Category Archives: PLI PLUS

Treatise Update – Stocker on Drawing Wills and Trusts (Fourteenth Edition)

Stocker on Drawing Wills and Trusts, a staple in the library of attorneys and estate planners for more than 50 years, provides high-quality, comprehensive, field-tested drafting guidance that ensures wills, trusts, and other estate planning documents fully express clients’ wishes without provoking costly legal challenges. It is enhanced by hundreds of labor-saving sample forms and clauses.

Highlights of the new release include:

Estate Tax and Planning for the Applicable Credit Amount: Updated numbers regarding transfer tax rates; federal and state estate tax top rates; and gift, estate, and GST tax exemptions (see Chapter 5).
Preserving the Marital Deduction for a Surviving Spouse’s Revocable Trust: New information on how to avoid probate in a surviving spouse’s estate (see new section 6:7.7).
“Exhaustion” Concerns for Charitable Remainder Annuity Trusts: Revisions detail the consequences resulting from inattentive drafting of payment provisions (see section 8:4.1[E][4]).
Provisions Relating to Trusts Holding Retirement Plans: Expanded section explores the SECURE 2.0 Act, which continues the SECURE Act regime (see section 10:4.3).
Holographic Wills: Updated explanation regarding holographic wills and validity challenges (see section 13:4.1).

In addition, numbers indexed for inflation have been added throughout the text, and the Index and Table of Authorities have been updated.

On a related note, check out this timely PLI Chronicle article on the new reporting obligations for trusts in Canada.

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PLI PLUS subscribers can access this title through their subscription.

Treatise Update – New York Elder Law (Second Edition)

New York Elder Law is a comprehensive, authoritative guide to legal considerations for seniors in New York, with particular emphasis on areas such as Medicaid eligibility, Medicare, and Medi-gap Insurance. This book includes sample wills, checklists, flowcharts, and up-to-date information on eligibility and benefit levels, all designed to help practitioners work more effectively with government agencies. It also addresses broader issues such as nursing home rights, power of attorney, and healthcare decision-making, reflecting the latest legal developments in these areas.

Highlights of this new release include:

Medicaid for the Elderly, Blind, or Disabled: Discussion updated to cover the E14 Waivers or exceptions put in place for Medicaid renewals from July 1, 2023, through May 2024 (see section 3:12.1).
Medicaid Home Care: Updated discussions cover new form DOH-5770, Practitioner Statement of Need (see section 4:6.2[A][2]); and LDSS’s submission of a web-based form to NYIA requesting expedited assessments upon receipt of an immediate need request (see section 4:6.2[A][5]).
Nursing Homes: New discussion reviews visitation requirements for nursing homes, as well as residents’ rights (see section 5:21).
New York Power of Attorney: Updated discussions include the effect of a defective notarization on a power of attorney (see section 6:3), and the requirements to make gifts under the 2009 amendments to the NY GOL (see section 6:5).
Health Care Decision Making: New discussion of the Palliative Care Access Act (see section 7:11).

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PLI PLUS subscribers can access this title through their subscription.

What’s New on PLI PLUS

We add content to PLI PLUS every month to ensure our subscribers have access to the most up-to-date and relevant secondary source legal documents. Renowned legal experts regularly update our acclaimed Treatises/Practice Guides, Course Handbooks, Answer Books, Transcripts, and Forms to reflect recent changes and developments in the law.

Click here to see what we added in February 2024!

Check Out Our Content Added in 2023 Booklet!

Click the image below for a full roundup of all the titles (with links!) added to PLI PLUS in 2023.

Free Legal Form of the Month

PLI PLUS offers unlimited electronic access to more than 4,500 downloadable, searchable, and editable legal forms ready for use in your practice. In an effort to highlight this unique content type, we’ve selected one form per month and made it available for anyone to download for free – no subscription required.

February’s free form:

Checklist to Log SEC Document Requests

More information about Legal Forms & Checklists:

Forms & Checklists Flyer – This flyer provides an overview of the forms & checklists on PLI PLUS and highlights a handful of popular examples.
Popular PLUS Forms – This flyer provides a list of the top five most downloaded forms in prominent practice areas on PLI PLUS.

Send us an email at plus@pli .edu to learn more.

New Title! Corporate Valuation in Mergers and Acquisitions

PLI Press is proud to announce the publication of the new treatise Corporate Valuation in Mergers and Acquisitions.

