Colorado Estate Planning Forms


Book Description




Colorado Estate Planning Forms


Book Description
















Case Studies in Estate Planning


Book Description

Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.




Quick & Legal Will Book


Book Description

- Choose an executor.




Davenport's Colorado Wills And Estate Planning Legal Forms


Book Description

"Estate Planning" is doing legal documents now to later control health care, property, money, children, funeral, and more in case person is later absent, sick, or dead. After explaining some law this book has ready-to-use legal forms for Colorado like: 1) Will (Standard) - lets person control some things after their death like gifts of money and property, pick Executor to after death handle things like any probate process, and say things to help avoid some later delays and costs. 2) Will (Guardians) - this is Will with added parts to name 1 or 2 people as "Guardian" to if needed care for minor child or similar and their assets. 3) Self-Proving Affidavit - helps with later work of showing Will was properly signed. 4) Tangible Personal Property Memorandum - lets person easily, anytime write dome some small gifts to occur after death, but it can only cover "tangible personal property" like cars, furniture, jewelry, tools, and clothes. 5) Handwritten Will - this Will can skip the normal 2 witnesses and be done more easily but it must be 100% all handwritten by person doing the Will. 6) Medical Durable Power Of Attorney - lets person name someone as Agent to help control health care, and also if wanted write health care instructions. 7) Living Will - does extreme action of refusing further medical care. 8) Medical Orders for Scope of Treatment (MOST) - does extreme action of refusing further medical care like C.P.R., is short like 1 page so paramedics or similar can read it fast, and it is meant more for outside a hospital. 9) Statutory Form Power of Attorney - lets power over money, property, and more be shared during life with very trusted person like family or best friend. 10) Delegation Of Power By Parent Or Guardian - lets parent share power over child under 18 with person to let them help with caring and decisions. 11) Declaration Of Disposition Of Last Remains - lets instructions be given and if wanted person be named to control funeral and similar matters. Also provided is Helpful Information Form, an unofficial form to give family and friends after death helpful information on property, money, funeral, last wishes, tips, and more.




The Alpha Living Trust Kit


Book Description