Orange Book Forms: Colorado Estate Planning Forms, 8th Edition - PDF e-Book Out of Stock
Electronic PDF e-Book Edition
Contributors: Estate Planning Forms Committee - CBA Trust & Estate Section
Publisher: CBA-CLE Books (CLE in Colorado, Inc.)
Publication Date: Eighth Edition, 2017
Last Updated: December 2017
Page Count: 788 pages
Trim Size: 8.5 x 11-inch format
Format: Electronic PDF e-Book - Download from your CLE Dashboard
About the Book:
The 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. Covering powers of attorney, appointment of guardian, client letters and questionnaire, and various types of wills and trusts, this book is a “must have” for every estate planning attorney.
Electronic versions of the Forms and all of the Notes on Use are included on the accompanying electronic PDF e-Book in both Microsoft Word® and WordPerfect® formats.
Some of the changes in this new revised Eight Edition include:
- Each form has been placed into chapters and renumbered to correspond to the chapter number;
- Revising the “Incapacity” clause in the will and trust forms;
- Changing the term “disability” to “incapacity” throughout the forms;
- Adding language to the “Grant” paragraph of several will and trust forms regarding the allocation of capital gains;
- Adding language to the grey box of every revocable trust regarding the necessity of utilizing a pourover will;
- Conforming cross-references and person tense to the overarching style of the book; and
- One new form was also added — a client intake questionnaire for a single person.
But the most significant change to the book was a complete overhaul of the layout.
The forms in The Orange Book are 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 the lawyer 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 The Orange Book should be used unless the lawyer fully understands the purpose, meaning, and tax consequences of the form and language.
Updates/Supplements:
Orange Book Forms: Colorado Estate Planning Forms is updated annually. This new electronic edition will replace all previous electronic versions/editions of the book.
Please Note: All new book orders include recent updates; if an update is issued within 90 days of the purchase date of the PDF e-Book, a complimentary copy of the electronic update will automatically be uploaded to your dashboard. We will notify you when the new content is available.
Table of Contents
Orange Book Forms: Colorado Estate Planning Forms, Eighth Edition
For a detailed Table of Contents with sub-chapters please, click here
VOLUME 1
Chapter 1 Getting Started
Chapter 2 What to Consider Before Drafting
Chapter 3 Taxable Estate: Planning for Married Couples with Assets Over $11.0M in Value
Chapter 4 Pre-Taxable Estate: Planning for Married Couples with Assets Between $5.5M and $11.0 M in Value
Chapter 5 Non-Taxable Estate: Planning for Married Couples with Assets Below $5.5 M 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
- Standard Price $329.00 USD
- Member Price $269.00 USD
- General Credits
- Ethics Credits
Table of Contents
Orange Book Forms: Colorado Estate Planning Forms, Eighth Edition
For a detailed Table of Contents with sub-chapters please, click here
VOLUME 1
Chapter 1 Getting Started
Chapter 2 What to Consider Before Drafting
Chapter 3 Taxable Estate: Planning for Married Couples with Assets Over $11.0M in Value
Chapter 4 Pre-Taxable Estate: Planning for Married Couples with Assets Between $5.5M and $11.0 M in Value
Chapter 5 Non-Taxable Estate: Planning for Married Couples with Assets Below $5.5 M 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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