August 01, 2016 Ready Resources

Ready Resources in Estate Planning

Searching for additional resources in estate planning? Take a look at the ABA publications below and check out the helpful links to website resources hosted by the GPSolo Division and the ABA. To order any of the products listed below, call the ABA Service Center at 800/285-2221 or visit our website at shopaba.org.

Being Prepared: A Lawyer’s Guide for Dealing with Disability or Unexpected Events

By Lloyd D. Cohen and Debra Hart Cohen (ABA Solo, Small Firm and General Practice Division; 2008; PC 5150423; $104.95; GPSolo member price $89.95)

This essential workbook and guide will help you protect your law practice against casualty or other unexpected events. It is a “how-to” workbook designed to lead you through a series of active and immediate steps aimed at establishing your protection plan.

Estate Planning for Same-Sex Couples, Third Edition

By Joan M. Burda (ABA Solo, Small Firm and General Practice Division; 2015; 5150485; $139.95; ABA member price $125.95; GPSolo member price $111.95)

Recent changes to the law have created more complications for LGBT individuals, couples, and their families. This book examines some of these issues and provides proven strategies to equip lawyers to address the ever-changing needs of their clientele.

Estate Planning Forms

By L. Rush Hunt (ABA Solo, Small Firm and General Practice Division; 2009; 5150433; $139.95; GPSolo member price $118.95)

This book covers all elements of estate planning in detail with easy-to-follow, time-saving forms. Learn to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court.

The Lawyer’s Guide to Financial Planning

By Cynthia Sharp (ABA Solo, Small Firm and General Practice Division; 2014; 5150471; $69.95; ABA member price $62.95; GPSolo member price $55.95)

This essential resource for any lawyer committed to building and maintaining a strong and secure financial future outlines “need-to-know” information in clear and concise terms and presents an actionable plan that leads to financial success.

Tax, Estate, and Lifetime Planning for Minors

Edited by Carmina Y. D’Aversa (ABA Solo, Small Firm and General Practice Division, et al.; 2006; 5430463; $139.95; GPSolo member price $119.95)

This book focuses exclusively on the pertinent issues facing adults when planning for younger family members. Combining core legal concepts with practical wisdom, it is a handy desk reference not only for the seasoned practitioner but for the general or novice practitioner handling his or her first estate plan.

Technology Tips for Lawyers and Other Business Professionals

By Jeffrey Allen and Ashley Hallene (ABA Solo, Small Firm and General Practice Division; 2016; 5150487; $59.95; ABA member price $53.95; GPSolo member price $47.95)

This book provides short tips on a wide range of technology issues. The tips emanate from GPSolo programs and are designed to help both the seasoned tech person as well as the novice.

Wills and Estate Administration

By Kenneth Vercammen (ABA Solo, Small Firm and General Practice Division; 2015; 5150484; $79.95; GPSolo member price $69.95)

Written by a veteran attorney who has focused on streamlining his firm’s practice in this area, this book will teach you how to establish and strengthen your firm’s wills and estate practice, with step-by-step guidance that you can use to handle all aspects of the process, from initial client intake to closing the file.

The ABA Practical Guide to Estate Planning

Edited by Jay A. Soled (ABA Senior Lawyers Division; 2011; 5460209; $129.95; ABA member price $109.95)

Every client is different, and this is just the resource you need for all aspects of estate planning. Written for both the novice and experienced estate planning practitioners, this practical guide offers sound advice from leading estate planners on a wide variety of diverse subjects.

The American Bar Association Guide to Wills And Estates, Fourth Edition: Everything You Need to Know about Wills, Estates, Trusts, and Taxes

(ABA Division for Public Education; 2013; 2350267; $16.99; ABA member price $14)

This book contains everything you need to know about planning an estate, preparing a will or trust, and minimizing inheritance taxes. It is organized in easy-to-follow chapters with sidebars containing tips, checklists, and key information.

Disclaimers in Estate Planning, Second Edition

By Christopher P. Cline (ABA Section of Real Property, Trust and Estate Law; 2012; 5430590; $139.95)

Disclaimers are governed by both state and federal law. This concise guide explains the Uniform Acts involved and the specific issues raised by Section 2518 in order to create the best strategies and techniques for effectively utilizing disclaimers.

Divorce in the Golden Years: Estate Planning, Spousal Support, and Retirement Issues for Clients at Midlife and Beyond

By Leslie Ann Shaner (ABA Section of Family Law; 2010; 5130171; $139.95)

This book addresses how a divorce case is affected by estate planning established during the marriage, explaining how to review existing estate plans to avoid complications.

Estate and Trust Planning

By Jeffrey Pennell and Alan Newman (ABA Section of Real Property, Trust and Estate Law; 2005; 5430458; $139.95)

This practical guide to the law of donative transfers takes you through the maze of terminology, rules, and policies raised by wealth transfers to help you understand the substantive rules and policies of the law of wills, trusts, and estates, and how to apply them in practice.

An Estate Planner’s Guide to Life Insurance, Second Edition

By Louis A. Mezzullo (ABA Section of Real Property, Trust and Estate Law; 2009; 5430492; $139.95)

Written especially for the lawyer and financial professional who works with clients on estate and financial planning, this guide reviews the critical role of life insurance in the estate plan, the many types of products available, and the income and tax consequences of each life insurance option, as well as irrevocable life insurance trusts.

An Estate Planner’s Guide to Qualified Retirement Plan Benefits, Fifth Edition

By Louis A. Mezzullo (ABA Section of Real Property, Trust and Estate Law; 2016; 5430868; $139.95)

This clearly written guide, now completely revised and updated, provides comprehensive, practical advice for the non-ERISA specialist on how to structure benefits from qualified retirement plans and IRAs to achieve maximum benefits for your client.

Federal Gift, Estate, and Generation-Skipping Transfer Taxation of Life Insurance, Third Edition

By Lawrence Brody, Norman H. Lane, and Mary Ann Mancini (ABA Section of Real Property, Trust and Estate Law; 2012; 5430608; $129.95)

This concise primer will guide you in minimizing the transfer tax of an estate plan and avoiding the pitfalls that can occur. The authors discuss gift tax issues, estate taxation of life insurance, generation-skipping transfer tax and its application to life insurance and irrevocable life insurance trusts, community property considerations, and more.

A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies, Second Edition

Edited by Leigh-Alexandra Basha (ABA Section of Real Property, Trust and Estate Law; 2014; 5430661; $169.95)

This book is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning.

The Irrevocable Life Insurance Trust: Forms with Drafting Notes, Third Edition

By Lawrence Brody and Donald O. Jansen (ABA Section of Real Property, Trust and Estate Law; 2011; 5430561; $139.95)

This user-friendly primer offers a comprehensive overview of the types of insurance trusts you can draft for your clients and includes examples of the necessary forms and a memorandum you can use in your daily practice.

GPSolo Division Links

“Estate Planning for Lawyers,” GPSolo magazine, January/February 2011: tinyurl.com/6w5n4ua

Resource page for starting and running a law firm: tinyurl.com/clwojlp

Sponsors page: tinyurl.com/7bzft7p