Estate Planning Forms and Clauses


By Jeffrey A. Schoenblum

cover image of Estate Planning Forms and Clauses

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Anderson's Estate Planning Forms and Clauses, 2015 presents a comprehensive compilation of forms and clauses encompassing not only wills and trusts but all aspects of estate planning, with special attention to tax considerations and consequences. Anderson's Estate Planning Forms and Clauses contains an expanded selection of essential will and trust forms and clauses, including detailed clauses specifying investment, business management, and other administrative powers of the executor or trustee. It also includes a comprehensive collection of forms and clauses relating to living wills and advance health care directives. Forms and clauses of particular interest to practitioners include- • Charitable lead trusts • Charitable remainder annuity trusts • Charitable remainder unitrusts • Credit shelter trusts • Wide open trusts • Grantor retained annuity trust • Grantor retained interest trust • Grantor retained unitrust • Comprehensive ADR clause • Limited liability company • Limited partnership • Springing power of attorney • Federal estate tax apportionment • Irrevocable trust for minor satisfying IRC § 2503(c)(4.02) The forms and clauses in this edition have been supplied by some of the most eminent estate planning practitioners in the country, including Edward B. Benjamin, Jr., Dennis I. Belcher, Jerold I. Horn, Hugh F. Kendall, Frederick R. Keydel, Donald D. Kozusko, Louis A. Mezzullo, Conrad L. Moore, Sandford J. Schlesinger, and Robert C. Vaughn, Jr. The eBook versions of this title feature links to Lexis Advance for further legal research options.

Estate Planning Forms and Clauses