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November 2009
Florida
Estate Planning
by Jamie Pressly
and Randy Randolph
This big book contains
41 Florida-specific pattern wills and
trusts annotated with alternate clauses, pitfalls to avoid, practice tips,
recent cases, tax considerations, and more.
For example, you receive:
Detailed coverage of issues
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What wording creates a right of survivorship.
§2:20
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Pros and cons of making a bypass trust eligible for QTIP
election.
§8:180
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Advantages and disadvantages of a disclaimer plan.
§8:241
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When is a codicil preferable to a new will?
§9:10
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When a living trust is justified.
§11:04
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The limits of spendthrift protection.
§11:70
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Deviating from the Principal and Income Act’s default
provisions.
§11:210
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The consequences of a settlor transferring his homestead to
a trust.
§14:10
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Strategies for minimizing
the tax consequences of gifts in
trust.
§15:23
Helpful
practice aids
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Use
the Client Questionnaire to get
your client invested in
the process and identify topics
in advance that you should be prepared to discuss.
§1:01
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Avoid problems down
the road that cannot be corrected
by withdrawal with
the Conflicts of Interest
Disclosure for Spouses.
§1:02
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Prevent incorrect assumptions with
the Tax Planning Flowcharts.
§1:05
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Answer questions in advance, aid client review, and document
your advice with
these detailed Cover Letters.
§1:06
And dozens of additional tools.
Read more.
$129
 July 2009
Trial Preparation Tools
by Beth D. Osowski
Here are courtroom-tested strategies for
success, plus 122 time-saving and omission-avoiding forms, checklists, logs,
calendars, idea lists, tables, spreadsheets, and more.
For example:
120-day review
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Checklist of evidence for each element in the proof rubric.
§1:80
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Checklist of logs.
§1:81
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120-day countdown calendar.
Form 1-01
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Quantifying pain and suffering form.
Form 1-07
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Theme log forms.
Form 1-08
Jury
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Jury questionnaires. Form 7-02
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Voir dire questions. Form 7-05
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Juror-rating matrix. Form 7-06
Openings
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Effective first lines. Form 8-01
-
Neutralizing the negatives. Form 8-04
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Introducing damages. Form 8-08
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Burdens of proof. Form 8-09
Closings
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Reminders about obligations. Form 11-01
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Arguing causation when pre-existing injuries. Form
11-05
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Arguing the damages. Form 11-06
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Sample lines to end the argument. Form 11-07
And dozens more.
Read more.
$99
April
2009
Texas Trusts
& Clauses
by N. Dean Hawkins
Improve and speed your trust drafting with these pattern
clauses and trusts, strategies, law, and advice. The book walks
you step-by-step through the issues and provides pattern clauses for:
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Formation. 19 forms, including a warranty deed,
waiver of conflicts of interest, and assignments of stocks and bonds,
promissory notes, and business interests. Chapter 2
-
Property issues. Addresses commingling and asset
transfers of real property, closely-held and S corporation stock, life
insurance, and retirement benefits. Ch 3
-
Taxation. Explains the tax issues arising in
formation, during trust administration, and upon the death of the
settler. Ch 4
-
Funding. 21 forms and explanations covering marital
formulas and satisfaction, abatement, date of distribution, fairly
representative funding, minimum worth funding, pro-rata and non pro-rata
distribution, deceased spouse’s expenses, and charging taxes. Ch 8
-
Distributions. 14 forms with discussions of
divisions, revocability, qualifying transfers, general power of
appointment trust, QTIP trusts, distributions to minors, pour-overs,
terminations, payments of debts and expenses, and incapacity. Ch 10
-
Trustees. 44 forms and analysis of requirements,
resignation, avoiding vacancies, spouses as co-trustees, removal,
liability, duties, powers, unproductive assets, borrowing and lending,
and much more. Ch 15
-
Allocations. Drafting considerations, allocation
rules, apportioned receipts, trust expenses, successive beneficiaries,
tax adjustments, and accountings, with 5 forms. Ch 18
-
Coordination of trust and will. 8 forms and
discussions of pour-over wills, paying debts and estate taxes, QTIP tax
allocation, and no-contest clauses. Ch 21
Read more.
