Estate planning in Pennsylvania /

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Bibliographic Details
Corporate Author: Pennsylvania Bar Institute
Other Authors: Kline, Terrance A., Ross, Daniel R., 1941-, Birkhead, Kevin D
Format: Book
Published: Mechanicsburg, Pennsylvania : PBI Press, 2016
Edition:Fourth edition
Series:PBI (Series) ; no. 2016-8968
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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