Print Book

A Practical Guide to Estate Planning in Massachusetts

Planning strategies—backed by a knowledge of the law

1088 pages in 2 volumes (printed book)
4th Edition 2017
© 2017 MCLE, Inc.
Add to list
Add to list

Product Description

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."

Recent updates:

  • Update: August 2017

    Dear Subscriber:

    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

Table of Contents

expand all | collapse all
Chapter 1 - Practical Steps in Handling an Estate Planning Matter (Buy Chapter)
Chapter 2 - Estate, Gift, and Generation-Skipping Transfer Taxes (Buy Chapter)
Chapter 3 - Fundamental Testamentary Planning (Buy Chapter)
Chapter 4 - Marital Deduction Planning and Drafting Techniques (Buy Chapter)
Chapter 5 - Lifetime Asset Transfers (Buy Chapter)
Chapter 6 - Charitable Giving Outright and in Trust (Buy Chapter)
Chapter 7 - Life Insurance and Estate Planning (Buy Chapter)
Chapter 8 - Advance Medical Directives: Living Wills, Durable Powers of Attorney, and Health-Care Proxies (Buy Chapter)
Chapter 9 - Estate Planning for Retirement Benefits (Buy Chapter)
Chapter 10 - Basic Strategies to Preserve and Protect the Family Business (Buy Chapter)
Chapter 11 - Medicaid and Creditor Protection Trusts (Buy Chapter)
Chapter 12 - Marital Agreements (Buy Chapter)
Chapter 13 - Estate Planning for Unmarried Couples (Buy Chapter)
Chapter 14 - Planning for Incapacity (Buy Chapter)
Chapter 15 - Estate Planning for Same-Sex Couples: Selected Issues (Buy Chapter)
Chapter 16 - Same-Sex Marriage, Divorce, and Estate Planning Issues (Buy Chapter)
Chapter 17 - Postmortem Estate Planning (Buy Chapter)


Jon E. Steffensen, Esq., McLane Middleton, Boston

Ethics Editor(s)

Charles E. Rounds, Jr., Esq., Suffolk University Law School, Boston


Patricia M. Annino, Esq., Rimon PC, Boston
Robert L. Arone, Esq., Orsi, Arone, Rothenberg, Iannuzzi & Turner LLP, Needham Heights
Thomas E. Bator, Esq., Pratt, Bator & Popov LLP, Boston
John J. Bowe, Jr., Esq., John J. Bowe, Attorney at Law, P.C., Westwood
Thanda Fields Brassard, Esq., Fiduciary Trust Company of New England, Manchester
Laurence G. Constable, Kiplin Capital, LLC, Concord
Sheryl J. Dennis, Esq., Fields & Dennis LLP, Wellesley Hills
Robert G. Holdway, Esq., Fiduciary Trust Company, Boston
Joyce Kauffman, Esq., Kauffman Law & Mediation, Roslindale
Melissa Langa, Esq., Bove & Langa, PC, Boston
Susan K. McClements, Esq., Suite 207, Lexington
Alan S. Novick, Esq., Novick Law Offices, Naples
Christopher D. Perry, Esq., The Northern Trust Company, Boston
Lisa M. Rico, Esq., Rico, Murphy, Diamond LLP, Millis
Ralph J. Rotman, CLU, Northwestern Mutual Financial Network, Boston
Judith A. Saxe, Esq., CIBC Atlantic Trust Private Wealth Management, Boston
Vicki L. Shemin, Esq., Fields & Dennis LLP, Wellesley Hills
Molly R. Soiffer, Esq., Bove & Langa, PC, Boston
Jon E. Steffensen, Esq., McLane Middleton, Boston
Karen L. Witherell, Esq., Bove & Langa, PC, Boston



Nonmembers   Sponsor Members New Lawyers
Print Book (printed book) $245.00 $220.50 $183.75
eBook (PDF, MOBI, or EPUB) $245.00 $220.50 $183.75
eArticle (purchased individually) $28.00 $25.00 $18.75
eForm (purchased individually) $18.00 $15.00 $13.50
Online Library (view online) With MCLE OnlinePass® subscription only

With MCLE's supplementation service, new supplements and revisions are mailed automatically with an invoice. If you do not want to subscribe, please check the opt out option during checkout
Print Book
Buy Sponsor Discount Applied in Shopping Cart.