$129
February
2009
Exposing Deceptive Defense Doctors
by
Dorothy Clay Sims
Ms. Sims' techniques for overcoming common defenses,
pattern questions, secondary resources, and sophisticated tactics have
proven effective in hundreds of depositions and trials in challenging
the DME on:
Chapter 2
Negative results on psychological
tests.
Chapter 5
Junk psychological tests.
Chapter 6
Claims of malingering and
exaggeration.
Chapter 7
Ignoring
symptoms of depression.
Chapter 8
Failure to test or investigate
for post-traumatic stress disorder.
Chapter 9
Poor results on neurological or
radiological tests.
Chapter 15 and 16
Denying causation in neck and
back injuries.
Chapter 17
Minimizing pain.
Chapter 18
Contradictory functional capacities evaluations.
Chapter 20
Unfavorable long-term
disability medical record.
Chapter 21
Read more.
"Over the past thirty-five years, I’ve
read hundreds of reports prepared by Vocational Rehabilitation Experts (VRE)
hired by the defense. In addition, I’ve prepared scores of questions for
plaintiff attorneys preparing to depose VRE. If I were to reconstruct all of the
questions prepared, they would pale in comparison to the questions presented in
chapter twenty-five of Exposing Deceptive Doctors by Dorothy Clay Sims. The questions alone, without
reading the substance of the chapter, will facilitate a really good discovery
deposition of a rehabilitation expert hired by the defense. Such experts are
presumably retained to reduce the settlement value of a case."
--A.M. Gamboa, Jr., Ph.D., MBA
CEO and Senior Analyst
Vocational Economics, Inc.
"Dorothy Sims has spent more time and
creative energy addressing the problem of dishonest IME doctors than any lawyer
in America. Each page of Sims' book is an explosion of bold, creative thinking.
I plan to review this book every time I take an IME deposition."
--Rick Friedman, Friedman, Rubin &
Wright
Author of Rules of the Road
and Polarizing the Case
More Praise for Exposing Deceptive Defense Doctors
$99
 November
2008
Texas Probate
Forms and Procedures
by
M. Keith Branyon
These 176 custom-drafted, Texas-specific forms are
supported with step-by-step procedure, case and statutory citations, and
advice from one of Texas' top probate practitioners. The forms
collection includes:
-
Initial representation.
25 forms covering engagement, duties of representative, executor's
fee, emergency intervention, and temporary administration.
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Independent administration.
40 forms, including 3 applications for probate, 2 waivers of
citation, determination of heirship, affidavits, notices to
creditors, letters, miscellaneous applications and waivers, and
more.
Dependent administration.
49 forms: applications, waivers, affidavits, orders, oaths, letters,
appointments, and more.
Other options. 19
forms for muniment of title, determination of heirship, and small
estates.
Creditors.
11 forms: notices, claim for money,
application, and clauses.
Foreign wills. 6
forms: applications, waiver, proof of death, oath, and order.
Contested matters.
11 forms, including 5 motions to transfer, jury charges, petition
for bill of review, and request for in limine hearing on standing.
Read more.
