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 2015 revision, which includes coverage of the many tax law changes that went into effect in 2014, makes this book even more valuable.
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 (sample forms are also included on CD at no extra charge).
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 PlansTax, / 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
Table of Contents and Author Bios
View Table of Forms on CD
You may also be interested in:
2015 Estate Planning Supplement (for past purchasers only)
2015 Estate Planning Forms on CD