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Any attorney who does estate planning for clients who are moving, or have
moved, from one state to another state or have multiple state residences will
want to purchase the 171-page course book and DVDs of
this excellent 3.3-hour May 28, 2009 program. Louis A. Mezzullo, Esquire, a
partner in the Rancho Santa Fe, CA office of the Luce Forward law firm, covers
the many estate planning issues which arise with such mobile clients, including
many useful planning tips, dangers to avoid and how to avoid them, and much
more.
Major topics include:
üIntroduction
• differences between common law and community property
• the issues relating to moving between these two types of jurisdictions
• property co-ownership, family protection statutes, need for a Will
üDomicile Issues
• factors indicating domicile
• documents needed to effectuate domicile change
üMultistate Issues Of Testate And
Intestate Succession
• requirements for disposition by Will
• surviving spousal rights
• tax apportionment
• class gifts, lapses, close order of death, rules against perpetuities
üProperty Co-ownership
üCommunity Property Issues
• definitions, general rules, management and classification
• income, pension benefits, UDCPRDA, transfer taxes
üSpecial Situations And Planning
Techniques
• premarital and postmarital agreements
• widow's election, UGMA, use of trusts
FORMS: To download forms relating to these topics, please go to
www.NLFforms.com
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