Artful Dodger's Guide to Estate Planning : The Only Book on Estate Planning Guaranteed to Keep You Entertained

by Hawley, Thomas Hart

• ISBN13: 9780964944657
• ISBN10: 0964944650
• Edition: 2nd
• Format: Paperback
• Copyright: 2000-06-01
• Publisher: Scb Distributors

Table of Contents

Preface	xiii
Acknowledgements	xiv
Introduction	xvi
THE BASICS
Nuts and Bolts	1	(3)
More Nuts and Bolts	4	(3)
TRUSTS THAT SAVE TAXES
Uncle Sam's Worst Nightmare	7	(3)
Getting Two Exemptions for the Price of One	10	(3)
Putting It All Together	13	(3)
The Trustee Trap	16	(4)
Passing Wealth Tax Free to Your Grandchildren	20	(4)
DISCLAIMERS
Thanks, But No Thanks	24	(3)
FAMILY GIFTS
The Mouse That Roared	27	(4)
Gifts in Three Different Sizes	31	(3)
Non-Euclidian Gifts	34	(3)
Gambling with Uncle Sam	37	(3)
Halfway House for Big Givers	40	(3)
CHARITABLE GIFTS
Doing Well by Doing Good	43	(3)
Doing Still Better	46	(3)
THE WILL AND PROBATE
To Will or Not to Will	49	(3)
Test Your Probate I.Q	52	(3)
More about Probate	55	(3)
THE LIVING TRUST
The Living Trust: Fact and Fiction	58	(3)
Implementing Your Living Trust	61	(4)
Morte d'Arthur	65	(3)
OTHER IMPORTANT DOCUMENTS
Your Estate Planning Toolbox	68	(3)
CHILDREN
Providing for Your Orphans	71	(3)
COMMUNITY PROPERTY
One More Reason to Head Out West	74	(3)
RETIREMENT PLANNING
IRA Stands for Impossible to Readily Apprehend	77	(3)
IRA Stands for Impossible to Readily Apprehend---Continued	80	(3)
The IRA, Philosophically Speaking	83	(4)
LIFE INSURANCE
Life Insurance: Get Rid of It	87	(3)
ASSET PROTECTION
Go Offshore, Young Man	90	(4)
Protecting Your Booty	94	(3)
Protecting More of Your Booty	97	(3)
CONSERVATORSHIPS
If You Think You Do, You Probably Don't	100	(3)
Doing for Others	103	(3)
YOU AND YOUR ATTORNEY
Choosing Your Own Clever Attorney	106	(3)
Preparing for Your Own Clever Attorney	109	(3)
Questions to Ask Your Own Clever Attorney	112	(3)
CONCLUSION
The Ultimate Tax Dodge	115	(34)
APPENDICES
A. List: Pickup Tax States	119	(1)
B. Charts
1. Wasting Art's Exemption
2. Getting Two Exemptions for the Price of One	120	(1)
C. Chart: The Generation-Skipping Trust	121	(1)
D. Form: Assignment of Tangible Personal Property	122	(1)
E. Form: Durable Power of Attorney for Health Care	123	(8)
F. Form: Statement of Desires	131	(2)
G. Form: Directive to Physicians	133	(2)
H-1. Form: Uniform Statutory Form Power of Attorney---Effective Immediately	135	(3)
H-2. Form: Uniform Statutory Form Power of Attorney---Effective on Subsequent Incapacity	138	(3)
I. Form: Community Property Affidavit	141	(1)
J. Form: Nomination of Conservator	142	(1)
K. Form: Confidential Client Questionnaire (Asset Information)	143	(3)
L. Form: Confidential Client Questionnaire (Family Information)	146	(1)
M. Checklist of Things to Discuss with Your Own Clever Attorney	147	(2)
Simplified Glossary of Terms	149	(5)
Index	154