Page on the law of wills : including probate, will contests, evidence, taxation, conflicts, estate planning, forms, and statutes relating to wills

by Jeffrey A. Schoenblum

Print book, c2016

Status

Available

Call number

KF755 .P34

LCC

KF755 .P34

ISBN

9780870846823

Barcode

2000000603

Publication

New Providence, NJ : LexisNexis

Physical description

1001 p.; 27 cm

Local notes

Page on the law of wills : including probate, will contest, evidence, taxation, conflicts, estate planning, forms, and statutes relating to wills : forms volume 7 contents: Ch. 1F - Introduction. Ch. 2F - Acknowledgment of sources. Ch. 3F - Whole will forms. Ch. 4F - Inter vivos trust forms. Ch. 5F - Acceptance of will by spouse. Ch. 6F - Acknowledgments. Ch. 7F - Administrative powers of executor and trustee. A. Introductory clauses. B. Short forms. C. Comprehensive clauses. D. Tax-related elections and powers. E. Creation, investment in, operation, and continuance of business. F. Sales, leases, etc. G. Borrowing. H. Income: collection, deposit, disbursal, and allocation. I. Investments: ownership, acquisition, retention and voting. J. Compromise and settlement of claims. K. Employment of agents and execution of instruments. L. Trusts: acceptance of additional property and administration of separate trust assets as a single fund. M. Life insurance and annuities. N. Division, partition, and distribution in cash or in kind of property to particular beneficiaries. O. Executor's authority to deal with related trusts and act as owner. P. Freedom from statutory restrictions and judicial supervision. Q. Allocation of powers to independent trustees. R. Unproductive property. S. Release of powers. T. Trustee power to reform, amend instrument, and create new trusts. U. Voting by trustees before powers can be exercised. Ch. 8F - Afterborn or after-adopted children; surrogacy. Ch. 9F - Anatomical gift. Ch. 10F - Ancillary administration. Ch. 11F - Ancillary executors and trustees. Ch. 12F - Annuity. Ch. 13F - Attestation. Ch. 14F - Bequest. Ch. 15F - Bond. Ch. 16F - Captions and descriptive word headings. Ch. 17F - Charity. A. Gifts to charity. B. Charitable trusts (foundation). C. Charitable remainder annuity trusts. D. Charitable remainder unitrusts. E. Charitable lead trusts. Ch. 18F - Class gifts and nonapplicability of antilapse statute. Ch. 19F - Community property. Ch. 20F - Conflict of interest. Ch. 21F - Conflict of laws. Ch. 22F - Consolidation of trusts. Ch. 23F - Contractual wills. Ch. 24F - Cooperative apartment. Ch. 25F - Debt. Ch. 26F - Definitions. Ch. 27F - Delegation of powers. Ch. 28F - Disclaimer. Ch. 29F - Discretionary trust. Ch. 30F - Divorce. Ch. 31F - Elective share. Ch. 32F - Environmental law compliance. Ch. 33F - Executor and trustee appointment. Ch. 34F - Exoneration of third party. Ch. 35F - Exoneration of trustee. Ch. 36F - Exordium. Ch. 37F - Expenses. A. General provisions. B. Payment by trust. C. Payment of particular expenses of estates and trusts. Ch. 38F - Failure of issue. Ch. 39F - Fees. Ch. 40F - First refusal. Ch. 41F - Foreign spouse and/or other foreign beneficiary. Ch. 42F - Generation-skipping transfer tax (GSTT) clauses. A. Basic set of forms. B. Comprehensive set of forms. Ch. 43F - Guardian. Ch. 44F - Homestead. Ch. 45F - Household effects. Ch. 46F - In terrorem clause and alternate dispute resolution mechanisms. Ch. 47F - Income interests. Ch. 48F - Incompetent person or minor. Ch. 49F - Incorporation by reference. Ch. 50F - Investments. Ch. 51F - Legacy. Ch. 52F - Life estate and remainder in real property. Ch. 53F - Life insurance and other death and disability benefits. Ch. 54F - Living wills, health care proxies, and medical directives. Ch. 55F - Marital deduction. A. Formula clauses. B. Marital deduction and disclaimers. C. Survival. D. Power of appointment and spousal rights of withdrawal. E. Income rights of spouse. F. Preservation of marital deduction and other guidance to the fiduciary. G. Life insurance. H. Fiduciary powers and elections, including QTIP. I. Portability and basis step-up. Ch. 56F - Minors. Ch. 56AF - Omitted spouse. Ch. 57F - Partnership and other business agreements. Ch. 58F - Percentage payment. Ch. 59F - Personal property. Ch. 60F - Pour-over and pour-backs. Ch. 61F - Powers of appointment. A. Special powers. B. General powers. C. Gifts in default of exercise of power. D. Exercise of power. E. Release of power. F. Method of exercise of power. Ch. 62F - Powers of attorney. Ch. 63F - Premarital agreements. Ch. 64F - Principal and income. Ch. 65F - Probate court. Ch. 66F - Qualified interest property - I.R.C. ยง2032A. Ch. 67F - Qualified retirement plans and IRAs. Ch. 68F - Removal of trustee. Ch. 69F - Residence. Ch. 70F - Residuary estate. A. Gifts to individuals. B. Gifts in trust. Ch. 71F - Resignation of executor or trustee. Ch. 72F - Rule against accumulations. Ch. 73F - Satisfaction of legacies. Ch. 74F - Severability. Ch. 75F - Shares of estate or trust and their administration. Ch. 76F - Spendthrift and protective trust clauses. Ch. 76AF - Special needs. 77F - Sprinkle trust. Ch. 78F - Subchapter S stock held in trust. Ch. 79F - Successor trustees. Ch. 80F - Survivorship clauses. Ch. 81F - Taxes. Ch. 82F - Technical material, exhibits, and appendices. Ch. 83F - Termination, amendment, revocation, and severance of trusts. Ch. 84F - Testimonium. Ch. 85F - Trust advisors and other special fiduciaries: appointment and replacement. Ch. 86F - Trust records and accounts. Ch. 87F - Withdrawal rights. Includes table of contents, introduction and subject index.

Description

This multi-volume treatise on wills and estate planning contains discussion of such topics as: the inherent nature of wills, capacity to make wills, gifts causa mortis, tort liability for wills, and probate and contest of wills. The tax implications of estate planning are discussed in detail in the work.

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