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Kentucky Estate Planning, Wills and Trust Library: Forms and Practice Manual

by Jeremy P. Gerch, Esq., and Mark H. Oppenheimer, Esq.

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$329.90
  • Updated annually
  • First Edition published 2008
  • 2 volumes, 1,270+ pages, 230+ forms
  • ISBN# 978-1-57400-125-9
  • Includes a forms CD

Kentucky Estate Planning, Wills and Trust Library: Forms and Practice Manual

Kentucky Estate Planning, Wills and Trusts Library: Forms and Practice Manual

Prominent attorneys, Jeremy P. Gerch, Esq., and Mark H. Oppenheimer, Esq., have drawn from their extensive experience to bring you insightful strategies and relevant forms for virtually every estate-planning situation you may encounter, in this newly revised two-volume manual featuring a bonus CD-ROM with more than 230 electronic forms.

This extensive, updated Manual, featuring more than 1,200 pages of content, will help you stay current and efficient by providing appropriate statutes and regulations – complemented by thorough discussions and analyses of the changing federal and Kentucky state laws. Plus, you’ll be expertly guided through an extensive selection of wills and trusts forms using an easy-to-follow, situation-oriented format. Included are client presentation charts and customizable electronic forms for wills and trusts as well as explanations and planning strategies for estate, gift, and generation-skipping tax.

Recent updates include:

  • Adjustment to the applicable exclusion amount for 2019.
  • Updated and revised forms throughout the Manual.
  • All of the forms in the Manual conveniently provided on the accompanying CD for your immediate use.

Jeremy P. Gerch, Esq. is a member of the Estate Planning and Insurance Practice Group and the Wealth Transfer Team. His practice is focused on estate planning, estate and gift tax planning, estate and trust administration as well as fiduciary representation. Jeremy assists his clients with complex estate and tax planning to ensure the clients’ needs are met and their intentions are carried out. In representing fiduciaries, Jeremy assists them in resolving issues, taxes, administration and interpretation that can help avoid harm to the beneficiaries and the fiduciary. He is able to use his fiduciary representation in estate and tax planning to help avoid those issues that tend to arise later.

Mark H. Oppenheimer, Esq. serves as the Deputy Chairman of Bingham Greenebaum Doll LLP, from the firm’s Louisville office. He is a member of the Estate Planning, Health and Insurance Practice Group and is the Family Business Team Co-Chair. Mr. Oppenheimer concentrates his practice on business succession and estate planning and administration for individuals, families, and businesses. As an estate planner, he develops and implements plans for the preservation of family harmony and wealth that maximize the transfer of wealth from generation to generation. These plans include the creative use of life insurance and charitable giving as well as the preparation of tax efficient wills and trusts. Mr. Oppenheimer earned his B.S.B.A., with honors, at the University of Florida and his J.D., Dean’s List, at the University of Louisville, Louis D. Brandeis School of Law, 1989.

» View Full Table of Contents [PDF]

SUMMARY TABLE OF CONTENTS

PART I: ESTATE PLANNING: A PRACTICE-ORIENTED APPROACH

Chapter 1: How to Use this Book

Chapter 2: Estate Planning: Essential Objectives

PART II: SIMPLE WILLS: FOR MARRIED COUPLES WITH COMBINED ESTATES NOT EXCEEDING LIFETIME EXEMPTION (APPLIABLE EXCLUSION AMOUNT)

Chapter 3: Simple Wills for Married Couples with Adult Children

Chapter 4: Simple Wills for Married Couples with Minor Children

PART III: TAX PLANNING WILLS WITH CREDIT SHELTER/BYPASS TRUSTS IN COMBINATION WITH MARITAL BEQUEST (OUTRIGHT OR QTIP TRUST): FOR MARRIED COUPLES WITH COMBINED ESTATES EXCEEDING LIFETIME EXEMPTION (APPLICABLE EXCLUSION AMOUNT)

