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The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition

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2890003B

The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more!

The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more!

Highlights of the 3rd Edition

This newest edition has been completely revised, featuring several new and updated chapters including strategies to help clients plan for various scenarios. This edition provides valuable insights into the following areas:

  • Clients in long-term polyamorous relationships
  • Planning for single clients
  • Clients with nonmarital children
  • Client goals related to cryonics and cloning, including techniques for the creation of personal revival trusts
  • Clients with intellectual property assets
  • Clients’ pet-related legacy goals
  • Modern philanthropy trends in estate planning
  • New technologies and trends in conception and their legal implications, including posthumously conceived children
  • Updates to trust planning and income tax considerations in estate planning
  • Planning for longer lifespans and fading capacity
  • Digital assets and intellectual property, which may have a lifespan that exceeds its creator

Written by experts in the subject matter, this publication is filled with practical advice and examples in an easy-to-understand language, helping you assist your clients in making the best decisions for themselves and for their families

Additional Information
SKU 2890003B
ISBN 978-1-949506-37-2
Page Count 496
Author Stephan R. Leimberg, Esq., Wendy S. Goffe, Kim Kamin
Edition 3
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Kim Kamin

Kim Kamin is a Principal at Gresham Partners, LLC, an independent wealth management firm that serves as a multi-family office for select families nationally. As Chief Wealth Strategist Kim leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities, and advises clients.  Previously she was a partner in the Private Clients, Trusts and Estates Group at Schiff Hardin LLP where for many years her legal practice involved all aspects of trust and estate planning, administration and dispute resolution; advising families and closely held businesses on a wide array of wealth preservation, asset protection and succession planning issues; representing fiduciaries, custodians, and beneficiaries in estate administration and contested trust and estate matters; and serving as counsel for the formation and operation of not-for-profit entities.

Kim is an adjunct professor at the Northwestern University Pritzker School of Law where she has been awarded the William M. Trumbull Lectureship, and has taught Advanced Trusts and Estates, the Income Taxation of Trusts and Estates, and Estate Planning. She is also on faculty for the Certified Private Wealth Advisor® (CPWA®) certification program through the University of Chicago Booth School of Business Executive Education.

Ms. Kamin is on the Editorial Advisory Board of Trusts & Estates Magazine, has published on a wide variety of topics and is a frequent lecturer in a variety of venues. Kim is as an Officer for the Chicago Estate Planning Council Board of Directors. She serves on the Chicago Community Trust Professional Advisory Council, the Art Institute of Chicago Gift Planning Advisory Committee, the Northwestern Memorial Foundation Council for Philanthropy, the Goodman Theatre Spotlight Advisory Council, the Chicago Foundation for Women Professional Advisory Council, and the Executive Committee for the Lurie Children’s Legacy Partners. She also serves on the Chicago Stanford Association’s Board of Leaders. She is a member of The Economic Club of Chicago.

Ms. Kamin is a Fellow with the American College of Trust and Estate Counsel.  Professional awards and recognitions include Illinois Attorney Under 40 To Watch by the Law Bulletin Publishing Company (2008), The Best Lawyers in America® in the practice areas of both Trusts and Estates, and Litigation - Trusts & Estates (2011-present), selected as an Illinois Rising Star in Illinois Super Lawyers (2009, 2011), selected to Illinois Super Lawyers (2011-2014), a Leading Lawyer in Trust, Will & Estate Planning Law with the Illinois Leading Lawyer Network (2010-2014), and "AV Rated" by Martindale-Hubbell.

Ms. Kamin received her B.A., with distinction and departmental honors, from Stanford University and her J.D. from the University of Chicago Law School.

Wendy S. Goffe

Wendy S. Goffe is a partner with the law firm of Stoel Rives LLP, Seattle, Washington with more than twenty-five years of experience counseling clients on estate planning issues. Her experience includes advising clients on matters including probate and trust administration, estate and gift taxation, charitable giving and nonprofit trusts and corporations, family-owned business succession and issues concerning unmarried couples.  Before joining Stoel Rives, Wendy was a shareholder at Graham & Dunn PC and an attorney at Bogle & Gates.

Wendy is a regular speaker at local, regional and national events addressing a number of estate planning topics. She has also been interviewed by and written for many national publications, and was previously a contributor to Forbes.com. She has been named one of “The Best Lawyers in America” for trusts and estates in 2007 and 2018 and is a fellow with the American College of Trust and Estate Counsel (ACTEC) and a member of the Digital Property Committee.

She is a current member of The Seattle Foundation Professional Advisory Council and the Children’s Legacy Council of the Children’s Hospital Foundation.  She is also a former Adjunct Instructor at Seattle University Law School, as well as a former member of The Nature Conservancy Planned Giving Committee. She is also a former member of the ABA Taxation Section Community Property Comment Project, the Executive Committee of the Estate Planning Council of Seattle, the Acquisition Committee of the Tacoma Art Museum, the Executive Committee of the WSBA Real Property, Probate and Trust Section, the YWCA Planned Giving Advisory Committee, the Ethics Committee of Valley Medical Center and the Board of Directors and Grants Committee of The Women’s Endowment Foundation, a supporting organization of the Jewish Community Endowment Fund, Seattle, Washington.

Stephan R. Leimberg

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He is an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg is the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg is the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg is co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg is co-creator of many software packages for the financial services professional including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.