Wealth Transfer Planning™ (powered by HotDocs®) is the most powerful drafting system for trusts & estates attorneys. Developed by lawyers for lawyers, Wealth Transfer Planning™ is authored by Jonathan G. Blat™achr and Michael L. Graham, two of the nation's leading experts in estate planning, asset protection and taxation. No other system is as comprehensive. Everything you need is included on CD-ROM (including HotDocs® Player software). Click for pricing information.

Estate Planning Author Team

	Jonathan G. Blattmachr
	Michael L. Graham

Wealth Transfer Planning™ manages a large amount of transactional work and contains a large collection of forms, each one featuring countless options to meet each client's particular needs. An internal database organizes your client information and documents. The system helps you analyze each client's situation and generates accurate, complete and effective documents — every time!

Estate and Tax Planning Strategies

	Generation Skipping Tax Planning
	The Extra Crummey TrustSM — an excellent annual exclusion vehicle
	Estate planning for domestic partners
	Using a GRAT vs. an Installment Sale to a Grantor Trust
	Charitable Giving (CRTs, CLTs, private foundations)
	Using a Split Purchase TrustSM in lieu of a QPRT
	Tax planning in "decoupled" states
	Structuring Marital, Family and Descendants Trusts
	Using cascading Crummey powers
	Dealing with Carry Over Basis
	The Supercharged Credit Shelter TrustSM — a super idea for married couples

Versions

Click to download version comparison chart.

	Standard Version
	The Standard version includes a full complement of forms, checklists, analyses, and more. You can add licenses and seamlessly upgrade to the Professional version at any time during the subscription cycle (pro-rated fees apply). An audio/visual tutorial, quick start manual, live training and thirty (30) days technical support is included.
	Professional Version
	The Professional version contains all of the forms, commentary, tutorials and analyses in the Standard version, but with expanded services. The Professional version includes unlimited technical and content support, free access to all the Leimberg Information Services (LISI)TM research tools (via web link) and more.

InterActive LegalSuite Features

All products in the InterActive LegalSuite share a common platform and standard features and services. Click here for more information.

Click to download complete brochure with list of forms for Wealth Transfer Planning™.