Blended Families: Practical Estate Planning Considerations

This book is essential for: lawyers practicing in the area of wills, estates, and trusts; the course may also be of interest to lawyers practicing family law and to general practitioners.

CONTENTS

• fact patterns
  
• conflicts, confidentiality & other considerations: professional responsibilities
  
• update on mutual wills cases and materials – a selection of cases
  
• family law tools and issues: children from pervious relationships, spouses from previous relationships, anticipating the breakdown of current relationships
  
• trust tools and issues: alter ego and joint partner trusts
  
• other planning tools: joint tenancies in estate planning pre-Pecore, joint tenancies in estate planning post-Pecore, insurance declaration
  
• Wills Variation Act: balancing competing legal and moral obligations, common law relationships under the WVA, blended family cases released since May 2006
  
• fraudulent conveyances: overview of the Fraudulent Conveyance Act, application of the FCA in the context of estate planning, does a valid estate planning purpose cure the taint of an improper concurrent purpose?, professional responsibility and liability