Advising Estate Clients in Virginia

Publication Date: 2022
Electronic Forms: 17
Available Formats: Print (262 pages, softcover, 1 volume)
Electronic (searchable PDF via flash drive, CD, or immediate download)
Both Print and Electronic formats
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Product #: 970

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Content Highlights

Introduction to Estate Planning 
  • Starting the Process 
  • Collecting Information 
  • Recognizing Ethical Dilemmas 
  • Conducting the Interview 
  • Mapping the Plan 
  • Forms of Ownership 
  • Elective Share for Estates of Decedents Dying Before/After January 1, 2017 
  • Other Statutory Allowances 
  • Reasons for Having a Will 
  • Types and Uses of Trusts 
  • Alternatives to Trusts 
  • Planning for Married Couples 
  • Drafting Wills and Trusts 
  • Powers of Attorney 
  • Choosing Fiduciaries 
  • Executing and Safekeeping Documents 
  • Initiating the Estate Administration Process 
  • Probate and Qualification 
  • Administration After Probate 
  • Winding Up and Settlement of the Estate 

This book is drawn from the 2022 edition of The Virginia Lawyer: A Deskbook for Practitioners.

Advising Estate Clients in Virginia offers a comprehensive discussion of this area for practitioners who are helping clients to plan a simple estate. With practical advice from experts in the field and a variety of electronic forms, this book provides an overview of the process to help guide decisions made by the client in this important area. Whether considering benefits of using intervivos gifts or the reasons a client might choose a trust to transfer wealth, this book with help to explore the options for a plan that will meet the client’s needs.