A Practical Guide to Drafting Irrevocable Life Insurance Trusts

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Author :
Publisher : American Law Institute-American Bar Association(ALI-ABA)
ISBN 13 : 9780831814175
Total Pages : 365 pages
Book Rating : 4.8/5 (141 download)

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Book Synopsis A Practical Guide to Drafting Irrevocable Life Insurance Trusts by : Sebastian V. Grassi

Download or read book A Practical Guide to Drafting Irrevocable Life Insurance Trusts written by Sebastian V. Grassi and published by American Law Institute-American Bar Association(ALI-ABA). This book was released on 2003-04 with total page 365 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Irrevocable Life Insurance Trust

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Author :
Publisher : American Bar Association
ISBN 13 : 9781616328979
Total Pages : 0 pages
Book Rating : 4.3/5 (289 download)

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Book Synopsis The Irrevocable Life Insurance Trust by : Lawrence Brody

Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Understand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.

Practical Guide to Estate Planning 2012

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Author :
Publisher : CCH Incorporated
ISBN 13 : 9780808026037
Total Pages : 1034 pages
Book Rating : 4.0/5 (26 download)

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Book Synopsis Practical Guide to Estate Planning 2012 by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning 2012 written by Ray D. Madoff and published by CCH Incorporated. This book was released on 2011-10 with total page 1034 pages. Available in PDF, EPUB and Kindle. Book excerpt: It provides an overview of estate planning, offering the widestvariety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It's scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, including the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy and a qualified personal residence trust (QPRT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.

Practical Guide to Estate Planning (2022)

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Author :
Publisher :
ISBN 13 : 9780808056348
Total Pages : pages
Book Rating : 4.0/5 (563 download)

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Book Synopsis Practical Guide to Estate Planning (2022) by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning (2022) written by Ray D. Madoff and published by . This book was released on 2021-07-28 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.

The Irrevocable Life Insurance Trust

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Author :
Publisher : Real Property Probate and Trust Law American Bar Association
ISBN 13 :
Total Pages : 204 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Irrevocable Life Insurance Trust by : Lawrence Brody

Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by Real Property Probate and Trust Law American Bar Association. This book was released on 1999 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Practical Guide to Drafting Marital Deduction Trusts

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Author :
Publisher : American Law Institute-American Bar Association(ALI-ABA)
ISBN 13 : 9780831808587
Total Pages : 634 pages
Book Rating : 4.8/5 (85 download)

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Book Synopsis A Practical Guide to Drafting Marital Deduction Trusts by : Sebastian V. Grassi

Download or read book A Practical Guide to Drafting Marital Deduction Trusts written by Sebastian V. Grassi and published by American Law Institute-American Bar Association(ALI-ABA). This book was released on 2004-10 with total page 634 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to be a practical aid for lawyers dealing with estate planning.

Practical Guide to Estate Planning, 2018 Edition

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Author :
Publisher :
ISBN 13 : 9780808047025
Total Pages : 0 pages
Book Rating : 4.0/5 (47 download)

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Book Synopsis Practical Guide to Estate Planning, 2018 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2018 Edition written by Ray D. Madoff and published by . This book was released on 2017-10-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.

Practical Guide to Estate Planning, 2016 Edition

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Author :
Publisher :
ISBN 13 : 9780808041252
Total Pages : 0 pages
Book Rating : 4.0/5 (412 download)

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Book Synopsis Practical Guide to Estate Planning, 2016 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2016 Edition written by Ray D. Madoff and published by . This book was released on 2015-10-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced pr

The Irrevocable Life Insurance Trust

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Author :
Publisher :
ISBN 13 : 9781641055161
Total Pages : pages
Book Rating : 4.0/5 (551 download)

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Book Synopsis The Irrevocable Life Insurance Trust by : Lawrence Brody

Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "This volume provides sample forms for use by the drafting attorney for trusts. The drafting attorney is referred to relevant portions of companion volumes in The Insurance Counselor series. Forms are accompanied by "plain English" outlines designed to provide non-technical guidance"--

Practical Guide to Estate Planning, 2021 Edition

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Author :
Publisher :
ISBN 13 : 9780808055013
Total Pages : pages
Book Rating : 4.0/5 (55 download)

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Book Synopsis Practical Guide to Estate Planning, 2021 Edition by : Ray D Madoff

Download or read book Practical Guide to Estate Planning, 2021 Edition written by Ray D Madoff and published by . This book was released on 2020-10-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field. The 2021 edition addresses the rules involved in estate planning, the various ways in which estates may be structured to achieve desired tax effects, and a new section discussing deductibility of cash gifts to public charities under the coronavirus (COVID-19) legislation. In addition, the chapter entitled "Estate Planning with Retirement Benefits" contains complete coverage of the SECURE Act.

