Drafting the Estate Plan: Law and Forms, co-authored by Kirkland partners Deborah V. Dunn and David A. Handler, provides a clear explanation of estate planning rules and strategies, together with comprehensive, highly annotated forms which range from the simple to the very sophisticated.
This book not only compiles the transfer tax and trust laws but explains how to use or work around those laws. It takes the next step by pointing out the pitfalls and opportunities created by each law, rule, and case discussed and explains not only how to implement strategies but also why and when to use them.
This 2-volume set includes user-friendly forms with annotations that provide practical information and advice regarding the meaning and consequences of the provisions and various alternatives, the purposes of which may not be readily apparent. These forms will allow users to convert the knowledge and advice imparted by this book into actual practice. A must-have for attorneys specializing in estate planning.
Volumes 1 & 2
Summary and Detailed Table of Contents