ESTATES AND TRUSTS
MANNING ON ESTATE PLANNING
Stephanie E. Heilborn (Proskauer Rose LLP)
This title introduces estate planning attorneys and their clients to the available avenues and planning vehicles for managing, maximizing, and protecting private assets. It includes the grounded perspective of its author, a prominent practitioner whose experience includes advising some of the world’s wealthiest families and financial institutions. Anyone who counsels, assists, or manages high-net-worth family assets will find detailed information on the pros, cons, exemptions, drafting issues, Internal Revenue Service considerations, and tax treatment considerations around a variety of planning vehicles. Among the vehicles covered are QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, and credit- shelter trusts. Readers will also find helpful sample clauses for use when forming a qualified personal residence trust. Receive up-to-date estate planning tips with PLI’s Upkeep Service.
1 looseleaf volume or digital, 840 pages, $518, Item #370572, ISBN 978-1-4024-4412-8, Updated annually or as needed
STOCKER ON DRAWING WILLS AND TRUSTS
Robert W. Sheehan (Curtis, Mallet-Prevost, Colt & Mosle LLP) and Michael S. Schwartz (Day Pitney LLP)
A mainstay for lawyers and estate planners for more than 50 years, this guide walks readers through key drafting strategies for estate planning and trust formation documents. Its chapters, authored by two accomplished practitioners with substantial U.S. Tax Court and succession planning experience, reveal best practices for developing airtight wills and estate planning vehicles that facilitate generational wealth. Lawyers and estate planners will access hundreds of sample clauses they can reference when preparing client estate planning and trust documents. They will also learn practical tips for pinpointing client preferences and translating them into strong document language, balancing tax savings with income tax considerations, Fiduciary selection and role considerations, drafting pitfalls, execution strategies, and contingency- related obstacles. In addition, the guide outlines planning strategies for mitigating potential estate, gift, and GST tax exposure. Leverage up-to-date estate planning practices with PLI’s Upkeep Service. 2 looseleaf volumes or digital, 1,270 pages, $553, Item #136476, ISBN 978-1-4024-2512-7, Updated annually or as needed
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