Teaching Materials on Estate Planning

• Updated to include changes made by the Taxpayer Relief Act of 1997 • Includes extensive locate and draft exercises to hone the student's practical skills • Includes most of the basic statutory material such as uniform laws and I.R.C. provisions This law school casebook provides a comprehensive review of the estate planning process. Part One focuses on estate planning, beginning with a review of an introductory estates, wills, and trusts course. Chapters include probate avoidance techniques, estate and gift tax concepts, disability planning, and physical aspects of death. Part Two concentrates on estate planning practice, including client contact, ethical considerations, malpractice concerns, will contest avoidance techniques, concerns when a client has a special circumstance, and document preparation. The book concludes with a discussion of how the at-death portion of the estate plan is put into action after the client dies.