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Author : Practising Law Institute
Publisher :
ISBN 13 :
Total Pages : 244 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning & Will Drafting for Your Key Clients written by Practising Law Institute and published by . This book was released on 1969 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Practising Law Institute
Publisher :
ISBN 13 :
Total Pages : 204 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning & Will Drafting for Your Key Clients, 2d written by Practising Law Institute and published by . This book was released on 1971 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Denis Clifford
Publisher : NOLO
ISBN 13 : 9780873375801
Total Pages : 476 pages
Book Rating : 4.3/5 (758 download)
Download or read book Plan Your Estate written by Denis Clifford and published by NOLO. This book was released on 2000 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.
Author : Kevin D. Millard
Publisher : Bradford Publishing Company
ISBN 13 : 1932779418
Total Pages : 184 pages
Book Rating : 4.9/5 (327 download)
Download or read book Drafting Wills, Trusts, and Other Estate Planning Documents written by Kevin D. Millard and published by Bradford Publishing Company. This book was released on 2006 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : WEST GROUP
Publisher : Aspatore Books
ISBN 13 : 9780314264251
Total Pages : 84 pages
Book Rating : 4.2/5 (642 download)
Download or read book Strategies for Trusts and Estates in California written by WEST GROUP and published by Aspatore Books. This book was released on 2010 with total page 84 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author : Thomas L. Shaffer
Publisher :
ISBN 13 :
Total Pages : 484 pages
Book Rating : 4.F/5 ( download)
Download or read book The Planning and Drafting of Wills and Trusts written by Thomas L. Shaffer and published by . This book was released on 2007 with total page 484 pages. Available in PDF, EPUB and Kindle. Book excerpt: This text provides a comprehensive guide to the planning of wills and estates. It discusses the subject matter in a functional, real-world context.
Author : Jeffrey A. Helewitz
Publisher : Aspen Publishing
ISBN 13 : 154384765X
Total Pages : 568 pages
Book Rating : 4.5/5 (438 download)
Download or read book Basic Wills, Trusts, and Estates for Paralegals written by Jeffrey A. Helewitz and published by Aspen Publishing. This book was released on 2022-09-14 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt: Helewitz’s Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.
Author : Leigh-Alexandra Basha
Publisher :
ISBN 13 : 9781627222679
Total Pages : 828 pages
Book Rating : 4.2/5 (226 download)
Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."
Author : John H. Clymer
Publisher :
ISBN 13 : 9780327007975
Total Pages : 2000 pages
Book Rating : 4.0/5 (79 download)
Download or read book Massachusetts Estate Planning, Will Drafting and Estate Administration Forms written by John H. Clymer and published by . This book was released on 1998-12-01 with total page 2000 pages. Available in PDF, EPUB and Kindle. Book excerpt: This exhaustive, two-volume work weaves insightful commentary around a comprehensive set of forms & checklists, providing starting points for drafting documents or planning the disposition of a client's assets. The authors pull together all the primary legal sources & discuss & analyze extensively estate planning & administration issues.
Author : Colleen Cowles
Publisher : Section of General Practice
ISBN 13 :
Total Pages : 326 pages
Book Rating : 4.F/5 ( download)
Download or read book The Effective Estate Planning Practice written by Colleen Cowles and published by Section of General Practice. This book was released on 2001 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher : Aspatore Books
ISBN 13 : 9780314277985
Total Pages : 0 pages
Book Rating : 4.2/5 (779 download)
Download or read book Estate Planning Client Strategies written by and published by Aspatore Books. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on key tips for developing estate plans to best meet client needs. Featuring experienced partners from law firms across the nation, these experts guide the reader through some of the common challenges facing trusts and estates lawyers in todays legal climate. These top lawyers offer advice on creating business succession plans, utilizing trusts to protect client assets, and navigating the uncertainty surrounding the federal estate tax. From shifting family dynamics to recent developments in the law, these experts reveal proven strategies for drafting estate plans that are flexible enough to provide for the possibility of unanticipated changes in the future. Additionally, these leaders discuss issues that commonly arise in probate and comment on how probate can be a useful device to resolve various legal issues. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this ever-evolving area of law.
