A Practical Guide to Estate Planning in Rhode Island
Practical, comprehensive treatment of estate planning issues
- Product Number: 2120313B00
- Publication Date: 6/21/2022
- Edition: 2nd Edition 2022
- Copyright: © 2022 MCLE, Inc.
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Product Description
Product Description
The collective expertise of over twenty estate planners, combined with hundreds of years of experience—that is what you will find in this comprehensive practice manual. A Practical Guide to Estate Planning in Rhode Island begins with practical steps in handling an estate, introduces estate, gift and generation-skipping tax planning, provides pointers on testamentary planning, and helps you to advise clients in all walks of life—the married couple, the individual interested in funding a charitable organization, the couple who need to protect retirement assets, family businesses, or real estate. The most salient areas of estate planning practice are included in this highly practical resource.
Recent updates:
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Update: June 2022
Dear Subscriber:
Thank you for choosing to stay current with legal developments in Rhode Island estate planning by purchasing this revised edition of A Practical Guide to Estate Planning in Rhode Island . Inside, you will find updated material on topics such as the following:
- Bypass trusts. See chapter 6 for a new example that illustrates use of a bypass trust to make use of one spouse's exemption.
- Transfers between trusts. See chapter 13 for a Practice Note about a POMS revision that impacts the drafting of standalone special-needs trusts.
- Required minimum distributions. See chapter 9 for updates on changes to distribution law as a result of the SECURE Act, along with updated tables.
- Living wills, MOLST forms, and social distancing requirements. See chapter 9 for practical updates.
We trust that you will find this revised edition valuable in your estate planning practice and valuable in keeping your law library current.
Cordially,
Maryanne G. Jensen, Esq., Director of Publications
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Update: June 2022
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Table of Contents
Table of Contents
expand allChapter 1 expandPractical Steps in Handling an Estate Planning Matter
Buy ChapterChapter 2 expandEstate, Gift, and Generation-Skipping Transfer Taxes
Buy ChapterChapter 3 expandFundamental Testamentary Planning
Buy ChapterChecklist 3.1
- General Checklist of Provisions for a Simple Will Buy FormExhibit 3A
- Self-Proving Affidavit Buy FormExhibit 3B
- Executor Power Provisions for Pour-Over Will Buy FormExhibit 3C
- Funeral Planning Agent Designation Buy FormExhibit 3D
- Administration Provisions and Trustee Powers Buy FormExhibit 3E
- Memorandum of Trust Buy FormExhibit 3F
- Definitions Section Buy FormChapter 4 expandMarital Deduction Planning and Drafting Techniques
Buy ChapterChapter 5 expandLifetime Asset Transfers
Buy ChapterChapter 6 expandCharitable Giving Outright and in Trust
Buy ChapterChapter 7 expandLife Insurance and Estate Planning
Buy ChapterChapter 8 expandLiving Wills, Durable Powers of Attorney for Health Care, and Durable Financial Powers of Attorney
Buy ChapterChapter 9 expandEstate Planning for Retirement Benefits
Buy ChapterExhibit 9A
- Notice 2021-61 Buy FormExhibit 9B
- COLA Increases for Dollar Limitations on Benefits and Contributions Buy FormExhibit 9C
- IRA-Related Sections of the Internal Revenue Code (IRC) Buy FormExhibit 9D
- Uniform Lifetime Table (Effective January 1, 2022) Buy FormExhibit 9E
- Sample Basic Beneficiary Designation Buy FormExhibit 9F
- Single Life Expectancy Table (Effective January 1, 2022) Buy FormChapter 10 expandBasic Strategies to Preserve and Protect the Family Business
Buy ChapterChapter 11 expandAsset Protection Trusts
Buy ChapterChapter 12 expandMarital and Cohabitation Agreements
Buy ChapterChapter 13 expandPlanning for Incapacity—Special Needs and Guardianship
Buy ChapterExhibit 13A
- Form for Appointment of Parental Successor Buy FormExhibit 13B
- Suggested Language for Guardianship Decree When Guardian Is Representative Payee Buy FormExhibit 13C
- Sample Trust Language for Determining Incapacity of a Trustee Buy FormExhibit 13D
- Designation of Funeral Planning Agent Buy FormExhibit 13E
- Executive Office of Health and Human Services 210 RICR 50 00-6.11.3 Buy FormChapter 14 expandPostmortem Estate Planning
Buy ChapterChapter 15 expandPlanning Involving Vacation and Second Homes
Buy ChapterChecklist 15.1
- Basis-Planning Considerations for Tax-Efficient Estate Planning Strategies Buy Form - Editors & Authors