November 2017

Sandra Price authors updates to the California treatise “Complete Plans for Small and Mid-Sized Estates”


Create complete estate plans for middle- and lower-income clients using this essential guide.

  • Use comprehensive questionnaire to gather client information
  • Understand planning devices and their limitations
  • Be aware of tax and ethical considerations, challenging family situations, and problem assets
  • Follow steps to implement the estate plan
  • Learn to plan for clients facing long-term care costs
  • Then, see how it’s done in complete plans for true-to-life hypothetical clients: unmarried person without children; unmarried person with minor children; young married couple with minor children; married couple with adult children

Ms. Price authored and updated two chapters, “Plan For Young Married Couple With Minor Children” And “Plan For Married Couple With Adult Children”