Multistate Guide to Estate Planning gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multi-state estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection.

The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 1, 2007.

The 2008 Multistate Guide to Estate Planning is divided into 15 parts. The 2008 Edition contains a new table on the Uniform Principal and Income Act. It covers the uniform act as well as the variations in all 50 states. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states.

Topics and Contents

Formal Will Requirements

Proving Foreign Wills

Nonresident Qualification As a Fiduciary

Small Estates Procedure

Will Substitutes

The Rights of a Spouse

Living Will

Intestate Succession

Asset Protection

Rule Against Perpetuities

Trust Administration: Power to Adjust and Total Return Trusts

Trust Accounting: Principal and Income

Contacts Resulting in State Taxation of a Trust'S or Estate'S Income

Income Tax Rates for Trusts and Estates

State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes

About the Author

Multistate Guide to Estate Planning (2008)

Jeffrey A. Schoenblum, Centennial Professor of Law at Vanderbilt University, is a graduate of the Johns Hopkins University and Harvard Law School, where he was a Note Editor of the Harvard Law Review. After law school, he served as a clerk for Judge J. Edward Lumbard of the U.S. Court of Appeals for the Second Circuit and then was an associate with the New York Law firm of Wilkie Farr and Gallagher. Professor Schoenblum is the author of a number of books and articles and has spoken at numerous seminars, including the University of Miami Annual Institute on Estate Planning and, most recently, the Southern Federal Tax Institute. He is an academician of the International Academy of Estate and Trust Law and a fellow of the American College of Estate and Trust Counsel. He has served as Chairman of the ABA Real Property, Probate and Trust Law Section's Committee on International Property, Estate and Trust Law.