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Stocker on Drawing Wills and Trusts (Fourteenth Edition)

Author(s): Robert W Sheehan, Michael S. Schwartz
Practice Area: Estate planning, Estates and trusts, Last will and testament, Living wills, Tax
Published: Nov 2015
Supplement Date: Apr 2021 i Other versions can be found in the Related Items tab.
ISBN: 9781402425127
PLI Item #: 136476

Stocker on Drawing Wills and Trusts has been a staple in the library of attorneys and estate planners for more than 50 years. It provides high-quality, comprehensive, field-tested drafting guidance that ensures wills, trusts and other estate planning documents fully express clients’ wishes without provoking costly legal challenges. The book is updated regularly to account for the latest developments in the field.

Stocker on Drawing Wills and Trusts is enhanced by hundreds of labor-saving sample forms and clauses. It provides guidance on how to help clients capitalize on the full range of tax-saving and non-tax opportunities, covering issues such as:

  • Pinpointing clients’ concerns and goals before drafting
  • Translating clients’ objectives into precise provisions
  • Selecting the appropriate dispositive scheme for minimizing potential estate, gift and generation-skipping transfer (GST) tax exposure
  • Balancing estate, gift and GST tax savings with income tax consideration
  • Advising clients with respect to the selection of fiduciaries
  • Crafting the scope of the fiduciaries’ rights, powers and responsibilities
  • Avoiding drafting pitfalls
  • Anticipating contingencies that could frustrate a client’s wishes
  • Executing estate planning documents properly so that they withstand potential contests
  • Comparing New York law, the Uniform Trust Code and the Uniform Probate Code
  • How to treat minimum required distributions from retirement accounts to a deceased account holder’s beneficiaries under the SECURE Act
Stocker on Drawing Wills and Trusts is a vital planning tool for estates, trusts, and tax planning specialists and any general practitioner involved in crafting wills, trusts or other estate planning documents.
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Robert Sheehan chairs the Private Client group and the Trusts and Estates practice at Curtis. His practice focuses on domestic and international estate and succession planning, administration and trust law. He represents a variety of clients, including high-net-worth individuals, entrepreneurs, corporate executives, real estate developers, family offices and philanthropists.

Mr. Sheehan’s experience includes contested fiduciary matters, matrimonial planning, tax controversy, and representation of charitable organizations and private foundations.

Along with being a partner at Curtis, he holds a number of fiduciary positions, serving as trustee or co-trustee of several personal trusts.

Michael Schwartz is a partner in the Private Client and the Trusts and Estates practice groups. His practice focuses on domestic and multijurisdictional estate and succession planning for high net worth individuals, extending to all facets of estate, gift and generation-skipping transfer tax planning. Mr. Schwartz’s practice also encompasses all phases of estate and trust administration. He represents fiduciaries, including banks and trust companies, and beneficiaries, in contested fiduciary matters. He also has extensive experience with gift and estate tax audits.