Casemaker Libra

Estate Planning in Virginia, 6th Ed

Publication Year: 2019
Practice Area: Estate Planning/Elder Law

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Creating truly irrevocable estate plans is increasingly a challenge. This essential reference guides practitioners through the entire estate planning process from initial client contact to finalizing a complete estate plan that accomplishes the client’s goals. It clearly lays out estate planning options, their benefits and limitations, and the federal tax consequences to best implement the client’s wishes. It also includes 61 ready-to-use electronic forms to create estate plans for your clients.

Marie McKenney Tavernini, Marie McKenney Tavernini, P.C., Alexandria.
Marie McKenney Tavernini is a shareholder in the law firm of Marie McKenney Tavernini, P.C., where she concentrates her practice in the areas of estate planning and estate and trust administration. Ms. Tavernini has written and lectured for Virginia CLE, local bar associations, and various other professional, civic, and community organizations. Ms. Tavernini was awarded her B.A. from Bennington College in 1968 and her J.D., magna cum laude, from Boston College Law School in 1987. She is a member of the Massachusetts, Virginia, District of Columbia, and United States Supreme Court Bars and is admitted to practice before the United States Court of Appeals for the Fourth Circuit. She has served on the Board of Governors of the Trusts and Estates Section of the Virginia State Bar and is a Fellow of the American College of Trust and Estate Counsel.

Farhad Aghdami

Table of Contents:

 Title and Copyright
 Chapters and Authors
 About the Editor and Authors
 In Memoriam
 Electronic Forms: Instructions and Table
Chapter 1 - Interviewing the Client
Chapter 2 - Ethical Issues
Chapter 3 - Mapping the Plan
Chapter 4 - Drafting the Will
Chapter 5 - Drafting the Trust
Chapter 6 - Tax Planning
Chapter 7 - Planning for Closely Held Businesses
Chapter 8 - Powers of Attorney, Minor Beneficiaries, And Ancillary Probate
Chapter 9 - Choosing Fiduciaries
Chapter 10 - Transferring Assets Outside of Probate
Chapter 11 - Execution And Safekeeping of Documents
Chapter 12 - Terminating the Representation
 Table of Authorities