Contents

Acknowledgments

About the Author

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: ...

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