The Pennsylvania Bar Institute published, on May 1, 2007, an updated edition of its "Estate Planning in Pennsylvania" reference. This revised edition includes both the book & sample forms on CD-ROM.
The 944-page publication is promoted currently on PBI's home page:
PBI describes the book as the "Definitive Guide to Handling Estate Planning Issues in PA".
Newly Updated From PBI Press!
Estate Planning in PA (Revised Edition) (#4461)
The only two-volume book of its kind that takes you step-by-step through the estate planning process in Pennsylvania.
Two-volume set and CD-ROM for only $199! Click here for details.
Whether you are handling your first or your hundredth estate planning matter, Estate Planning in PA includes substantive, procedural, and practical information that any lawyer will find valuable in representing clients with estate planning needs.The publication is unusual due to its nature as a compendium of knowledge from many authors. The reference is edited by Terrance A. Kline, Esq., of Media, PA, and Daniel R. Ross, Esq, of Philadelphia, PA, whose biographies show them to be experienced, specialized, trusts & estates lawyers.
This easy-to-use desk reference offers practical, proven-effective solutions to estate planning problems presented by a broad range of typical clients. This book takes you from the initial stage of interviewing the client to terminating representation and offers expert discussion of a myriad of estate planning issues that crop up in between.
Extensive forms are included, in text and on disk, for ease of use. The full text of the book is included on the searchable CD-ROM.
Most impressive is the list of well-known & reliable Pennsylvania attorneys who contribute to the work, pro bono & ongoing, for the benefit of advisors & consumers:
Jerry B. Chariton, Esq.The contents of the book address, comprehensively, the most common estate planning concerns, documents, & techniques to accomplish effective personal & estate planning:
Kevin P. Gilboy, Esq.
Daphne Goldman, Esq.
Carol Sikov Gross, Esq.
Paul C. Heintz, Esq.
Kenneth E. Lewis, Esq.
Jeffrey A. Marshall, Esq.
C. Scott Meyer, Esq.
Alan J. Mittelman, Esq.
Mark R. Parthemer, Esq.
Scott S. Small, Esq.
Kathleen A. Stephenson, Esq.
Nina B. Stryker, Esq.
Kirby G. Upright, Esq.
Michael S. Warner, Esq.
- Interviewing the Client
- Ethical Issues
- Mapping the Plan
- Drafting the Will
- Drafting the Trust
- Tax Planning
- Planning for Closely Held Businesses
- Planning for Nontraditional Couples
- Planning Using Charitable Gifts
- Powers of Attorney & Advance Directives for Health Care Declarations
- Medicaid Payment for Long–term Care
- Choosing Fiduciaries
- Transferring Assets Outside of Probate
- Execution & Safekeeping of Documents
- Terminating the Representation
- PA Uniform Trust Act [new Chapter 77 of Title 20 of PA Cons. Statutes]
- PA Rule Against Perpetuities [Abolition]
- Modification or Termination of Irrevocable Trusts
- Gifts of Subchapter S Stock
- Spousal Waiver Rules
- Standing to Enforce Charitable Use Restrictions
- Mental Health Care Declarations & Powers of Attorney
- Act 169 of 2006 [Chapter 54 of Title 20 re Health Care Directives]
- The Deficit Reduction Act of 2005
- Medicaid Estate Recovery in PA
If those professionals don't have familiarity with the subjects covered in this book, then find another one who does, so you can be better served.
Professionals, read up.