Pre-Mortem Estate Planning Checklist, 2003 ed.

by Edward S. Schlesinger and Robert D. Howard

Whether dealing with multiple domicile issues, drafting postnuptial agreements, or planning revocable trust provisions, estate planning attorneys need to help clients avoid unexpected problems and unintended results. Pre-Mortem Estate Planning Checklist brings attorneys up-to-date on recent estate and gift tax law changes and helps them identify and keep track of all the details as they plan clients' estates.

The 2003 edition includes significant changes to the estate, gift, and generation-skipping transfer taxes made by the Economic Growth and Tax Relief Reconciliation Act of 2001; 96 issues on the expanded coverage of the powers of attorney; 100 tips on long-term trusts; and an all new section on estate tax issues involving insurance.

The Pre-Mortem Estate Planning Checklist contains more than 3,000 individual checklist items and hundreds of citations to cases, the Internal Revenue Code sections and regulations, and secondary sources to help attorneys answer tough questions. The book is accompanied by a user-friendly CD-ROM that allows the checklist to be personalized for each client and makes it easy to search for key issues and terms.

The 468-page looseleaf binder with CD-ROM sells for $169 plus $8.50 shipping and handling and can be obtained by calling ALI-ABA at 800/CLE-NEWS or by visiting ali-aba.org/aliaba/BK19.htm.