A Practical Guide to Estate Planning in New Hampshire

Authoritative—nuanced—practical

Product Number: 2243347WFM
Publication Date: 9/26/2024
Edition: 2nd Edition 2024
Copyright: © 2024 MCLE, Inc.
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A Practical Guide to Estate Planning in New Hampshire

Authoritative—nuanced—practical

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Family Discussion Checklist Exhibit 1F from A Practical Guide to Estate Planning in New Hampshire $15.00; Members $13.50; New Lawyers $7.50 Free for OnlinePass subscribers.

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Product Description
Product Description

For the best practical information on drafting an estate plan in the State of New Hampshire, consider this powerhouse book as your first stop. The chapters of A Practical Guide to Estate Planning in New Hampshire combine expert guidance with clear, easy-to-understand pointers, supported by current law. Inside, you'll find information on New Hampshire's uniform trust code, its uniform principal and income act, and the unitrust election, along with tips on estate planning for special needs, for nontraditional family units, for gifts to grandchildren, charities, and for selfsettled asset protection objectives—and more. The authors and editors were carefully selected from a spectrum of private practices and academia to bring you their best practices, caveats, and explanations of some of the most complex concepts in estate planning law in the Granite State.

Recent updates:
- Update: September 2024
  Dear Subscriber:
  
  Thank you for choosing to keep your copy of A Practical Guide to Estate Planning in New Hampshire with this 2024 edition. Inside, you will find updated practical information surrounding dozens of issues and developments, including the following:
  - Federal gift tax. See chapter 2 for important updates in the numbers for 2024.
  - Portability. Chapter 2 also updates an explanation as to how deceased spouse unused exclusion allowance (DSUEA) works.
  - Special needs trusts. Chapter 6 includes a new discussion of the appropriate use of these trusts in estate plans, especially where beneficiaries are receiving public benefits.
  - Nontestamentary nontrust dispositions of assets. Chapter 7 contains a warning regarding unanticipated tax consequences.
  We trust that you will find this information useful in your practice and valuable in your estate planning law library.
  
  Cordially,
  
  MCLE Press
Table of Contents

Table of Contents
expand all

Chapter 01 expand

Ethical Considerations in Handling an Estate Plan and Engagement
Buy Chapter
John E. Hughes, Esq., McLane Middleton

Exhibit 1A
- Reminder Letter to Client Regarding Review of Estate Planning Documents Buy Form

Exhibit 1B
- Record of Services to Be Provided to Client Buy Form

Exhibit 1C
- Confidential Client Data Request Buy Form

Exhibit 1D
- Drafts of Estate Planning Documents Buy Form

Exhibit 1E
- Execution Procedure for Durable Powers of Attorney and Living Wills Buy Form

Exhibit 1F
- Family Discussion Checklist Buy Form

Exhibit 1G
- Legal Fees and Billing—Information for Client Buy Form

Exhibit 1H
- Estate Planning Documents—Letter to Client Buy Form

Chapter 02 expand

Estate, Gift, and Generation-Skipping Transfer Taxes
Buy Chapter
Benjamin T. Siracusa Hillman, Esq., Shaheen & Gordon, PA

Chapter 03 expand

Fundamental Estate Planning
Buy Chapter
Nelson A. Raust, Esq., Ransmeier & Spellman, PC

Exhibit 3A
- Sample Will Buy Form

Exhibit 3B
- Revocable Inter Vivos Trust Buy Form

Exhibit 3C
- Pour-Over Will Provision: Pour-Over Residue to Own Trust Buy Form

Exhibit 3D
- Pour-Over Will Provision: Residue to Other Person’s Trust Buy Form

Chapter 04 expand

Creditors’ Claims Against Settlors of Irrevocable Trusts
Buy Chapter
Michael J. Malaguti, Esq.,
Dana A. Remus, Esq.,

Chapter 05 expand

Advance Directives in New Hampshire
Buy Chapter
Nelson A. Raust, Esq., Ransmeier & Spellman, PC

Exhibit 5A
- New Hampshire Advance Directive Buy Form

Exhibit 5B
- New Hampshire Statutory Form; Durable General Power of Attorney Buy Form

