Estate Planning: A Guide to the Basics
- Michael E. O'Connor
Contents at a Glance
Planning for the Family and the Future / Minor Children in the Will / Legal Services, Executor, Trustee and Guardian / Taxes in the Estate / Planning for the Nursing Home / The Many Ways Property Passes / Problems of the Second Marriage / Living Trusts / Life Insurance / Lifetime Concerns
Written by Michael O’Connor, a leading trusts and estates practitioner, Estate Planning: A Guide to the Basics, provides an overview of estate planning considerations. This easy-to-read reference is a great resource for the non-attorney looking to increase their knowledge of estate planning options. Attorneys can also distribute this reference to potential clients so they are aware of the services provided by estate planning experts. Common questions and misconceptions are discussed, such as:
-What are will substitutes?
-What is a “sprinkling” trust and when should it be used?
-What makes a 529 Plan so attractive, is it for everyone?
-What is the attorney’s role in an estate administration ?
-When does property pass to the State of New York?
Topics addressed include setting up a trust, choosing a fiduciary, powers of attorney, the importance of a will, tax and estate planning considerations if you have minor children and many other topics which should be taken into consideration.
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- January 14, 2021
- 38 pages