This book offers a solid primer on the legal, finance, accounting, and economic aspects of valuation in merger and acquisition (“M&A”) transactions. It addresses a wide range of issues that can arise in the process of evaluating a target or acquirer in an M&A transaction. The book also provides helpful reference materials in each chapter that the reader may consult when facing a particular issue, along with many documentary appendices relating to valuation issues.

Notably, the book covers the following important topics:

Basic business and regulatory M&A principles (see Chapter 1)
Valuation due diligence (see Chapter 3)
The process for determining a target’s value (see Chapter 4)
The Relative Valuation Techniques (see Chapter 15)
Valuation issues in management-led leveraged buyouts of publicly held companies (see Chapter 18)
The valuation of commercial banks (see Chapter 19)
Arbitrage Pricing and Adjusted Present Value Models (see Chapter 20)

In addition, the book examines the role of investment bankers, valuation experts, and the courts in several instructive M&A cases.

We are excited to share this new title with you!

PLUS Subscribers can access this title with their subscription.

Order a print copy today.

Is your library interested in subscribing to PLI’s Standing Order Plan (SOP)? SOP subscribers automatically receive print copies of new titles to review upon release. If you decide to keep the title, you will receive a discount up to 25% off the title and all future supplements. Call 877.900.5291 or email libraryrelations@pli.edu to learn more.

Treatise Update – Hedge Fund Regulation (Second Edition)

Hedge Fund Regulation offers a thorough examination of hedge funds and the ever-changing regulations that impact their structure, activities, and operations. Hedge fund counsel and financial industry stakeholders will find invaluable pointers on Regulations D, S, and other statutes; anti-money laundering and privacy compliance; highly-regulated investors; complex assets and transactions; and federal agency reporting requirements. The guide includes flowcharts and checklists that cover investment advisor registration, CPO annual reporting, and recordkeeping requirements.

Highlights from the updated release include:

Rationale for Regulation: Updated analysis concerning the SEC’s regulatory shift towards more substantive regulation of investment advisers (see section 3:4).
Marketing the Manager: Added discussion of recent SEC enforcement activity regarding the Marketing Rule (see section 6:2.1[B][4][e][iv]).
Compliance: Extensive revisions to cover the new rules and rule amendments under the Investment Advisers Act that substantially modify existing regulatory requirements and create new compliance obligations for investment advisers to private funds (see section 13:8). Updated discussion of SEC examinations of investment advisers (see section 13:14).
Books and Records: Revisions address new SEC books and records requirements related to recent major modifications to the Investment Advisers Act. Updated analysis of recent significant changes to Form PF (see section 14:3.2).

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PLI PLUS subscribers can access this title through their subscription.

Treatise Update – Financial Product Fundamentals: Law, Business, Compliance (Second Edition)

Financial Product Fundamentals offers a comprehensive dive into the regulatory, pricing, marketing, and viability issues surrounding registered offerings. It also provides the legal fundamentals underlying private placements, real estate investment trusts, hedge and exchange-traded funds, and other registered offering types. The book gives pointers on completing and filing Forms F-1 and 20-F, navigating policy closings, devising IPO timelines, and more. In addition, this compendium addresses the Dodd-Frank Act, SEC actions, foreign broker-dealers, advertising in connection with prospectuses, insurance-linked securities, and life settlements.

Highlights from the updated release include:

Alternative Capital Raising for Public Companies: Revision covers the settlement cycle for ATM offerings (see section 2A:2.2[E]).
International Securities Offerings: New discussion covers the Holding Foreign Companies Accountable Act (see section 3:13).
Special Purpose Acquisition Companies: New discussions cover the adoption of a U.S. federal excise tax on corporate share repurchases (see section 5A:8.4); the 2022–2023 SPACs special meetings for approval of business combinations and extensions of business combination deadlines and liquidations (see section 5A:8.5); the ratification actions in Delaware (see section 5A:8.6); and restructurings and re-SPACs (see section 5A:8.7).
Sustainable Finance: Extensive updates to Chapter 5, with new coverage of sustainability-linked loan documentation guidance (see section 5B:4.4); the EU Corporate Sustainability Reporting Directive, which came into force in January 2023 (see section 5B:5.3); and the EU green bond standard (see section 5B:5.4).
Exchange-Traded Funds: Revisions cover Rule 12d1-4 under the Investment Company Act, a new rule designed to streamline and enhance the regulatory framework for funds that invest in other funds (“funds of funds”) (see section 17:3.3).