Exhibit 5C
- Sample Durable General Power of Attorney Buy Form

Chapter 06 expand

Special Needs Trusts and ABLE Accounts
Buy Chapter
Judith L. Bomster, Esq., Butenhof & Bomster, PC
Ann N. Butenhof, Esq., Butenhof and Bomster, PC

Exhibit 6A
- Legal Citations for the Practitioner Buy Form

Exhibit 6B
- Comparison of Three Social Security Programs (January 2024) Buy Form

Exhibit 6C
- Comparison of Medicaid and Medicare Buy Form

Exhibit 6D
- Trust Provisions for Distribution Plans and Standards Buy Form

Exhibit 6E
- Trust Protector—Single Grantor Trust Buy Form

Exhibit 6F
- Self-Settled Special Needs Trust Requirement to Reimburse Medicaid (“Medicaid Payback” Provision) Buy Form

Exhibit 6G
- Sample Trustee Power to Plan for Unanticipated Changes in the Law or Circumstances Buy Form

Exhibit 6H
- Sample Preamble and Introductory Paragraphs Buy Form

Chapter 07 expand

Estate Planning for Nontraditional Families
Buy Chapter
Anu R. Mullikin, Esq., Devine, Millimet & Branch, PA
Jennifer R. Rivett, Esq., Devine, Millimet & Branch, PA
Mary Lynn Roedel, Esq., Devine, Millimet & Branch
Theofilos Vougias, Esq., Devine, Millimet & Branch

Chapter 08 expand

Uniform Trust Code
Buy Chapter
Denis P. Dillon, Esq., McLane Middleton

Chapter 09 expand

The Uniform Principal and Income Act and the Unitrust Election
Buy Chapter
Michael J. Malaguti, Esq.,
Dana A. Remus, Esq.,

Exhibit 9A
- Bibliography Buy Form
Editors & Authors

Editor(s)

Nelson A. Raust, Esq., Ransmeier & Spellman, PC, Concord

Author(s)

Judith L. Bomster, Esq., Butenhof & Bomster, PC, Manchester

Ann N. Butenhof, Esq., Butenhof and Bomster, PC, Manchester

Denis P. Dillon, Esq., McLane Middleton, Newington

John E. Hughes, Esq., McLane Middleton , Manchester

Michael J. Malaguti, Esq.,

Anu R. Mullikin, Esq., Devine, Millimet & Branch, PA, Manchester

Nelson A. Raust, Esq., Ransmeier & Spellman, PC, Concord

Dana A. Remus, Esq.,

Jennifer R. Rivett, Esq., Devine, Millimet & Branch, PA, Manchester

Mary Lynn Roedel, Esq., Devine, Millimet & Branch, Manchester

Benjamin T. Siracusa Hillman, Esq., Shaheen & Gordon, PA, Concord

Theofilos Vougias, Esq., Devine, Millimet & Branch, Manchester

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A Practical Guide to Estate Planning in New Hampshire

Authoritative—nuanced—practical

A Practical Guide to Estate Planning in New Hampshire

Authoritative—nuanced—practical

Your Selection:

Product Description

Recent updates:

Table of Contents

Ethical Considerations in Handling an Estate Plan and Engagement

Exhibit 1A

Exhibit 1B

Exhibit 1C

Exhibit 1D

Exhibit 1E

Exhibit 1F

Exhibit 1G

Exhibit 1H

Estate, Gift, and Generation-Skipping Transfer Taxes

Fundamental Estate Planning

Exhibit 3A

Exhibit 3B

Exhibit 3C

Exhibit 3D

Creditors’ Claims Against Settlors of Irrevocable Trusts

Advance Directives in New Hampshire

Exhibit 5A

Exhibit 5B

Exhibit 5C

Special Needs Trusts and ABLE Accounts

Exhibit 6A

Exhibit 6B

Exhibit 6C

Exhibit 6D

Exhibit 6E

Exhibit 6F

Exhibit 6G

Exhibit 6H

Estate Planning for Nontraditional Families

Uniform Trust Code

The Uniform Principal and Income Act and the Unitrust Election

Exhibit 9A

Editor(s)

Author(s)