This manuscript addresses the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts. Although intended primarily for attorneys, paralegals, legal assistants, trusts officers and accountants who have limited experience in this area of practice, the materials also serve as an excellent refresher for more experienced attorneys.
These program materials offer:
- An overview of estate planning objectives and basic estate planning documents (including powers of attorney)
- A discussion of key issues relating to drafting wills and drafting and funding revocable trusts
- A summary of tax and non-tax considerations that influence drafting
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