Estate Planning and Will Drafting in New York
with 2016 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
This comprehensive book is invaluable for all 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.
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