Estates and Trusts Publications
Asset
Protection Strategies and Forms
A full range of proven structures for safeguarding assets, zeroing out estate taxes, and reducing income taxes. Complete trusts and individual provisions … from simple living trust modifications to sophisticated international asset protection structures … will broaden and strengthen the options you present to clients. Each structure is diagrammed and explained, with supporting law, tax considerations, case studies, and pattern clauses.
41 pattern wills and trusts annotated with alternate
clauses, pitfalls to avoid, practice tips, recent cases, tax
considerations, and more.
Texas
Estate Planning
This 714-page book contains 74 forms, dozens of clauses, numerous practice tips and more, all supported with 435 recent cases. It includes practice aids and practice tips for topics from preliminary concerns to tax-planned wills to trusts.
The book’s 176 custom-drafted, plain English, Texas-specific forms are supported by a 200-page law-and-procedure outline. The forms include a client questionnaire, engagement letter, chart of notices, and dozens of applications, letters, motions, notices, affidavits, oaths, orders, and more.
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