Estate planning in Pennsylvania /
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| Corporate Author: | |
|---|---|
| Other Authors: | , , |
| Format: | Book |
| Language: | English |
| Published: |
Mechanicsburg, Pa. :
Pennsylvania Bar Institute,
c2007
|
| Edition: | Rev. ed |
| Series: | PBI (Series) ;
no. 2007-4461 PBI (Series) ; no. 07:298 |
| Subjects: | |
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Table of Contents:
- Interviewing the client
- Ethical issues
- Mapping the plan
- Drafting the will
- Drafting the trust
- Tax planning
- Estate planning for closely held businesses
- Estate planning for nontraditional couples
- Estate planning using charitable gifts
- Powers of attorney and advance directives for health care declarations (living wills)
- Medicaid payment for long-term care
- Choosing fiduciaries
- Transferring assets outside of probate
- Execution and safekeeping of documents
- Terminating the representation