Orange Book Forms: Colorado Estate Planning Forms, Eighth Edition (Includes 2018-2022 Updates) Out of Stock

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Book Title: Orange Book Forms: Colorado Estate Planning Forms
Contributors: Estate Planning Forms Committee - CBA Trust & Estate Section  
Publisher: CBA-CLE Books (CLE in Colorado, Inc.)
Publication Date: Eighth Edition, 2017
Last Updated: August 2022
ISBN-10: 1-930993-94-3
Page Count: 872 pages
   
 
About the Book:
Orange Book Forms: Colorado Estate Planning Forms is a remarkable compilation of estate planning forms designed and written by the Orange Book Forms Committee of the CBA Trust & Estate Section. This book is a must have for every estate planning attorney. It contains several will and trust forms, including marital deduction wills and trusts, pourover wills, joint revocable trusts, irrevocable life insurance trusts, and more. The book also includes forms for powers of attorney, appointment of guardians, client letters and intake questionnaires, and various drop-in provisions for special situations in estate planning.
 
Orange Book Forms: Colorado Estate Planning Forms is prepared by the volunteer members of the Orange Book Forms Committee of the Trust & Estate Section of the Colorado Bar Association. The forms are intended to provide guidance and general suggested language to assist lawyers in preparing estate planning documents; they are not intended to be a substitute for the exercise of the lawyer's own professional judgment in planning a client's estate. No form or language in Orange Book Forms should be used unless the lawyer fully understands the purpose, meaning, and tax consequences of the form and language.
 
 
 
 
Automatic Supplementation Service: 
For your convenience, automatic supplementation is included with your order. You will be notified by email before any new supplement is published, so you may cancel before a supplement is billed. Future supplements will be delivered automatically with an invoice reflecting a 10% discount off the published price. Return privileges apply and you may cancel the service at any time.
 
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Table of Contents
Orange Book Forms:  Colorado Estate Planning Forms, Eighth Edition
 
 
VOLUME 1
Chapter 1  Getting Started
Chapter 2  What to Consider Before Drafting
Chapter 3  Taxable Estates: Planning for Married Couples with Assets Over $23.4M in Value
Chapter 4  Pre-Taxable Estates: Planning for Married Couples with Assets Between $11.7M and $23.4M in Value
Chapter 5  Non-Taxable Estates: Planning for Married Couples with Assets Below $11.7M in Value
Chapter 6  Planning for Single Individuals
 
VOLUME 2
Chapter 7  Ancillary Documents - Financial
Chapter 8  Ancillary Documents - Medical
Chapter 9  Ancillary Documents - Minor Children and Protected Persons
Chapter 10  Ancillary Documents - Married Couples and Non-Traditional Couples
Chapter 11  Amending Documents
Chapter 12  Funding Trusts
Chapter 13  Planning for Gifting
Chapter 14  Planning for Specific Assets
Chapter 15  Planning for Special Situations
Chapter 16  Trusts for Special Situations
 
Appendix A  General and Administrative Provisions    
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Table of Contents
Orange Book Forms:  Colorado Estate Planning Forms, Eighth Edition
 
 
VOLUME 1
Chapter 1  Getting Started
Chapter 2  What to Consider Before Drafting
Chapter 3  Taxable Estates: Planning for Married Couples with Assets Over $23.4M in Value
Chapter 4  Pre-Taxable Estates: Planning for Married Couples with Assets Between $11.7M and $23.4M in Value
Chapter 5  Non-Taxable Estates: Planning for Married Couples with Assets Below $11.7M in Value
Chapter 6  Planning for Single Individuals
 
VOLUME 2
Chapter 7  Ancillary Documents - Financial
Chapter 8  Ancillary Documents - Medical
Chapter 9  Ancillary Documents - Minor Children and Protected Persons
Chapter 10  Ancillary Documents - Married Couples and Non-Traditional Couples
Chapter 11  Amending Documents
Chapter 12  Funding Trusts
Chapter 13  Planning for Gifting
Chapter 14  Planning for Specific Assets
Chapter 15  Planning for Special Situations
Chapter 16  Trusts for Special Situations
 
Appendix A  General and Administrative Provisions    
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