Estate Planning -- The Process... by Marjorie J. Stephens

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Estate Planning - The Process The complete guidebook

Individual chapters

Chapter 1: Introduction: Estate Planning as a Process
Chapter 2: Living and Dying Without an Estate Plan
Chapter 3: Disability
Chapter 4: Revocable Living Trust
Chapter 5: Character of Marital Property
Chapter 6: Personal Considerations
Chapter 7: Giving - A Few Considerations
Chapter 8: Asset Protection
Chapter 9: Retirement Plans
Chapter 10: Fiduciaries
Chapter 11: Transfer Tax - Overview of Structure and Reduction
Chapter 12: Trusts as Tools in Legacy Planning (in entirety); Individual Sections:

Overview - Transfer Taxes
Section A - Bypass Trust
Section B - Qualified Terminable Interest Property (QTIP) Trust
Section C - Life Insurance Trust (ILIT)
Section D - Generation Skipping Trust (GST)
Section E - Qualified Personal Residence Trust (QPRT)
Section F - Grantor Retained Annuity Trust (GRAT)
Section G - Defective Grantor Trust
Section H - Crummey Defective Grantor Spendthrift Trust ("Cake" Trust)
Section I - Charitable Remainder Trust (CRAT/CRUT)

Chapter 13: Family Limited Partnership
Chapter 14: Ownership of Property
Chapter 15: Executor's Letter

Disclaimer:
The Guidebook is a collection of newsletters that Marjorie has sent to her clients over the years. All of the articles contained in the Guidebook were legally accurate when written; however, the law changes over time. Do not rely on the Guidebook as an absolute statement of current law. We will make every effort to regularly update the Guidebook, but we cannot guarantee that it is always current. All of the materials on this website are provided with the understanding that your access to these materials does not make you a client of the Law Office of Marjorie J. Stephens, and we are not rendering legal or other professional services to you by allowing you to read them. If you require legal advice or other professional services, then you should personally contact a competent professional.

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