Flexible Trusts and Estates for Uncertain Times

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Author :
Publisher : American Law Institute-American Bar Association(ALI-ABA)
ISBN 13 :
Total Pages : 400 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Flexible Trusts and Estates for Uncertain Times by : Jerold I. Horn

Download or read book Flexible Trusts and Estates for Uncertain Times written by Jerold I. Horn and published by American Law Institute-American Bar Association(ALI-ABA). This book was released on 2003 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Flexible Trusts and Estates for Uncertain Times, Third Edition

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Author :
Publisher : Amer Law Inst
ISBN 13 : 9780831800000
Total Pages : 912 pages
Book Rating : 4.8/5 ( download)

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Book Synopsis Flexible Trusts and Estates for Uncertain Times, Third Edition by : Jerald I. Horn

Download or read book Flexible Trusts and Estates for Uncertain Times, Third Edition written by Jerald I. Horn and published by Amer Law Inst. This book was released on 2007-03 with total page 912 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Flexible Trusts and Estates for Uncertain Times

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Author :
Publisher :
ISBN 13 :
Total Pages : 920 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Flexible Trusts and Estates for Uncertain Times by : Jerold I. Horn

Download or read book Flexible Trusts and Estates for Uncertain Times written by Jerold I. Horn and published by . This book was released on 2007 with total page 920 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Sophisticated Estate Planning for Uncertain Times

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Author :
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (489 download)

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Book Synopsis Sophisticated Estate Planning for Uncertain Times by : Charles F. Newlin

Download or read book Sophisticated Estate Planning for Uncertain Times written by Charles F. Newlin and published by . This book was released on 2001 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Loring and Rounds

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Author :
Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543837050
Total Pages : 1916 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Loring and Rounds by : Jr. Charles E. Rounds

Download or read book Loring and Rounds written by Jr. Charles E. Rounds and published by Wolters Kluwer Law & Business. This book was released on 2022-01-31 with total page 1916 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook (2022) is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook (2022) is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: In the 2022 Edition, there are 91 judicial-decision references and 186 footnotes that were not in the 2021 Edition. Forty pre-existing footnotes have been revised along with their accompanying texts. There has been a major across-the-board expansion, re-organization, renovation, consolidation, coordination, and updating of the content devoted to the intersection of trust law and constitutional (U.S.) law. We have, for example, opened up a whole new section devoted entirely to relevant taking and due process jurisprudence. See §5.3.1A and its sub-sections. The Handbook's treatment of the Domestic Asset Protection Trust (DAPT) has been beefed up and consolidated in §9.28. While the Handbook has had much to say about the equitable doctrine of unclean hands as it pertains to trustee conduct, there has been little on its applicability to beneficiary conduct. This oversight has been corrected. See §§ 5.5 & 7.1.9. All this, and much more is included in the 2022 Edition of the Handbook.

Loring and Rounds

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1454856750
Total Pages : 1874 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Loring and Rounds by : Charles E. Rounds, Jr.

Download or read book Loring and Rounds written by Charles E. Rounds, Jr. and published by Wolters Kluwer. This book was released on 2015-12-18 with total page 1874 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages--is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2016 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property

Loring and Rounds: A Trustee's Handbook, 2021 Edition

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1543818676
Total Pages : 1884 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2021 Edition by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2021 Edition written by Rounds and published by Wolters Kluwer. This book was released on 2020-12-11 with total page 1884 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the 2021 Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071787909
Total Pages : 369 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E by : Robert A. Esperti

Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL)

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1454899727
Total Pages : 1830 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL) by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2018-12-17 with total page 1830 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2019 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2018 Edition, ISBN 9781454883883

Estate & Trust Administration For Dummies

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119543851
Total Pages : 432 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Estate & Trust Administration For Dummies by : Margaret A. Munro

Download or read book Estate & Trust Administration For Dummies written by Margaret A. Munro and published by John Wiley & Sons. This book was released on 2018-11-27 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummies guides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL)

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 145487158X
Total Pages : 1902 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2016-12-19 with total page 1902 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property

Your Living Trust & Estate Plan

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Author :
Publisher : Simon and Schuster
ISBN 13 : 1621533913
Total Pages : 352 pages
Book Rating : 4.6/5 (215 download)

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Book Synopsis Your Living Trust & Estate Plan by : Harvey J. Platt

Download or read book Your Living Trust & Estate Plan written by Harvey J. Platt and published by Simon and Schuster. This book was released on 2013-09-13 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

Loring and Rounds: A Trustee's Handbook, 2024 Edition

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Author :
Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543880029
Total Pages : 1942 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2024 Edition by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2024 Edition written by Rounds and published by Wolters Kluwer Law & Business. This book was released on with total page 1942 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL)

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1543811345
Total Pages : 1864 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL) by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2019-11-21 with total page 1864 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2020 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Previous Edition: Loring and Rounds: A Trustee's Handbook, 2019 Edition, ISBN 9781454899723

Estate and Trust Administration For Dummies

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 047045329X
Total Pages : 555 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Estate and Trust Administration For Dummies by : Margaret Atkins Munro

Download or read book Estate and Trust Administration For Dummies written by Margaret Atkins Munro and published by John Wiley & Sons. This book was released on 2008-11-24 with total page 555 pages. Available in PDF, EPUB and Kindle. Book excerpt: Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created. This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to: Understand executors’ and trustees’ duties Read and interpret important documents Properly execute an estate or trust Handle estates both large and small Get familiar with the probate process and estate taxes Identify different types of trusts Follow the deceased’s wishes — and the law Notify insurers and employers of a death Follow the steps for closing an estate Establish, fund, and change ownership of a trust Keep proper trust records Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.

Planning Techniques for Large Estates

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Author :
Publisher :
ISBN 13 :
Total Pages : 1108 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Planning Techniques for Large Estates by :

Download or read book Planning Techniques for Large Estates written by and published by . This book was released on 2007-11 with total page 1108 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Complete Book of Trusts, Prof. Edition

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Author :
Publisher :
ISBN 13 :
Total Pages : 440 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Complete Book of Trusts, Prof. Edition by : Martin M. Shenkman

Download or read book The Complete Book of Trusts, Prof. Edition written by Martin M. Shenkman and published by . This book was released on 1998-04-06 with total page 440 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything you need to know to protect your hard-earned assets This one-of-a-kind book covers 30 different types of trusts. It shows how to set up a trust to manage assets in the event of disability or death, avoid probate, secure assets from Medicaid and creditors, minimize or eliminate estate and other transfer taxes, financially protect loved ones, and more...all within in the confines of the law. Includes coverage of the new "Disclaimer Credit Shelter Trust", as well as expanded information on GPRTS, GRATS, and GRUTS MARTIN M. SHENKMAN, CAP, MBA, JD, (Teaneck, New Jersey) is an attorney specializing in estate planning and personal finance. He is also the author of The Estate Planning Guide and Real Estate After Tax Reform.