Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, February 5, 2016

New Book On Jury Charges For Texas Family Law And Probate

ArticleThe 2016 edition of Texas Pattern Jury Charges—Family & Probate has recently been published by Texas Bar Books and is now available. Provided below is a description of the book:

The assistance that this excellent resource offers extends beyond providing definitions, instructions, and questions useful for drafting charges in your jury trials. Many practitioners find it very helpful in preparing findings of fact and conclusions of law in nonjury cases and in identifying issues and evidence requirements in family and probate cases generally. Comments provide a ready reference to the source of each charge and instructions on when to use it.

Texas Pattern Jury Charges—Family & Probate digital product contains the entire book as a hyperlinked and word-searchable PDF file. All charge language is included as MS Word files linked to the comments for quick retrieval and assembly of jury charges. Texas and federal case citations are linked to the online version of the Casemaker Web Library. Texas and federal statute citations are linked to the main code section cited via Casemaker online.

 

February 5, 2016 in Books, Books - For Practitioners, Estate Administration | Permalink | Comments (0)

Wednesday, February 3, 2016

New Book On Estate Planning For Art Collectors & Advisors

ArticleThe first edition of Handbook of Practical Planning for Art Collectors and Their Advisors by Ramsay H. Slugg has recently been published and is now available through ABA Book Publishing. Provided below is a description of the book:

Art is an asset of passion, as author Ramsay H. Slugg begins this invaluable guide, yet has unique and not unimportant financial characteristics. These elements make art possibly the most difficult asset to incorporate into an overall estate and financial plan. Handbook of Practical Planning for Art Collectors and Their Advisors addresses two essential elements of art ownership: planning for the ultimate disposition of the art, including how to represent the wealth represented by the art into any estate and financial planning, and also the practical considerations for collectors as they actively collect and plan for the art’s eventual disposition.

After a brief discussion of the art market generally, the author introduces and explains a client-focused process that can be used when advising art collectors. This includes explaining both the income, estate and gift tax consequences of various options, as well as the important and often emotional non-tax considerations of collecting and disposing of art. The book also discusses the role and importance of other advisors who are involved in these decisions, including art advisors, risk management professionals and appraisers. To better illustrate the material, the book features enlightening case studies. Particular attention is given to the charitable solutions available as these are often especially appealing to many collectors and their advisors.

February 3, 2016 in Books, Books - For Practitioners | Permalink | Comments (0)

Thursday, January 28, 2016

New Book On Practical Considerations In Will Drafting

ArticleSteve R. Akers, Bernard E. Jones, & R.J. Watts, II recently published a book entitled, Wills Road Map: Practical Considerations in Will Drafting (2nd Edition), and can be purchased through Texas Bar Books. Below is some information about the publication:

Wills Road Map: Practical Considerations in Will Drafting began life as the well-known seminar paper “Anatomy of a Will” from the TexasBarCLE seminar “Building Blocks of Wills, Estates and Probate.” Intended for both general practitioners who occasionally prepare wills for their existing clients as well as for experienced estate planning attorneys, Wills Road Map brings together legal concepts from wills, probate, and trust law to provide expert guidance in properly assembling a will.

Featuring a basic discussion of estate tax planning, with a focus on various state law issues, Wills Road Map also addresses principles that can affect the will beyond the language of the will itself. Other subjects include doctrines affecting the validity of the will and a review of the legal significance and effect of the many specific wills provisions. Helpful appendixes include a checklist and sample wills forms.

Wills Road Map: Practical Considerations in Will Drafting digital product is included with purchase and contains the entire book as a hyperlinked and word-searchable PDF file. All tables of contents, cross-references, and indexes are linked to substantive text within the file. Texas and federal case and statute citations are linked to online versions in the Casemaker Web Library.

January 28, 2016 in Books - For Practitioners, Wills | Permalink | Comments (0)

Wednesday, January 27, 2016

New Book On Wills And Estate Administration

Article

Wills and Estate Administration by Kenneth Vercammen has been published by American Bar Association Publishing and is available in print and as an ebook. Provided below is a description of the book:

Straightforward and to-the-point, Wills and Estate Administration provides step-by-step guidance that firms can use to handle all aspects of an estates practice, from initial client intake to closing the file. Topics are defined in six parts for ease of use:

  • Preparation for Wills/Estate Planning Interviews
  • Interviewing Clients
  • Additional Estate Planning Issues
  • Estate Administration
  • Guardianship of Disabled or Incompetent Parents
  • Marketing Your Wills and Estate Administration Practice

January 27, 2016 in Books - For Practitioners, Trusts, Wills | Permalink | Comments (0)

Tuesday, January 19, 2016

New Book On Wills And Estate Administration

ArticleWills and Estate Administration by Kenneth Vercammen has been published by American Bar Association Publishing and is available in print and as an ebook. Provided below is a description of the book:

Estate planning and administration responsibilities are often a significant part of a solo or small firm lawyer’s practice, but these issues are often time-consuming and complex. Written by a veteran attorney who has focused on streamlining his firm's practice in this area, Kenneth Vercammen shares how to establish and strengthen a firm’s wills and estate practice.

