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Features

  • Hundreds of tips, planning techniques, and updates
  • Practice-tested expert guidance—from over 40 experts
  • A spectrum of topics, ranging from initial matters through to post-mortem
  • Essential forms, including sample instruments

Scenarios—clauses—guidance

A Practical Guide to Estate Planning in Massachusetts

 
No. 1970299B00. Copyright 2011, MCLE, Inc.
1118 pages in 2 volumes (Looseleaf) with Forms on Disc
    Nonmember Member  
Print Book 1118 pages in 2 volumes $245.00 $220.00 Buy Online
eBook PDF, Kindle, Nook, iPad, etc. $245.00 $220.00 Buy Online

Overview

A Practical Guide to Estate Planning in Massachusetts, is the definitive manual for estate planning and the leading publication in MCLE's estate planning and administration practice library. Addressing the most frequently encountered planning issues and providing practical answers, this comprehensive guide takes the practitioner from the initial steps in handling an estate planning matter through post-mortem estate planning opportunities and strategies. Authoritative and practical chapters, example scenarios, sample clauses and documents, and new topics make this book a truly indispensable "practical guide."


    Contents at-a-glance

  • Practical Steps in Handling an Estate Planning Matter
  • Estate, Gift and Generation-Skipping Transfer Taxes
  • Fundamental Testamentary Planning
  • Marital Deduction Planning and Drafting Techniques
  • Lifetime Asset Transfers
  • Charitable Giving Outright and In Trust
  • Life Insurance and Estate Planning
  • Advance Medical Directives: Living Wills, Durable Powers of Attorney and Health-Care Proxies
  • Estate Planning for Retirement Benefits
  • Basic Strategies To Preserve and Protect the Family Business
  • Medicaid and Creditor Protection Trusts
  • Marital Agreements
  • Estate Planning for Nontraditional Families
  • Planning for Incapacity
  • Estate Planning for Same-Sex Couples: Selected Issues
  • Estate and Gift Tax Consequences of Same-Sex Divorce
  • Postmortem Estate Planning


Editor(s)
Jon E. Steffensen, Esq., Steffensen, Fleming & Associates, Boston


Ethics Editor(s)
Charles E. Rounds Jr., Esq., Suffolk University Law School, Boston


Author(s)
Patricia M. Annino, Esq., Prince Lobel Tye LLP, Boston
Carol A. Anthony, Esq., Sarasota, FL
Robert L. Arone, Esq., Orsi, Arone, Rothenberg, Iannuzzi & Turner LLP, Needham Heights
Thomas E. Bator, Esq., Nichols & Pratt LLP, Boston
Meredeth A. Beers, Esq., Holland & Knight LLP, Boston
John J. Bowe Jr., Esq., John J. Bowe, Attorney at Law, P.C., Westwood
Thanda F. Brassard, Esq., Fiduciary Trust Company/Law Department, Boston
Richard P. Breed III, Esq., Tarlow, Breed, Hart & Rodgers, PC, Boston
Mark M. Christopher, Esq., Edwards Wildman Palmer LLP, Boston
Clifford R. Cohen, Esq., Burns & Levinson LLP, Boston
Tracy A. Craig, Esq., Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
George L. Cushing, Esq., McLane, Graf, Raulerson & Middleton, PA, Woburn
Diana C. Espanola, Esq., Morse, Barnes-Brown & Pendleton, PC, Waltham
Jennifer T. Fleming, Esq., Steffensen, Fleming & Associates, Boston
William N. Friedler, Esq., Friedler Law Group, Newton
Deborah J. Hall, Esq.
Eric P. Hayes, Esq., Goodwin Procter LLP, Boston
Louise F. Herman, Esq.
Robert G. Holdway, Esq., Fiduciary Trust Company/Law Department, Boston
Gail E. Horowitz, Esq., Wade, Horowitz & LaPointe LLC, Brookline
Michelle B. Kalas, Esq., Prince Lobel Tye LLP, Boston
William D. Kirchick, Esq., Bingham McCutchen LLP, Boston
Colin M. Korzec, Esq., US Trust, Bank of America, Private Wealth Management, Boston
Melissa Langa, Esq., Bove & Langa, PC, Boston
Joshua S. Miller, Esq., BNY Mellon Wealth Management, Boston
Hon. Maureen H. Monks, Middlesex Probate and Family Court, Commonwealth of Massachusetts
Janet Wilson Moore, Esq., Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Evelyn V. Moreno, Esq., Nixon Peabody LLP, Boston
Alan S. Novick, Esq., Novick Law Offices, Inc, New Bedford
Harriet H. Onello, Esq., Law Office of Harriet H. Onello, Lexington
Angela M. Ordonez, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts
Christopher D. Perry, Esq., Northern Trust Bank, FSB, Boston
Michelle M. Porter, Esq., Goulston & Storrs, PC, Boston
Lisa M. Rico, Esq., Gilmore, Rees & Carlson, P.C., Wellesley Hills
Jeffrey W. Roberts, Esq., Robinson Donovan, PC, Springfield
Andrew D. Rothstein, Esq., Goulston & Storrs, PC, Boston
Ralph J. Rotman, CLU, Northwestern Mutual Financial Network, Boston
Judith A. Saxe, Esq., Atlantic Trust Private Wealth Management, Boston
Mary H. Schmidt, Esq., Schmidt & Federico, PC, Boston
Rosalie B. Schulman, Esq.
Vicki L. Shemin, Esq., Boston Law Collaborative, LLC, Boston
Michael Simolo, Esq., Robinson Donovan, PC, Springfield
Jon E. Steffensen, Esq., Steffensen, Fleming & Associates, Boston
Helen H. Stewart, Esq., Law Office of Helen Stewart, Concord
Christopher H. Suh, Esq., Schmidt & Federico, PC, Boston
Donna M. Turley, Esq., Glickman Turley LLP, Boston
Peter F. Zupcofska, Esq., Burns & Levinson LLP, Boston

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