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Table of Contents
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List of Forms by Chapter - Chapter 1 — Introduction
- Chapter 2 — The Big Three
- Chapter 3 — Paradigms and Conundrums
- I. [3.1] First Paradigm — Competing Interests
- II. [3.2] Second Paradigm — Ever-Changing Interests
- III. [3.3] Third Paradigm — Competition from Colleagues
- IV. [3.4] Fourth Paradigm — More Long-Term Discretionary Trusts
- V. [3.5] Fifth Paradigm — Asset Protection
- VI. [3.6] Sixth Paradigm — Government Entitlement Eligibility
- VII. [3.7] Seventh Paradigm — “Irrevocable” Is Flexible and Modifiable
- VIII. [3.8] Eighth Paradigm — Estate Tax Portability for Every Married Estate
- IX. [3.9] Ninth Paradigm — Shift from Estate Tax to Income Tax Basis Step-Up Planning
- X. [3.10] Tenth Paradigm — Illinois Estate Tax
- XI. [3.11] Eleventh Paradigm — Significance of Tax Deferred Retirement Accounts
- XII. [3.12] Twelfth Paradigm — Modern Family
- XIII. [3.13] Thirteenth Paradigm — Mobility and Differing State Laws
- XIV. [3.14] Fourteenth Paradigm — Bifurcating Trustee Roles
- XV. [3.15] Fifteenth Paradigm — Higher Risk
- XVI. [3.16] Sixteenth Paradigm — Lawyers as Explorers and Detectives
- XVII. [3.17] Seventeenth Paradigm — Scope of the Engagement
- XVIII. [3.18] Eighteenth Paradigm — Establishing Unique Value
- XIX. [3.19] Nineteenth Paradigm — Change for the Better
- XX. [3.20] Twentieth Paradigm — Value of Estate Planning
- XXI. [3.21] Finale
- Chapter 4 — Preengagement
- Chapter 5 — Consultation
- Chapter 6 — Analysis
- Chapter 7 — Documents
- Chapter 8 — Implementation
- Chapter 9 — Termination
- Chapter 10 — Lessons from the Trenches and Practice Maxims
- Chapter 11 — Conclusion
- Chapter 12 — Appendix
Authors
Everyday Mistakes In Estate Planning (ARCHIVED 2020 EDITION)
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