A Practical Guide to Estate Planning in Massachusetts
Planning strategies—backed by a knowledge of the law
- Product Number: 1970299B00
- Publication Date: 8/18/2017
- Edition: 4th Edition 2017
- Copyright: © 2017 MCLE, Inc.
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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."
Update: August 2017
Thank you for keeping your copy of A Practical Guide to Estate Planning in Massachusetts current with this 2017 edition.
Inside, you will find hundreds of new tips, analyses, and developments , including the following:
- Lifetime gifts—Updated tips on designing an overall estate plan, with figures for 2015, are found in Chapter 1.
- Grantor's power to remove a trustee. See chapter 5 for practice tips regarding the general power to appoint trust property. The chapter also adds discussion on the topic of indirect skips.
- Pease limitation on itemized deductions. See chapter 6 for a practical note regarding Pease limitations.
- Income tax consequences of exchange of life policies. See chapter 7 for a treatment of practical consequences of recent trends impacting whole life, term life, and universal policies.
- Health care proxies. See chapter 8 for a checklist on preparing health insurance proxies.
- Prenuptial matters. See chapter 12 for a new checklist on drafting a prenuptial agreement in the context of estate planning.
We hope that this material will be useful in your practice and valuable in keeping your estate planning law library current.
Maryanne G. Jensen, Esq., MCLE Director of Publications
- Update: August 2017
Table of Contents
Table of Contentsexpand allChapter 1 expandChapter 2 expand
Estate, Gift, and Generation-Skipping Transfer TaxesBuy ChapterChapter 3 expandChapter 4 expandChapter 5 expandChapter 6 expandChapter 7 expandChapter 8 expand
Advance Medical Directives: Living Wills, Durable Powers of Attorney, and Health-Care ProxiesBuy ChapterChapter 9 expandChapter 10 expand
Basic Strategies to Preserve and Protect the Family BusinessBuy ChapterChapter 11 expand
Medicaid and Creditor Protection TrustsBuy ChapterChapter 12 expand
Marital AgreementsBuy ChapterChapter 13 expand
Estate Planning for Unmarried CouplesBuy ChapterChapter 14 expand
Planning for IncapacityBuy Chapter
Exhibit 14A- Language Defining Incapacity Buy Form
Exhibit 14B- Special Clauses for Durable Power of Attorney Buy Form
Exhibit 14C- Escrow Agreement Buy Form
Exhibit 14D- Durable General Power of Attorney Buy Form
Exhibit 14E- Affidavit Regarding Power of Attorney (REBA Form 1) Buy Form
Exhibit 14F- Sample Health-Care Proxy Buy Form
Exhibit 14G- HIPAA Release Form Buy Form
Exhibit 14H- Additional Resources Buy FormChapter 15 expand
Estate Planning for Same-Sex Couples: Selected IssuesBuy ChapterChapter 16 expand
Same-Sex Marriage, Divorce, and Estate Planning IssuesBuy Chapter
Exhibit 16A- Affidavit (to Be Filed Where Child Conceived During Marriage) Buy Form
Exhibit 16B- Affidavit of Parents Buy Form
Exhibit 16C- G.L. c. 209C, §§ 6 and 21 Buy Form
Exhibit 16D- G.L. c. 46, § 4B Buy Form
Exhibit 16E- Form R-891S: Certificate of Adoption Buy Form
Exhibit 16F- Complaint to Establish Parentage and Support Memorandum Buy Form
Exhibit 16G- Alternate Routes to Parentage Buy Form
Exhibit 16H- Complaint in Equity for Dissolution of Civil Union Buy Form
Exhibit 16I- Motion to Waive Notice (to Be Filed Where Child Conceived Prior to Marriage or Nonmarital) Buy Form
Exhibit 16J- Motion to Waive Home Study Buy Form
Exhibit 16K- Motion to Waive Six-Month Residency Requirement Buy Form
Exhibit 16L- Joint Representation Consent Buy Form
Exhibit 16M- G.L. c. 215, § 6 Buy Form
Exhibit 16N- Will Buy Form
Exhibit 16O- Durable Power of Attorney Buy Form
Exhibit 16P- Statement Concerning Durable Power of Attorney Buy Form
Exhibit 16Q- Health Care Proxy Buy Form
Exhibit 16R- Authorization for Release of Protected Health Information Buy Form
Exhibit 16S- Massachusetts Health Care Proxy Information, Instructions, and Form Buy Form
Exhibit 16T- DNR Order Verification Buy Form
Exhibit 16U- Declaration as to Remains Buy Form
- Editors & Authors