Pennsylvania Estate Planning and Drafting
This well-respected set is designed for professionals who provide contemporary estate planning advice to their clients. Included are two volumes (one strictly Federal tax issues and one Pennsylvania issues) of detailed discussion and
analysis, and one volume of expertly-drafted forms relevant to clients at all asset levels. Subscribers will find Estate Planning and Drafting a comprehensive, yet readable guide through an increasingly important, complicated
subject.
HIGHLIGHTS
- Discussion and analysis of new Pennsylvania Power of Attorney Law
- Discussion of Federal and PA transfer tax rules, including detailed explanations of planning techniques relating to the recent changes to the PA Inheritance Tax, and the Federal Estate, Gift, and Generation-Skipping Taxes
- Examination of major estate planning issues under PA property law, such as planning for Marital Rights, Abatement, Interpretation and Incapacity Issues
- Special attention is given to such tax-sensitive subjects as Charitable Giving, Insurance, Business Succession Planning and Valuation Techniques
- An unsurpassed, integrated drafting system designed specifically for the Pennsylvania practitioner, and containing prototype documents with numerous optional inserts. Sample forms include:
- updated Power of Attorney Form based on new law changes
- all manner of wills including simple, pour-over, and testamentary
- revocable funded trusts
- a multitude of sample irrevocable trusts
- planning, generation-skipping tax, personal residences, subchapter S stock, charitable bequests, planning for the non-citizen spouse, family limited partnerships, charitable remainder and lead trusts, private foundations prenuptial agreements, spendthrift trusts, and many other tools for the informed estate planner's arsenal
- many other sample forms, including those related to insurance.
For more information and to order, visit https://bisel.com/products/pennsylvania-estate-planning-drafting-3-vol?_pos=1&_sid=f09c58cd4&_ss=r.
Content contributed by attorneys of Troutman Sanders LLP and Pepper Hamilton LLP prior to April 1, 2020, is included here, together with content contributed by attorneys of Troutman Pepper (the combined entity) after the merger date.