Straightforward and to-the-point, Wills and Estate Administration provides step-by-step guidance that firms can use to handle all aspects of an estates practice, from initial client intake to closing the file. Topics are defined in six parts for ease of use:

  • Preparation for Wills/Estate Planning Interviews
  • Interviewing Clients
  • Additional Estate Planning Issues
  • Estate Administration
  • Guardianship of Disabled or Incompetent Parents
  • Marketing Your Wills and Estate Administration Practice

January 19, 2016 in Books - Fiction, Books - For Practitioners | Permalink | Comments (0)

Friday, January 15, 2016

New Book On Estate Planning For Same-Sex Couples

ArticleEstate Planning for Same-Sex Couples, Third Edition by Joan M. Burda has recently been published and is available through ABA Book Publishing. Provided below is a description of the book:

When the ABA released the second edition of this book in 2012, a mere six jurisdictions recognized marriage equality. What a difference a day makes…this third edition follows hard on the heels of the U.S. Supreme Court’s decision in Obergefell v. Hodges. The court decided that “marriage is a fundamental right inherent in the liberty of the person, and under the Due Process and Equal Protection Clauses of the Fourteenth Amendment, couples of the same-sex may not be deprived of that right and that liberty.” What seemed an impossible pipe dream at the turn of the century is now a reality. From now on there is no “same-sex marriage” or “opposite-sex marriage”; there is only marriage.

Marriage is just part of the equation. It is the beginning not the end of the legal struggle as the LGBT community seeks full rights under the law. LGBT people still face discrimination in other areas. This new edition of Estate Planning for Same-Sex Couples by award-winning author Joan M. Burda attempts to address certain struggles for equality and how these issues affect estate planning for LGBT clients. For example, not all same-sex couples get married. These blended families will continue to present challenges that must be addressed. Preparing an estate plan for LGBT clients requires a creative and comprehensive approach. The issues these clients present are unique and involve considerations not usually seen with heterosexual clients.

January 15, 2016 in Books - Fiction, Books - For Practitioners | Permalink | Comments (0)

Friday, January 8, 2016

New Guide To IRA Tax Compliance Issues

ArticleIRA Guide to IRS Compliance Issues: Including IRA Trust Violations by Seymour Goldberg has recently been published and is available through ABA Publishing. Provided below is a description of the book:

Based on government reports from the Treasury Inspector General for Tax Administration and the GAO , there is a significant amount of noncompliance from taxpayers who make excess contributions to IRA accounts, and from taxpayers who fail to receive timely required minimum distributions. The IRS is developing a long-term compliance initiative to reduce the growing noncompliance involving retirement accounts. This strategy will include the development of techniques to identify individuals who are not in compliance. It will include, according to a government report, education, outreach programs. and other guidance. This essential guide outlines many of the mistakes that are made by IRA account holders from an IRS compliance point of view, understanding that is quite easy for a taxpayer who has an IRA or inherits an IRA to fall into a tax trap and violate the IRA rules. The IRA Guide to IRS Compliance Issues will help you be aware of the potential IRA violations that may be triggered and how to be proactive and not reactive when it comes to IRA issues.

January 8, 2016 in Books, Books - For Practitioners | Permalink | Comments (0)

Wednesday, January 6, 2016

New Book On Inherited IRA's

Article

 Inherited IRAs: What Every Practitioner Must Know, 2015 Edition by Seymour Goldberg has recently been published and is available through ABA Publishing. Provided below is a description of the book:

Inherited IRA’s: What Every Practitioner Must Know is your guide to understanding these rules and effectively implementing an estate plan that includes retirement assets, written especially for the legal practitioner. It includes more than 100 scenarios, questions, and answers that you will most likely encounter as a practitioner dealing with often complex retirement asset distributions.

Checklists, sample forms, and summaries of court rulings on inherited IRA cases provide you with additional tools and resources that will help you best assist your clients through what is often a difficult time in their lives.

This 2015 edition is updated to include all of the recent changes to the rules and regulations surrounding estate planning and retirement asset distributions that have been enacted over the past year.

January 6, 2016 in Books, Books - For Practitioners | Permalink | Comments (0)

Monday, December 21, 2015

A Special End Of Year Sale On Excellent Estate Planning Guides

BooksThe American Bar Association is having a sale on the books of estate planning guru Seymour Goldberg until the end of the year. Mr. Goldberg is the chair of the Estate and Financial Planning Committee of the Suffolk Chapter of the New York State Society of CPAs and is both a CLE and CPE instructor. In addition, he was the author of an Amicus Brief in the landmark 2014 inherited IRA opinion of the Supreme Court of the United States in Clark v. Rameker. Take this opportunity to get some of the best books available on the subject at a great price! More information about his books and the special discount code can be found here.

December 21, 2015 in Books, Books - For Practitioners, Estate Planning - Generally | Permalink | Comments (0)

Saturday, December 5, 2015

A Special End Of Year Sale On Excellent Estate Planning Guides

ArticleThe American Bar Association is having a sale on the books of estate planning guru Seymour Goldberg until the end of the year. Mr. Goldberg is the chair of the Estate and Financial Planning Committee of the Suffolk Chapter of the New York State Society of CPAs and is both a CLE and CPE instructor. In addition, he was the author of an Amicus Brief in the landmark 2014 inherited IRA opinion of the Supreme Court of the United States in Clark v. Rameker. Take this opportunity to get some of the best books available on the subject at a great price! More information about his books and the special discount code can be found here.

December 5, 2015 in Books - Fiction, Books - For Practitioners | Permalink | Comments (0)