Author : Mary L. Barrow
Publisher :
ISBN 13 : 9781370814817
Total Pages : pages
Book Rating : 4.8/5 (148 download)
Download or read book Estate Planning for the Savvy Client written by Mary L. Barrow and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you!
Author :
Publisher :
ISBN 13 : 9780314207371
Total Pages : 0 pages
Book Rating : 4.2/5 (73 download)
Download or read book Estate Planning Client Strategies written by and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies is an authoritative, insiders perspective on key strategies for establishing and updating estate plans in our changing economic environment. Featuring partners from law firms around the nation, these experts guide the reader through the different phases of the estate planning process and offer strategies on how to best work with clients at each stage. These top lawyers reveal their advice on understanding clients goals, managing documentation, and addressing common misconceptions. From Irrevocable Life Insurance Trusts (ILIT) to Grantor Retained Annuity Trusts (GRAT), these authors also discuss some of the most common trust types and the circumstances under which to use each type of trust. Additionally, these leaders describe best practices for responding to ongoing challenges in estate planning, including tax developments, relocation issues, and the changing economic climate. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author : Wayne M. Gazur
Publisher : Aspen Publishing
ISBN 13 : 1454869003
Total Pages : 576 pages
Book Rating : 4.4/5 (548 download)
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Author : P Jacqueline Cooper
Publisher : Cryptomom2 Consulting
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.9/5 (895 download)
Download or read book The Essential Digital Asset Organizer For Attorneys & Clients written by P Jacqueline Cooper and published by Cryptomom2 Consulting. This book was released on 2024-03-28 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Digital Asset Organizer for attorneys and consumers is a revolutionary tool designed to meet the growing needs of modern estate planning, will drafting, bankruptcy proceedings, and divorce discovery. This comprehensive digital organizer streamlines the management and organization of digital assets, a critical component in today's increasingly online world. Digital assets encompass a wide range of electronic materials including social media accounts, online banking information, cryptocurrency holdings, digital photographs, and any other valuable online accounts or properties. For attorneys, the Digital Asset Organizer serves as an indispensable resource in ensuring all aspects of a client's digital legacy are accounted for and properly integrated into legal documents such as wills and estate plans. It aids in the meticulous process of asset discovery, ensuring that nothing is overlooked in bankruptcy cases or during the division of assets in divorce proceedings. The tool's intuitive design allows legal professionals and individuals to efficiently catalog and manage digital footprints, safeguarding digital inheritance and ensuring compliance with the latest legal standards. For consumers, this platform demystifies the process of digital asset management. It provides a user-friendly interface where individuals can securely compile, organize, and manage access to their digital assets. This not only prepares them for future legal planning but also offers peace of mind knowing that their digital legacy is well-organized and accessible to designated executors or beneficiaries. Consumers can benefit from guided processes that help identify and categorize various types of digital assets, making it easier to incorporate them into wills and estate plans. Key features of the Digital Asset Organizer include easy-to-navigate organization pages for both attorneys and consumers, and templates that cater to the unique needs of estate planning, bankruptcy, and divorce discovery. Moreover, it facilitates seamless communication between clients and attorneys, enhancing efficiency and clarity throughout the legal planning process. In an era where digital assets are becoming as significant as tangible properties, the Digital Asset Organizer emerges as a must-have tool for modern legal practices and for individuals seeking to ensure the comprehensive management of their digital legacy. Its adoption can significantly reduce the complexity and oversight risk in legal proceedings, positioning it as a cornerstone of future legal and estate planning.
Author : Irving Kellogg
Publisher :
ISBN 13 :
Total Pages : 340 pages
Book Rating : 4.F/5 ( download)
Download or read book Managing an Estate Planning Practice written by Irving Kellogg and published by . This book was released on 1978 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Denis Clifford
Publisher : NOLO
ISBN 13 : 9781413316216
Total Pages : 0 pages
Book Rating : 4.3/5 (162 download)
Download or read book Estate Planning Basics written by Denis Clifford and published by NOLO. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.
