SECTION A: GENERAL INFORMATION

• ACCIDENTAL DISINHERITANCE
• KINDS OF ESTATES
• PROBATE
• THE EXECUTOR OR "PERSONAL REPRESENTATIVE"
• COMMUNITY PROPERTY

SECTION B: TAXES

• FEDERAL INCOME TAX
• FEDERAL ESTATE TAX
• STATE DEATH TAX
• CAPITAL GAINS TAX: BASIC CONCEPTS
• CAPITAL GAINS TAX: ADVANCED CONCEPTS
• GENERATION SKIPPING TRANSFER TAX

SECTION C: DOCUMENTS

• LAST WILL AND TESTAMENT
• LIVING REVOCABLE TRUST
• BY-PASS TRUST
• Q-TIP TRUST
• SPENDTHRIFT TRUST
• CHARITABLE REMAINDER TRUST
• TYPES OF CHARITABLE REMAINDER TRUSTS
• TYPES OF CHARITABLE REMAINDER UNITRUSTS
• RETIREMENT CHARITABLE REMAINDER TRUST
• LIFE INSURANCE
• LIFE INSURANCE TRUST
• PERSONAL RESIDENCE TRUST (GRIT)
• DEEDS TO REAL ESTATE
• THE LIFE ESTATE DEED
• THE CHARITABLE LIFE ESTATE DEED
• POWER OF ATTORNEY
• YOUR RETIREMENT PLAN
• FAMILY LIMITED PARTNERSHIP
• BANK ACCOUNTS AND STOCK ACCOUNTS
• "PAY-ON-DEATH" BANK ACCOUNT
• CRUMMEY TRUST

SECTION D: STRATEGIES

• WIDOW'S ELECTION
• SHRINKING THE ESTATE
• CALCULATING YOUR ESTATE'S GROWTH
• HOW TO DISINHERIT YOUR SON-IN-LAW
• KEEPING YOUR MONEY OUT OF YOUR DAUGHTER'S DIVORCE
• CHOOSING A TRUSTEE
• MARRIAGE: GETTING IN ... AND GETTING OUT
• SPRINKLING POWERS
• ESTABLISHING YOUR ESTATE PLANNING GOALS
• MAKING GIFTS TO HEIRS DURING LIFE
• THE THREE SECRET WORDS OF ESTATE PLANNING
• THE FOUR NIGHTMARE WORDS OF ESTATE PLANNING
• THE WORLD'S WORST ESTATE PLAN
• THE WORLD'S SECOND WORST ESTATE PLAN
• PER STIRPES AND PER CAPITA ... WHAT DO THEY MEAN?

SECTION E: ARTICLES AND FEATURES

• THE NATIONAL WILLS TEST
• HOW AN EX-SON-IN-LAW ACQUIRED HIS WIFE'S INHERITANCE
• HOW MOOCHING GRANDCHILDREN DISSIPATE ESTATES
• DISINHERITING STEP-GRANDCHILDREN
• KEEPING YOUR ESTATE IN THE U.S.A.
• FETAL ALCOHOL SYNDROME: THE TRUST NEEDED
• A TRUSTEE WHO ASKED, "WHAT'S A MUTUAL FUND?"
• WHEN MOTHER'S LARGE GIFT TO SON PRECIPITATED HIS DIVORCE
• PUT YOUR KID'S NAME ON YOUR RESIDENCE DEED?
• CAN YOU ACCIDENTALLY BECOME A LAND OWNER WITH A STRANGER?
• THE "PIPE DREAM" WILL
• TRUSTS: WHO NEEDS 'EM?
• A HANDWRITTEN WILL
• A CODICIL MISHAP
• WHEN TAXES ALMOST EXCEEDED THE ESTATE'S VALUE
• PROBATE: "NOT SO BAD IN OUR STATE"
• LONGHAND NOTES APPENDED TO A TYPED WILL
• A 10 PERCENT PROBATE FEE
• SAVING $235,000 BY FILING ONE SIMPLE FORM
• A WILL PROBATED AT THE BRIDGE CLUB
• A MOTHER'S THREE CHILDREN IN ALCOHOLICS ANONYMOUS
• SELLING THE RANCH AND PAYING NO CAPITAL GAINS TAX
• SONS WHO ARE "ABSOLUTELY IRRESPONSIBLE"
• UNCLE NED, THE TRUSTEE WHO GAVE AWAY THE COLLEGE MONEY
• PROBATE: "CHEAP AND EASY IN OUR STATE"
• KEEPING GOVERNMENT BENEFITS FOR A MENTALLY ILL SON
• HOW HE KEPT $2 MILLION SECRETLY HIDDEN FROM HIS WIFE
• AT WHAT AGE SHOULD HEIRS INHERIT?
• A PHYSICIAN WHO WASTED THE BY-PASS TRUST
• A TRUSTEE WHO "WILL DO ANYTHING HIS WIFE SAYS"
• A $2 MILLION GAIN ... AND NO CAPITAL GAINS TAX
• A 97-YEAR-OLD SISTER AS TRUSTEE?
• THE DAY I SAW $470,000 FLY OUT THE TAX WINDOW
• DIVERSIFY ... AND PAY NO CAPITAL GAINS TAX
• A "SHOTGUN" PREMARITAL AGREEMENT
• A $900,000 REALIZED GAIN ... AND NO CAPITAL GAINS TAX
• A 70-YEAR-OLD GAVE THE ESTATE TO HER 28-YEAR-OLD HUSBAND
• CAN A TRUSTEE CHARGE 100 PERCENT TO MANAGE YOUR TRUST?
• DOES YOUR ESTATE PLAN NEED A SPRINKLER?
• A 20-YEAR PROBATE
• ANSWERS TO THE NATIONAL WILLS TEST