Estate Planning: A Guide to the Basics


By Michael E. O'Connor

cover image of Estate Planning: A Guide to the Basics

Sign up to save your library

With an OverDrive account, you can save your favorite libraries for at-a-glance information about availability. Find out more about OverDrive accounts.

   Not today

Find this title in Libby, the library reading app by OverDrive.

app-store-button-en.svg play-store-badge-en.svg

Search for a digital library with this title

Title found at these libraries:


Written by Michael O'Connor, a leading trusts and estates practitioner, Estate Planning: A Guide to the Basics, provides an overview of estate planning considerations. This easy-to-read reference is a great resource for the non-attorney looking to increase their knowledge of estate planning options. Attorneys can also distribute this reference to potential clients so they are aware of the services provided by estate planning experts. Common questions and misconceptions are discussed, such as:

What are will substitutes?

What is a "sprinkling" trust and when should it be used?

What makes a 529 Plan so attractive, is it for everyone?

What is the attorney's role in an estate administration?

When does property pass to the State of New York?

Topics addressed include setting up a trust, choosing a fiduciary, powers of attorney, the importance of a will, tax and estate planning considerations if you have minor children and many other topics which should be taken into consideration.

Estate Planning: A Guide to the Basics