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HomeEstate Planning
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Estate Planning

Martin

Casebooks:  Madoff, Tenney, Hall & Mingola, Practical Guideto Estate Planning, 2013 edition, CCH.  (You should acquire
this book from the ONU bookstore in order to obtain special student pricing.)

Millard, Drafting Wills, Trusts, and Other Estate Planning Documents: A Style Manual, Bradford Publishing, 2006.

Supplemental Materials For Estate Planning are Attached.

January 28:    CCH:  Chapter 1 (The Planning Process); Supp: pages 2-12.  Confidential Estate Planning Information form,                        and  Engagement Letter form.

AttachmentSize
Estate Planning Syllabus - Spring 2013.doc35.5 KB
Supplemental Materials for Estate Planning - Spring 2013.pdf3.17 MB
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