Drafting Wills, Trusts, and Other Estate Planning Documents

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Publisher : Bradford Publishing Company
ISBN 13 : 1932779418
Total Pages : 184 pages
Book Rating : 4.9/5 (327 download)

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Book Synopsis Drafting Wills, Trusts, and Other Estate Planning Documents by : Kevin D. Millard

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:

The Fundamentals of Estate Planning

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Publisher :
ISBN 13 : 9781611635157
Total Pages : 0 pages
Book Rating : 4.6/5 (351 download)

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Book Synopsis The Fundamentals of Estate Planning by : Angela M. Vallario

Download or read book The Fundamentals of Estate Planning written by Angela M. Vallario and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.

The Fundamentals of Estate Planning (Maryland)

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Publisher :
ISBN 13 : 9781531026967
Total Pages : 0 pages
Book Rating : 4.0/5 (269 download)

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Book Synopsis The Fundamentals of Estate Planning (Maryland) by : ANGELA. VALLARIO

Download or read book The Fundamentals of Estate Planning (Maryland) written by ANGELA. VALLARIO and published by . This book was released on 2023-10-31 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The third edition of Fundamentals of Estate Planning (Maryland) is a unique combination of theory and practice written for those studying or practicing estate planning in the state of Maryland as well as students preparing for the Uniform Bar Exam. The third edition reorganized concepts to reflect the academic teaching of a basic trusts and estates course. The book adds practical suggestions on drafting provisions used in estate planning documents along with theory, Maryland and Uniform Probate Code statutes, and cases from multiple jurisdictions. The book is the perfect match between academic theory and a practitioner's formbook in that the student or attorney has a legal foundation for drafting relevant provisions used in wills, trusts, powers of attorney, and advance directives. The third edition has been expanded to incorporate a chapter on special purpose trusts including gun trusts and special needs trusts. The special purpose chapter includes sample revocable trust used for firearm ownership as well as disability planning. An expanded chapter on elder law provides an overview of law impacting elders such as Social Security, Social Security Disability Income, veterans benefits, planning for long term care with Medicaid, and guardianship. In the elder law chapter students and attorneys are exposed to a separate but related practice area that can be further explored by the reader. Part II of the third edition introduces the student or attorney to federal estate planning and is the ideal resource to teach a course in federal estate tax planning as well as an introduction to the attorney of the relevant Internal Revenue Code provisions and prominent cases used to avoid, minimize, and defer federal estate taxes. Chapters with illustrations are provided to explain basic estate planning tools of non-taxable gifts, credit shelter trust, marital deduction, and life insurance trusts. The third edition added Maryland's new elective share legislation as well as recently enacted changes to Maryland's statutory power of attorney forms. This book brings the trusts and estates practice into the classroom. The practical problems and illustrations with suggested responses explain the material at a sophisticated, yet accessible, level.

Fundamentals of Estate Planning and Drafting of Wills and Trusts

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Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (19 download)

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Book Synopsis Fundamentals of Estate Planning and Drafting of Wills and Trusts by : University of Oklahoma. Continuing Legal Education

Download or read book Fundamentals of Estate Planning and Drafting of Wills and Trusts written by University of Oklahoma. Continuing Legal Education and published by . This book was released on 1973 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Planning and Drafting of Wills and Trusts

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Publisher :
ISBN 13 :
Total Pages : 484 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Planning and Drafting of Wills and Trusts by : Thomas L. Shaffer

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.

Fundamentals of Estate Planning and Drafting of Wills and Trusts

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Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (19 download)

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Book Synopsis Fundamentals of Estate Planning and Drafting of Wills and Trusts by : University of Oklahoma. Continuing Legal Education

Download or read book Fundamentals of Estate Planning and Drafting of Wills and Trusts written by University of Oklahoma. Continuing Legal Education and published by . This book was released on 1971 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Fundamentals of Estate Planning and Drafting of Wills and Trusts

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Author :
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (19 download)

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Book Synopsis Fundamentals of Estate Planning and Drafting of Wills and Trusts by : Eugene O. Kuntz

Download or read book Fundamentals of Estate Planning and Drafting of Wills and Trusts written by Eugene O. Kuntz and published by . This book was released on 1972 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning and Drafting

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Publisher : West Academic Publishing
ISBN 13 : 9781647086596
Total Pages : 817 pages
Book Rating : 4.0/5 (865 download)

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Book Synopsis Estate Planning and Drafting by : JEFFREY N. PENNELL

Download or read book Estate Planning and Drafting written by JEFFREY N. PENNELL and published by West Academic Publishing. This book was released on 2020-10-22 with total page 817 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.

