Estate Planning and Will Drafting in New York
with 2018 Revision
(Includes a package of downloadable forms)
Michael E. O-Connor, Esq.
Costello, Cooney & Fearon PLLC, Syracuse, NY
• Marital Deduction / Credit Shelter Drafting
• Estate Planning with Life Insurance
• Lifetime Gifts and Trusts for Minors
• Planning for Client Incapacity
Estate planning is a diverse, challenging and sophisticated area of practice that requires the technical skills of a tax attorney; a strong understanding of business, real property and decedents' estate law; and the sensitivity and caring of a personal adviser. Estate planning is much more than will drafting - it is a well-recognized specialty that is a prominent part of the legal profession.
Written and edited by experienced practitioners, this comprehensive book is recognized as one of the leading references available to New York attorneys involved with estate planning. The step-by-step coverage in Estate Planning and Will Drafting in New York is a great resource for novice as well as experienced practitioners. Especially useful are many "real world" examples, practice tips and sample forms. Includes Downloadable Forms.
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 Tax-Qualified Plans / 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