Volume 19, Number 5
July/August 2002

Resource Roundup

Looking for additional resources on estate planning? Take a look at these ABA publications. Prices may vary depending on section membership. For additional information or to order these books, call the ABA Service Center at 800/285-2221 or visit our website at www.ababooks.org.

The Effective Estate Planning Practice: Procedures and Strategies for a Client-Focused Business
By Colleen A. Cowles (ABA General Practice, Solo & Small Firm Section, 2001; PC 5150283; $109.95; GP member price $89.95)

This thorough guide can help you choreograph a successful estate planning practice, with straightforward illustrations of application of law, drafting techniques, and practical guidelines. This guide contains a supplement detailing planning considerations based on the Economic Growth and Tax Relief Reconciliation Act of 2001.

Understanding Elder Law: Issues in Estate Planning, Medicaid, and Long-Term Health Benefits
By L. Rush Hunt, Patricia Day, & Michael McCauley
(ABA General Practice, Solo & Small Firm Division, 2002; PC 5150288; $119.95; GP member price $99.95)

This new handbook provides a broad introduction to the legal rights of the elderly. Among the topics covered are how to determine competency, drafting advance directives to address specific concerns, planning for incapacity, and an overview of retirement issues.

Advance Health Care Directives: A Handbook for Professionals
By Carol Krohm & Scott Summers
(ABA Senior Lawyers Division, 2002; PC 5460034; $99.95)

Help your clients plan, write, execute, and implement essential personal contingency plans for decisions about health care, including living wills and health care powers of attorney.

An Estate Planner's Guide to Qualified Retirement Plan Benefits, 3d ed.
By Louis A. Mezzullo
(Real Property, Probate and Trust Law Section, 2002; PC 5430431; $99.95)

This updated version of the guide provides comprehensive, practical advice for the non-ERISA specialist. The manual incorporates the numerous changes made by the Economic Growth and Tax Relief Reconciliation Act of 2001 and the new minimum distribution rules under Code § 401(a)(9).

Third-Party and Self-Created Trusts, 3d ed.
By Clifton B. Kruse
(ABA Real Property, Probate and Trust Law Section, 2002; PC 5430437; $119.95)

This updated edition guides you through the legal and legislative hurdles involved with estate planning for elderly or disabled clients and/or beneficiaries. This completely revised edition incorporates changes from the Economic Growth and Tax Relief Reconciliation Act of 2001 and contains new appendices and forms.

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