Estate
Planning for Special Assets
approx. 500 pages, looseleaf, 2004
Print Format: ES33510
When is the last time you saw a “typical” estate? Invariably,
your clients have assets—and questions about those assets—that
require special consideration or present special challenges. From
a vacation home at Lake Tahoe or a California law practice to
the care of beloved pets, one or more of the client’s assets
may present unique counseling and drafting challenges.
A must-have addition to every estate planner’s library, Estate
Planning for Special Assets covers assets that present special
counseling and drafting issues, such as out-of-state property,
a family business, a law office, or a vineyard. It discusses how
to counsel your clients, gather the information you need, and
draft the appropriate instruments. Strategic considerations regarding
valuation and management procedures are also included.
