Estate planning in Pennsylvania /
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Corporate Author: | |
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Other Authors: | , , |
Format: | Book |
Language: | English |
Published: |
Mechanicsburg, Pennsylvania :
PBI Press,
2016
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Edition: | Fourth edition |
Series: | PBI (Series) ;
no. 2016-8968 |
Subjects: | |
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Table of Contents:
- Interviewing the client / Jerry B. Chariton
- Ethical issues / Paul C. Heintz
- Drafting the will / Karen M. Stockmal
- Drafting the trust / Leslie Gillin Bohner
- Tax planning / Heike K. Sullivan
- Estate planning for closely held businesses / Anderw J. Haas
- Estate planning using charitable gifts / C. Scott Meyer
- Estate planning for nontraditional couples / Kirby G. Upright
- Powers of attorney, health care power of attorney, living will, and mental health care power of attorney / Mark A. Mateya
- Medicaid payment for long-term care / Matthew J. Parker
- Choosing fiduciaries / Scott S. Small
- Transferring assets outside of probate / Alan J. Mittelman
- Execution and safekeeping of documents / Thomas A. Boulden, Kevin D. Birkhead, and Amanda M. Kita
- Terminating the representation / Adam T. Gusdorff