Chapter 5: Strategic Planning with Credit Shelter/Bypass Trusts

Chapter 6: Tax Planning Wills with Credit Shelter/Bypass Trusts in Combination with Marital Bequest (Outright or QTIP Trust) - for Married Couples with Combined Estates Exceeding Lifetime Exemption

Chapter 7: Strategic Tax Planning with Marital/QTIP Trusts ("A" Share) in Combination with Bypass Trust ("B" Share): the "A-B" Trust Structure

Chapter 8: Tax Planning Wills with QTIP and Bypass Trusts: for Married Couples with Combined Estates Exceeding Lifetime Exemption (Pecuniary Formula)

Chapter 9: Tax Planning Wills with Marital ("A") and Credit Shelter ("B") Shares: Use of Pecuniary Credit Shelter and Residuary Marital Bequests (Reverse Pecuniary Formula) Where One Spouse has Probate Estate in Excess of Two Times Lifetime Exemption

PART IV: "FLEXIBLE" TAX PLANNING WILLS WITH DISCLAIMER TRUSTS: MARRIED COUPLES WITH COMBINED ESTATES APPROACHING OR EXPECTED TO EXCEED LIFETIME EXEMPTION OR WHO DESIRE A FLEXIBLE APPROACH

Chapter 10: Strategic Planning with "Flexible" Disclaimer Trusts

Chapter 11: Tax Planning Wills with Disclaimer Trusts

PART V: GENERATION-SKIPPING TRANSFER ("GST") TAX PLANNING WITH GENERATION-SKIPPING TRUSTS — FOR LARGE ESTATES

Chapter 12: Strategic Planning with Generation-skipping Trusts

Chapter 13: Tax Planning Wills with Generation-skipping Trusts

PART VI: WILLS FOR UNMARRIED INDIVIDUALS (SINGLE, WIDOWED, DIVORCED)

Chapter 14: Wills for Unmarried Individuals (Single, Widowed, Divorced)

PART VII: REVOCABLE (LIVING) TRUSTS AND POUR-OVER WILLS

Chapter 15: Strategic Planning with Revocable Trusts as Primary Testamentary Instrument

Chapter 16: Revocable Trusts and Pour-over Wills for Unmarried Individuals

Chapter 17: Revocable Trusts and Pour-over Wills for Married Couples without Tax Planning (Combined Estates Not Exceeding Lifetime Exemption)

Chapter 18: Revocable Trusts and Pour-over Wills with Credit Shelter/Bypass Trusts  for Married Couples with Combined Estates Exceeding Lifetime Exemption

Chapter 19: Revocable Trusts and Pour-over Wills with Marital/QTIP Trust in Combination with Credit Shelter/Bypass Trust: The "A-B" Trust Structure (Combined Estates Exceed Lifetime Exemption)

Chapter 20: Revocable Trust and Pour-over Wills for Married Couples with Disclaimer Trust Option Upon Death of Settlor

PART VIII: STRATEGIC ESTATE PLANNING WITH IRREVOCABLE TRUSTS

Chapter 21: Revocable Trust for Married Settlors with Generation-skipping Trusts

Chapter 22: Irrevocable Life Insurance Trusts (ILITS)

Chapter 23: Trusts for Minors

Chapter 24: Trusts for Subchapter S Stock

Chapter 25: Retained Interest Trusts: QPRTs and GRATs

Chapter 26: Trusts for Individuals with Special Needs

PART IX: ALTERNATIVE DRAFTING FORMS

Chapter 27: Alternative Drafting Forms

PART X: SUMMARIES OF SELECT ESTATE PLANNING PRACTICE AREAS AND STRATEGIES

Chapter 28: Select Estate Planning Summaries: Kentucky and Federal Law

Chapter 29: Selected Planning Strategies and Techniques

PART XI: POWERS OF ATTORNEY

Chapter 30: Durable Powers of Attorney for Financial Matters

Chapter 31: Health Care Powers of Attorney and Advance Directives

PART XII: CHARITABLE GIFT PLANNING

Chapter 32: Charitable Gfit Planning

PART XIII: INDICES

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