New York Lipman's Wills & Trusts Volume

The more than 420 automated forms in this volume are designed to be the cornerstone of an estate planning practice. Lipman's Wills & Trusts is sophisticated enough for any high-end estate planning project, yet simple and flexible enough to handle smaller estates as well.

Martin W. O'Toole, co-author of the Harris New York Estate Planning Guide, reviewed this volume for conformity to New York law.

The forms in this volume cover all aspects of estate planning, including the preparation of wills, living trusts, powers of attorney, health care proxies, HIPAA releases, living wills, irrevocable trusts, buy-sell agreements, and even pre-marital & post-marital property agreements.

While this volume is extremely popular and easy to use for large estates, attorneys tell us it's invaluable for smaller estates as well. For instance, when preparing simple wills or simple revocable trusts, you can easily add many different types of provisions, including specific bequests, contingent trusts, no-contest clauses, and trusts for pets. Additionally, you can quickly draft language leaving property to multiple beneficiaries in equal shares or in various percentages, with contingent beneficiaries if any of the named beneficiaries are not living.

With Lipman’s Wills and Trusts, it’s easy to simultaneously draft many different kinds of documents. A single drafting session can include generation-skipping, tax-planned wills or revocable trusts, powers of attorney, health care proxies, living wills, life insurance trusts, etc. You can also draft a Disclosure Regarding Commissions, a Putnam Affidavit, and both a General and a Limited Waiver of Election to Take Against Will.

If you are an experienced attorney specializing in estate planning, you'll value the breadth of our system. Or, if you are newer to estate planning, you'll appreciate how the automated system prompts you to consider facets of a client’s estate plan that you might ordinarily overlook.

This comprehensive estate planning system contains more than 420 automated forms, including:

		Will Forms 35 will forms that range from simple wills to pour-over wills to tax-planned wills, which can be drafted with:
			Marital Trusts,
			Bypass Trusts,
			Disclaimer Bypass Trusts,
			Retirement Benefits Trusts,
			Supplemental Needs Trusts,
			One-lung Marital Trusts,
			Clayton Marital Trusts, and
			Generation Skipping Trusts.
		Revocable Trusts As with the wills, 29 different types of revocable trusts can be drafted, ranging from simple revocable trusts with no tax planning to tax-planned revocable trusts with:
			Marital Trusts,
			Bypass Trusts,
			Disclaimer Bypass Trusts,
			One-lung trusts,
			Clayton marital trusts,
			Retirement Benefits Trusts, and
			Generation Skipping Trusts.
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		Same-Sex/Domestic Partner Forms The Same-Sex Spouse/Domestic Partner forms are designed to allow you to draft forms for clients who married in a state that allows same-sex marriages and for clients who are registered domestic partners. In addition, these forms are flexible enough to use in each of the following situations:
			Unmarried man or woman,
			Two men,
			Two women,
			One man (who has either a male or female partner), and
			One woman (who has either a male or female partner).
		Supporting Documents More than 100 ancillary supporting documents can be drafted as well, including:
			Powers of attorney,
			Health care proxies,
			Living wills,
			HIPAA releases,
			Codicils, and
			Revocations of powers of attorney.
		Various supporting documents are available for the revocable trust forms as well, including:
			Memoranda regarding funding of trust,
			Deeds transferring property to trust, and
			Certifications of trust.
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		Irrevocable Trusts A number of irrevocable trusts can be drafted, including:
			Life insurance trusts,
			Investment trusts,
			QPRTs,
			CRATs,
			CRUTs,
			CLTs,
			GRATs,
			GRUTs,
			2503(c) Trusts, and
			Supplemental Needs Trusts.
		Along with each trust, you can draft a memorandum regarding the funding and operation of the trust. When necessary, you can also draft Crummey letters.
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		Buy-Sell Agreements Three different types of buy-sell agreements can be drafted for your corporate clients.
		Customized Transmittal Letters A unique feature of this system is the ability to draft customized transmittal letters to be sent to your clients. One of the letters is designed to be mailed along with the drafts of the documents, while the other letter is designed to be mailed with the documents after they have been signed and copied. ProDoc drafts these letters based on the selections you make while drafting the documents.
		Miscellaneous Letters and Forms A wide range of other forms are available, including forms your client can complete prior to meeting with you, forms you can fill out during a meeting, fee agreements, and checklists.

From simple wills to the most complex trusts, ProDoc and Lipman’s Wills & Trusts (authored by Ronald L. Lipman) provide an exceptional estate planning package.

Order this volume online in the following library:

New York Estate Planning Library

Additionally, it can be added to other ProDoc libraries. Visit here for more information about this option:

New York Lipman's Wills and Trusts Module >>

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