Estate Planning For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1394158564
Total Pages : 407 pages
Book Rating : 4.3/5 (941 download)

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Book Synopsis Estate Planning For Dummies by : Jordan S. Simon

Download or read book Estate Planning For Dummies written by Jordan S. Simon and published by John Wiley & Sons. This book was released on 2023-03-06 with total page 407 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Wills, Trusts, and Estates

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Publisher : Aspen Publishing
ISBN 13 :
Total Pages : 736 pages
Book Rating : 4.8/5 (861 download)

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Book Synopsis Wills, Trusts, and Estates by : Reid Kress Weisbord

Download or read book Wills, Trusts, and Estates written by Reid Kress Weisbord and published by Aspen Publishing. This book was released on 2024 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This Trusts and Estates casebook provides the fundamentals in an accessible and straightforward manner. Designed with particular attention toward new professors and those looking for a shorter book that covers all the crucial aspects of trusts and estates practice"--

Washington Estate Planning & Will Drafting Fundamentals

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Publisher :
ISBN 13 :
Total Pages : 184 pages
Book Rating : 4.:/5 (794 download)

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Book Synopsis Washington Estate Planning & Will Drafting Fundamentals by : Elizabeth Berns

Download or read book Washington Estate Planning & Will Drafting Fundamentals written by Elizabeth Berns and published by . This book was released on 2004 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning and Drafting Fundamentals

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Publisher :
ISBN 13 :
Total Pages : 223 pages
Book Rating : 4.:/5 (85 download)

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Book Synopsis Estate Planning and Drafting Fundamentals by : Steven M. Jankower

Download or read book Estate Planning and Drafting Fundamentals written by Steven M. Jankower and published by . This book was released on 2006 with total page 223 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Basic Wills, Trusts, and Estates for Paralegals

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Publisher : Aspen Publishing
ISBN 13 : 154384765X
Total Pages : 568 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Basic Wills, Trusts, and Estates for Paralegals by : Jeffrey A. Helewitz

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.

The Wills and Trusts Kit

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Publisher : Sphinx Publishing
ISBN 13 : 9781572485181
Total Pages : 0 pages
Book Rating : 4.4/5 (851 download)

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Book Synopsis The Wills and Trusts Kit by : Douglas Godbe

Download or read book The Wills and Trusts Kit written by Douglas Godbe and published by Sphinx Publishing. This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Wills and Trusts Kit covers everything from the basics of wills and trusts to general estate planning.

Estate Planning & Will Drafting

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Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (232 download)

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Book Synopsis Estate Planning & Will Drafting by :

Download or read book Estate Planning & Will Drafting written by and published by . This book was released on 1991 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

New Jersey Estate Planning, Will Drafting and Estate Administration Forms

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Publisher :
ISBN 13 : 9780327131724
Total Pages : pages
Book Rating : 4.1/5 (317 download)

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Book Synopsis New Jersey Estate Planning, Will Drafting and Estate Administration Forms by : Alvin C. Martin

Download or read book New Jersey Estate Planning, Will Drafting and Estate Administration Forms written by Alvin C. Martin and published by . This book was released on 1993-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Wills & Trusts Kit For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1119832209
Total Pages : 416 pages
Book Rating : 4.1/5 (198 download)

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Book Synopsis Wills & Trusts Kit For Dummies by : Aaron Larson

Download or read book Wills & Trusts Kit For Dummies written by Aaron Larson and published by John Wiley & Sons. This book was released on 2021-10-06 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: Enjoy peace of mind knowing that your assets will pass to your family according to your wishes Regardless of your age or income, writing a legal will is one of the greatest gifts you can give your family. But where do you begin? Wills & Trusts Kit For Dummies walks you through the most important considerations to have in mind when you’re deciding what will happen to your estate when you’re gone. Writing a will or setting up a trust isn’t as fun as binge watching the latest hot web series, but this book makes the task a little less daunting. Find out who needs a will or trust (spoiler alert: everyone!), when you should create one, and how to take the first steps. Handy online content includes practical worksheets, forms, and templates that simplify and explain the process of estate planning in language that doesn’t require a legal education to understand. With the help of Wills & Trusts Kit For Dummies, you’ll have a document that details your final wishes before you know it. Navigate probate, tax, and state laws that govern how property is passed to the next generation Avoid the most common estate planning pitfalls and mistakes Choose qualified professionals and specialists to help you make the best decisions for your family Designate a guardian for your children and plan for their financial needs You deserve to know that your loved ones will be properly taken care of when you’re no longer with them. Wills & Trusts Kit For Dummies delivers straightforward guidance and peace of mind on a subject that, sooner or later, we all must face.