Lorman Foundations Of Estate Planning 07

Jeffrey O'Brien
Jeffrey O'BrienAttorney em Mansfield Tanick & Cohen, P.A.
••
The Greatest Estate Planning Techniques Earl H. Cohen and Jeffrey C. O’Brien Mansfield Tanick & Cohen, P.A. © 2007 Mansfield Tanick & Cohen, P.A.
What We’ll Discuss Today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Foundations of Estate Planning Jeffrey C. O’Brien Mansfield Tanick & Cohen, P.A. © 2007 Mansfield Tanick & Cohen, P.A.
Part One: The Importance of an Estate Plan
Estate Plan by Default – The Intestacy Statutes ,[object Object],[object Object],[object Object],[object Object],[object Object]
Ten Things Estate Planning Can Do For You ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Avoiding Probate ,[object Object],[object Object],[object Object]
State and Federal Estate Taxes ,[object Object],[object Object],[object Object]
Appointments of Guardians for Minor Children ,[object Object],[object Object],[object Object],[object Object]
Health Care Instructions ,[object Object],[object Object]
Business Succession Planning ,[object Object],[object Object]
Part Two: The Basic Estate Plan
Basic Estate Plan Documents ,[object Object],[object Object],[object Object],[object Object]
Last Will and Testament – Statutory Requirements ,[object Object],[object Object],[object Object],[object Object]
The “Simple” Will ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Simple Will: Preamble ,[object Object]
Article One: Payment of Expenses/Taxes ,[object Object],[object Object],[object Object]
Article Two: Special Gifts ,[object Object],[object Object],[object Object]
Article Three: Residue ,[object Object],[object Object]
Article Four: Fiduciary Selection ,[object Object],[object Object]
Article Five: Fiduciary Provisions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Article Six: General Governing Provisions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Self-Proving Affidavit ,[object Object],[object Object]
Health Care Directive ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Statutory Short Form Power of Attorney ,[object Object],[object Object],[object Object]
Durable Power of Attorney ,[object Object],[object Object],[object Object],[object Object]
The Top Ten Estate Planning Mistakes! ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Top Ten Estate Planning Mistakes! ,[object Object],[object Object],[object Object],[object Object],[object Object]
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Lorman Foundations Of Estate Planning 07

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Jeffrey O'Brien
Jeffrey O'BrienAttorney em Mansfield Tanick & Cohen, P.A.

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Lorman Foundations Of Estate Planning 07

  • 1. The Greatest Estate Planning Techniques Earl H. Cohen and Jeffrey C. O’Brien Mansfield Tanick & Cohen, P.A. © 2007 Mansfield Tanick & Cohen, P.A.
  • 2.
  • 3. Foundations of Estate Planning Jeffrey C. O’Brien Mansfield Tanick & Cohen, P.A. © 2007 Mansfield Tanick & Cohen, P.A.
  • 4. Part One: The Importance of an Estate Plan
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  • 12. Part Two: The Basic Estate Plan
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