Estate planning requires the drafting of complex documents to meet the needs of clients. Many of these documents must contain certain elements in order to be effective. Forms can help the practitioner design an estate plan that will meet the requirements of state and federal tax and estates and trusts laws. The important thing to remember, however, is that a form is a starting point. All forms must be adjusted to meet the precise circumstances of a particular client.
 This work is licensed under a Creative Commons Attribution-NoDerivatives 4.0 International License. |