$99
|
99
Free Articles,
with Forms
4 Jury Questionnaires
Breach
of Contract Defense Interrogatories
Deposing the Corporate Designee in Health Insurance Denial Case
Deposing the Defendant Driver
Deposing an Expert Witness
Deposition Outlines
Deposition Practice Tips
Elements-of-Proof Rubric
NEW
Essential Objections Checklist
Fraud and Misrepresentation Interrogatories
Interrogatories: Breach of Contract
Interrogatories: Damages
NEW
Interrogatories: Interference with Business Relations
Interrogatories for Proving Plaintiff’s Cause of Action in an Auto
Accident Case
Preparing to Take or Defend a
Liability Deposition
Summarizing Personal Injury Damages
Voir Dire Diagram
Voir Dire Questions
Voir Dire Tips
Wrongful Death Interrogatories
California Civil Litigation
NEW
Discovery Disputes
NEW
Elements with Complaint: Breach of Contract for Failure to Perform
NEW
Elements: Breach of Implied Covenant of Good Faith and Fair Dealing
NEW
Elements: Negligence
NEW
Objecting to Expert Testimony
Challenging Written Statements
Cross-Examination of Eyewitnesses
Plea Bargaining, with Forms
4 Representation Agreements
Federal
Criminal Practice
Plea Bargaining
Pretrial Detention Hearings
Pretrial Release on Conditions
NEW
4 DUI Jury
Instructions You Need to Argue
Attacking Field Sobriety Tests
Attacking Widmark Calculations
Challenging the Breath Test
Cross Examination in Drunk Driving
Cases
NEW
DUI Trial Tips
Pattern Openings for DUI Attorneys
Selecting a Favorable DUI Jury
Voir Dire Questions for DUI Lawyers
California
Drunk
Driving Law
California Drunk
Driving Punishment Charts
Informal Request for Discovery from Prosecution
Motions to Exclude Chemical Test
Tipsters and
California’s Public Safety Exception
Defending Plaintiff's Deposition
NEW
Deposing the HR Manager in RIF Cases
Deposing the Supervisor/Harasser
Document Requests
NEW
Document Requests in Sexual Harassment
NEW
Fair Labor
Standards Act Jury Instructions
Fee Arrangements, with Clauses
Shaping the Unripe Employment Cases
NEW
Supervisor Deposition Questions for Harassment,
Retaliation, and ADA
Advantages and Disadvantages of QTIP Trusts
Client Intake, with Retainer Agreement
Drafting for Incapacity, with 4 Clauses
Family Limited Partnerships
Intentionally Defective Grantor
Trust, with Provision
International Asset Protection Trust
IRS Reporting and International Asset Protection Trusts
Protecting Beneficiaries with Spendthrift Clauses
Risks and Abuses with Foreign Trusts
Shifting Trusts and Disclaimers, with
Four Sample Clauses
NEW
Saving Income Taxes
Uncovering
Hidden Assets
Understated Business Income
NEW
3 Motions in Limine to Exclude Junk Accident
Reconstruction Science
Calculating Case Value
Cross-Examining the Defense Orthopedic Surgeon
Dealing with Adjusters
Debunking Claims of Exaggeration and Malingering
Deposing and Examining the Economist
Deposing the DME in Spine Injuries
Deposing the DME About Pain
Deposing the Store Manager in a Slip and Fall Case
NEW
Excluding Defense MIST Experts
Overcoming 4 Typical
Defenses to Pain
NEW
Alternate Sitting and Standing
Questions for the VE
Attacking the Vocational Expert’s
Testimony on the Number of Jobs
Attorney’s Fees
NEW
Checklist of Appeals Arguments
Classifying a Claimant’s Previous
Work Experience as Past Relevant Work
Cross-Examination on U.S. Publishing Data
Cross-Examination of Vocational
Expert on Census Data
Dealing with Drug Addiction or Alcoholism in Social Security
Disability Claims
Framework of the Medical-Vocational
Guidelines
Hearing Questions on Physical Residual Functional Capacity
Information Required to Perform a Step-Four Analysis
NEW
Initial Hearing
Questions for Claimant
Maximum Residual Functional Capacity Possible for Disability Finding
NEW
Protect Attorney’s Fees From
Being Taken to Pay Client’s Debts
Pushing Back the Date the Claimant Became Disabled
NEW
Residual Functional Capacity
in Musculoskeletal Impairments
Sequential Evaluation Process
Social Security Disability: Who is
Eligible?
Social Security Disability Benefits:
Answers to Common Questions
Transferability of Skills: Principles and Cross Examination
Using the
Occupational Outlook Handbook in
your Cross Examination
NEW
Weight of
Non-Examining Reviewing Consultant
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