Description
In New York Wills , a former estate and gift tax attorney with the IRS presents over 35 model wills that can be used as is or quickly adapted to meet your clients’ specific needs.; With comprehensive, in-depth analysis for each will, you can easily determine exactly which will best meet the needs and objectives of any client. Each model document from the simplest to the most complex addresses all the essential details.; You will also find extensive references to qualified domestic trusts and the regulations for QDOTs.; The set contains practical guidance on:; Tax apportionment; Payment sources; Guardians for children; Fiduciary powers; Marital shares; Appendixes contain discussion of:; Beneficiary designations for life insurance and employee benefit plans; State rules against perpetuities; State-specific information on topics such as fiduciary requirements, will execution, and homestead provisions
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