Tax, Estate & Financial Planning for the Elderly
ebook ∣ Forms & Practice, Volume 2 · Tax, Estate & Financial Planning for the Elderly
By David English
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You'll find the forms you need for your practice inside Tax, Estate & Financial Planning for the Elderly: Forms & Practice, a two-volume companion to the popular Tax, Estate & Financial Planning for the Elderly practice guide. It contains forms for everything from client intake and retainer agreements to review and appeal of benefit denials, as well as court petitions and clauses you can use in drafting durable powers of attorney, health care proxies, wills and trusts. Every basic area is covered, including:
Both volumes contain checklists, practice tips, state specific tables, sample client letters and intake forms to guide you through difficult areas of the law, save you time, and make your practice run smoothly and efficiently. The forms and checklists are cross-referenced to legal analysis in the practice guide. All of the complete forms and individual clauses and checklists found in the print volumes are included on a downloadable zip file. You can use the forms as provided or modify them to meet your specific requirements.