Multistate Guide to Estate Planning (2019) (Currently Unavailable)

Author(s): Jeffrey A. Schoenblum

Published: Nov 27, 2018


ISBN: 9780808050339
Product Number: 10017242-0009
Volumes: 1
Update Frequency: Annually
1248 Pages

Multistate Guide to Estate Planning (2019) gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state's treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2018.

The Multistate Guide to Estate Planning is divided into 14 Tables each addressing a different topic.

  • Table of Contents
  • Multistate Guide to Estate Planning (2019)

    Topics and Content


    1. Formal Will Requirements
    2. Proving Foreign Wills
    3. Nonresident Qualification as a Fiduciary
    4. Small Estates Procedure
    5. Will Substitutes
    6. The Rights of a Spouse
    7. Intestate Succession
    8. Asset Protection
    9. Rule Against Perpetuities
    10. Living Will
    11. Status of Children Conceived by Assisted Reproduction Techniques
    12. Contracts Resulting in State Taxation of an Estate's Income
    13. Income Tax Rates for Trusts & Estates
    14. State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes
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