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Index
Cover Contents Title Copyright Acknowledgments About the Author Introduction Chapter 1: Legacy of a Lifetime
Legacy Lesson #1: The Estate Planning Effect Legacy Lesson #2: Passing the Torch without Getting Burned Legacy Lesson #3: The Holistic Approach Legacy Lesson #4: Dropping the Gauntlet
Chapter 2: Stripping and Being Stripped
Legacy Lesson #5: The Elective Share and Prenuptial Agreement Legacy Lesson #6: Providing Equitably Both for a Second Spouse and Children from a Prior Marriage Legacy Lesson #7: Disinheriting a Family Member
Chapter 3: The Astor Disaster: A Legacy of Influence and Undue Influence
Legacy Lesson #8: Monitor the Health and the Wealth of a Loved One Who Is III and Vulnerable Legacy Lesson #9: Anatomy of a Contested Estate Legacy Lesson #10: Influence or Undue Influence? Legacy Lesson #11: By Gift or by Theft? Legacy Lesson #12: Time in a Bottle—Good Days and Bad Days Legacy Lesson #13: Protecting against Fraud
Chapter 4: The Benevolent Queen of Mean
Legacy Lesson #14: Protect the Pooch Legacy Lesson #15: The Grim Reaper’s Silver Lining Legacy Lesson #16: A Generation Skipped Legacy Lesson #17: Buried, But Not Resting Peacefully Legacy Lesson #18: The Mission Statement: A Legacy Builder or Buster
Chapter 5: A Sweet and Sour Legacy
The Nina Wang Signature Legacy Lesson #19: A Stitch in Time Saves Nine Legacy Lesson #20: Respecting the Formalities of a Will Signing Legacy Lesson #21: Clarity versus Ambiguity Legacy Lesson #22: Videotaping a Will Signing
Chapter 6: Is This It?
Legacy Lesson #23: Raising Helen Legacy Lesson #24: If You Want Privacy, Use a Revocable Trust Legacy Lesson #25: The Business of the Business
Chapter 7: Lessons from the Dead
Legacy Lesson #26: A Legacy in the Hands of Fiduciaries Legacy Lesson #27: Heirlooms Can Define a Legacy
Chapter 8: At the End of the Day Appendix A: Fact Sheet for Last Will and Testament Appendix B: Probate Litigation Fact Sheet Bibliography Index
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