Trust Drafting Series

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Author :
Publisher :
ISBN 13 :
Total Pages : 130 pages
Book Rating : 4.:/5 (538 download)

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Book Synopsis Trust Drafting Series by : Marc A. Chorney

Download or read book Trust Drafting Series written by Marc A. Chorney and published by . This book was released on 2002 with total page 130 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Practical Guide to Estate Planning, 2024 Edition

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Author :
Publisher :
ISBN 13 : 9780808059103
Total Pages : 0 pages
Book Rating : 4.0/5 (591 download)

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Book Synopsis Practical Guide to Estate Planning, 2024 Edition by : D Madoff Ray

Download or read book Practical Guide to Estate Planning, 2024 Edition written by D Madoff Ray and published by . This book was released on 2023-07-26 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Practical Guide to Estate Planning (2022) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format. Features of Practical Guide to Estate Planning (2022) Practical Guide to Estate Planning (2022) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation. The layout of this book reflects the authors' emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts. At the end of Practical Guide to Estate Planning (2022), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include: Living trust Irrevocable life insurance trust Annual exclusion trust Pour-over will Will with outright dispositions Codicil Living will Charitable remainder unitrust Durable power of attorne Health care proxy Qualified personal residence trust (QPRT) Grantor retained annuity trust (GRAT) The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout. Benefits of Using Practical Guide to Estate Planning (2022) With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams, and charts, make it a work that will be useful to both the newcomer and tenured tax practitioner. It was written by a respected group of authors with extensive experience in the field, including: Ray D. Madoff, J.D., LL.M. Cornelia R. Tenney, J.D., LL.M. Martin A. Hall, J.D. Lisa Nalchajian Mingolla, J.D., LL.M. By using Practical Guide to Estate Planning (2022), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available. Order Practical Guide to Estate Planning (2022) Today Wolters Kluwer interprets tax laws and provides tax and accounting professionals the best solutions possible to successfully navigate the ever-changing tax landscape. Order your copy online.

Practical Guide to Estate Planning, 2023 Edition

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Author :
Publisher :
ISBN 13 : 9780808057376
Total Pages : 936 pages
Book Rating : 4.0/5 (573 download)

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Book Synopsis Practical Guide to Estate Planning, 2023 Edition by : Ray Madoff

Download or read book Practical Guide to Estate Planning, 2023 Edition written by Ray Madoff and published by . This book was released on 2022-07-26 with total page 936 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Practical Guide to Estate Planning (2022) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format. Features of Practical Guide to Estate Planning (2022) Practical Guide to Estate Planning (2022) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation. The layout of this book reflects the authors' emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts. At the end of Practical Guide to Estate Planning (2022), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include: Living trust Irrevocable life insurance trust Annual exclusion trust Pour-over will Will with outright dispositions Codicil Living will Charitable remainder unitrust Durable power of attorne Health care proxy Qualified personal residence trust (QPRT) Grantor retained annuity trust (GRAT) The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout. Benefits of Using Practical Guide to Estate Planning (2022) With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams, and charts, make it a work that will be useful to both the newcomer and tenured tax practitioner. It was written by a respected group of authors with extensive experience in the field, including: Ray D. Madoff, J.D., LL.M. Cornelia R. Tenney, J.D., LL.M. Martin A. Hall, J.D. Lisa Nalchajian Mingolla, J.D., LL.M. By using Practical Guide to Estate Planning (2022), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available. Order Practical Guide to Estate Planning (2022) Today Wolters Kluwer interprets tax laws and provides tax and accounting professionals the best solutions possible to successfully navigate the ever-changing tax landscape. Order your copy online.

Irrevocable Life Insurance Trusts

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Author :
Publisher :
ISBN 13 :
Total Pages : 97 pages
Book Rating : 4.:/5 (65 download)

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Book Synopsis Irrevocable Life Insurance Trusts by : William L. Babcock

Download or read book Irrevocable Life Insurance Trusts written by William L. Babcock and published by . This book was released on 2005 with total page 97 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Practical Guide to Estate Planning, 2020 Edition

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Author :
Publisher :
ISBN 13 : 9780808052623
Total Pages : 0 pages
Book Rating : 4.0/5 (526 download)

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Book Synopsis Practical Guide to Estate Planning, 2020 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2020 Edition written by Ray D. Madoff and published by . This book was released on 2019-10-21 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field. The 2020 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area.

Practical Guide to Estate Planning, 2017 Edition

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Author :
Publisher : CCH Incorporated
ISBN 13 : 9780808045229
Total Pages : 0 pages
Book Rating : 4.0/5 (452 download)

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Book Synopsis Practical Guide to Estate Planning, 2017 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2017 Edition written by Ray D. Madoff and published by CCH Incorporated. This book was released on 2016-10-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widestdiscussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field.The 2016 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area.

Practical Guide to Estate Planning, 2019 Edition

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Author :
Publisher :
ISBN 13 : 9780808050315
Total Pages : pages
Book Rating : 4.0/5 (53 download)

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Book Synopsis Practical Guide to Estate Planning, 2019 Edition by : Ray D Madoff

Download or read book Practical Guide to Estate Planning, 2019 Edition written by Ray D Madoff and published by . This book was released on 2018-10-19 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.