Estate Planning and Will Drafting in New York
2012 Revision

Editor-in-Chief                                                                                                                                           
Michael E. O’Connor, Esq.
DeLaney & O’Connor, LLP, Syracuse , NY

Key Benefits                                                                                                                                              
• Marital Deduction / Credit Shelter Drafting

• Estate Planning with Life Insurance

• Lifetime Gifts and Trusts for Minors

• Planning for Client Incapacity

Product Description                                                                                                                                
Revised 2012, this comprehensive text provides an excellent overview of the complex rules and considerations involved in estate planning in New York State.  Estate planning and will drafting is an area of practice that can touch almost every other area of practice.  Whether your practice incorporates issues surrounding minors, marriage, the elderly, federal and state taxes, this text provides comprehensive guidance to attorneys.  With useful practice comments, real-world examples and sample forms this text is also an invaluable practice guide for practitioners who are just entering this growing area.

Contents at a Glance                                                                                                                               
Estate Planning Overview

Federal Estate and Gift Taxation: An Overview

The New York Estate and Gift Tax

Fundamentals of Will Drafting

Marital Deduction/Credit Shelter Drafting

Revocable Trusts

Lifetime Gifts and Trusts for Minors

IRAs and Qualified Plans—Tax,
  Medicaid and Planning Issues

Estate Planning with Life Insurance

Dealing with Second or Troubled Marriages

Planning for Client Incapacity

Long-Term Care Insurance in New York

Practice Development and Ethical Issues

Info & Pricing  
PN: 50959 (2012 Revision for past purchasers) | loose-leaf
NYSBA Members $120   Non-Members $145        
                                                                                                                              
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