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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
- Chapter 4 — Preengagement
- Chapter 5 — Consultation
- Chapter 6 — Analysis
- Chapter 7 — Documents
- Chapter 8 — Implementation
- I. [8.1] Need for Division and Transfer of Assets
- II. [8.2] No Extended Tax Planning
- III. [8.3] No Medicaid Planning
- IV. [8.4] Risk Management and Asset Protection Planning
- V. [8.5] Professional Stock Transfer
- VI. [8.6] Business Interest
- VII. [8.7] Stock Classification Pursuant to 26 U.S.C. §1244
- VIII. [8.8] Title of Individual Retirement Account — Beneficiary Change Only
- IX. [8.9] Employer Qualified Retirement Accounts and Spousal Consent
- X. [8.10] Installment Sale Trap
- XI. [8.11] Joint Real Estate Title Existing Before 1977
- XII. [8.12] Maintaining the Principal Residence Gain on Sale Exclusion
- XIII. [8.13] Homestead Exemption
- XIV. [8.14] Out-of-State Real Estate Transfers
- XV. [8.15] Insurances
- XVI. [8.16] Annuities
- XVII. [8.17] Gifts of Partial Land Trust Interests
- XVIII. [8.18] Annual Exclusion Gifts by Check
- XIX. [8.19] Annual Exclusion Gifts of Stock
- XX. [8.20] Illinois Uniform Transfers to Minors Act Custodian
- XXI. [8.21] Pension Plans
- XXII. [8.22] Trust as Retirement Account Beneficiary
- XXIII. [8.23] Safe-Deposit Box
- XXIV. [8.24] Storage Locker
- 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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