Publications

Drafting Estate Plans, MCLE

© 2019 MCLE, Inc.Publications / Mentions

With its many fact-driven issues, estate planning is perfectly suited to the hypothetical approach you will find in Drafting Estate Plans. A practical power source for your next estate planning drafting challenge, this book sets forth clear, real-life case studies, and then presents the drafting techniques and strategies you can use to tailor an estate plan precisely to your client's situation. The book covers such topics as the estate plan for a young couple with children, grandparents who wish to make bequests to their grandchildren, the married couple with a potentially taxable estate, the client who seeks a plan to perpetuate a family business, and the individual looking at retirement and beyond. The authors were selected for their particular expertise in each of the topic areas—so you gain the very best practices, caveats, tips and seasoned guidance.

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