A Practical Guide to Estate Planning in Maine
- Product Number: 2253635WCH
- Publication Date: 11/20/2024
- Edition: 3rd Edition 2024
- Copyright: © 2024 MCLE, Inc.
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Product Description
Product Description
MCLE's first manual on collaborative practice takes a multi-state approach to the practice and the process of collaborative law. Collaborative Law: Practice and Procedures guides you through the various roles of each member of the team, and offers valuable insight from the initial client meeting through to creating a lasting outcome that is satisfactory to all. A diverse cadre of authors representing the legal, financial, mental health counseling, and ethical aspects of collaborative law practice share their depth of experience with a candid and practical approach. The authors share some of the New England states' procedures and differences. Whether you are already a collaborative law practitioner—or contemplating adding collaborative law practice to your skill set—this book is a valuable resource.
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Table of Contents
Table of Contents
expand allChapter 01 expandPractical Steps in Handling an Estate Planning Matter
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Chapter 02 expandEstate, Gift, and Generation-Skipping Transfer Taxes
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Chapter 03 expandFundamental Testamentary and Trust Planning
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Chapter 04 expandFlexible Marital Deduction Planning and Drafting Techniques
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Chapter 05 expandLifetime Asset Transfers
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Chapter 06 expandCharitable Giving Outright and in Trust
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Exhibit 6A
- IRS Revenue Procedures Issuing Sample CRT Forms Buy FormChapter 07 expandLife Insurance and Estate Planning
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Chapter 08 expandAdvance Medical Directives: Living Wills, Durable Powers of Attorney, and Other Health-Care Directives
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Exhibit 8A
- Sample Advance Health-Care Directive (Maine Hospital Association) Buy FormChapter 09 expandEstate Planning for Retirement Benefits
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Chapter 10 expandBasic Strategies to Preserve and Protect the Family Business
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Chapter 11 expandMaineCare and Creditor Protection Trusts
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Chapter 12 expandChapter 13 expandEstate Planning for Nontraditional Families
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Exhibit 13A
- Summary of Key Revisions to the Social Security POMS Concerning Windsor and Obergefell Decisions Buy FormChapter 14 expandPlanning for Incapacity
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Chapter 15 expandEstate Planning for Same-Sex Couples: Selected Issues
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Chapter 16 expandPostmortem Estate Planning
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- Editors & Authors