17. Revocable living trusts with pour over wills for spouses with taxable estates -- Chap. 18. Estate planning for the non United States citizen spouse : the QDOT -- Chap. 19. Uniform Transfers to Minors Act -- Chap. 20. Present Interest (sec. 2503 (c)) Trusts for Gifts to Persons Less Than the Age of Twenty-One -- Chap. 21. Long term irrevocable ("Crummey" trusts) -- Chap. 22. Estate planning and life insurance -- Chap. 23. Estate planning for the closely held business owner -- Chap. 24. The family limited partnership -- Chap. 25. Estate planning and the retirement asset -- Chap. 26. Same sex marriage -- Chap. 27. The charitable foundation -- Chap. 28. Estate planning and asset protection -- Chap. 29. Estate planning and Medicaid.
    Notes: 
    Includes index.
    Accompanying CD-ROM contains forms from the text: Forms on disk discontinued. Last updated in 2015.
    Kept up to date by pocket parts.
    System requirements for accompanying CD-ROM: computer with CD-ROM drive, word processing software capable of reading files in Rich Text Format (RTF).
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