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 and Wealth Preservation

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Publisher :
ISBN 13 : 9780791334263
Total Pages : pages
Book Rating : 4.3/5 (342 download)

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Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel

Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Right of Publicity

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Publisher : Harvard University Press
ISBN 13 : 0674986350
Total Pages : 170 pages
Book Rating : 4.6/5 (749 download)

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Book Synopsis The Right of Publicity by : Jennifer Rothman

Download or read book The Right of Publicity written by Jennifer Rothman and published by Harvard University Press. This book was released on 2018-05-07 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who controls how one’s identity is used by others? This legal question, centuries old, demands greater scrutiny in the Internet age. Jennifer Rothman uses the right of publicity—a little-known law, often wielded by celebrities—to answer that question, not just for the famous but for everyone. In challenging the conventional story of the right of publicity’s emergence, development, and justifications, Rothman shows how it transformed people into intellectual property, leading to a bizarre world in which you can lose ownership of your own identity. This shift and the right’s subsequent expansion undermine individual liberty and privacy, restrict free speech, and suppress artistic works. The Right of Publicity traces the right’s origins back to the emergence of the right of privacy in the late 1800s. The central impetus for the adoption of privacy laws was to protect people from “wrongful publicity.” This privacy-based protection was not limited to anonymous private citizens but applied to famous actors, athletes, and politicians. Beginning in the 1950s, the right transformed into a fully transferable intellectual property right, generating a host of legal disputes, from control of dead celebrities like Prince, to the use of student athletes’ images by the NCAA, to lawsuits by users of Facebook and victims of revenge porn. The right of publicity has lost its way. Rothman proposes returning the right to its origins and in the process reclaiming privacy for a public world.

Income Taxation of Trusts and Estates

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Publisher :
ISBN 13 : 9781617469855
Total Pages : pages
Book Rating : 4.4/5 (698 download)

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Book Synopsis Income Taxation of Trusts and Estates by : Alan S. Acker

Download or read book Income Taxation of Trusts and Estates written by Alan S. Acker and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "... provides detailed coverage of the rules governing the income taxation of estates, trusts, and their beneficiaries"--Page iii.

Your Living Trust and Estate Plan 2012-2013

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Publisher : Skyhorse Publishing Inc.
ISBN 13 : 158115870X
Total Pages : 280 pages
Book Rating : 4.5/5 (811 download)

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Book Synopsis Your Living Trust and Estate Plan 2012-2013 by : Harvey J. Platt

Download or read book Your Living Trust and Estate Plan 2012-2013 written by Harvey J. Platt and published by Skyhorse Publishing Inc.. This book was released on 2011-11 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.

Estate Planning for Financial Planners

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Publisher :
ISBN 13 : 9780974894577
Total Pages : 530 pages
Book Rating : 4.8/5 (945 download)

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Book Synopsis Estate Planning for Financial Planners by : Michael A. Dalton

Download or read book Estate Planning for Financial Planners written by Michael A. Dalton and published by . This book was released on 2006 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Essentials of Personal Financial Planning

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Publisher : John Wiley & Sons
ISBN 13 : 1119421233
Total Pages : 448 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Essentials of Personal Financial Planning by : Susan M. Tillery

Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Federal Taxation of Trusts, Grantors, and Beneficiaries

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Author :
Publisher : Warren Gorham & Lamont
ISBN 13 :
Total Pages : 228 pages
Book Rating : 4.:/5 (42 download)

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Book Synopsis Federal Taxation of Trusts, Grantors, and Beneficiaries by : John L. Peschel

Download or read book Federal Taxation of Trusts, Grantors, and Beneficiaries written by John L. Peschel and published by Warren Gorham & Lamont. This book was released on 1989 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Why Startups Fail

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Publisher : Currency
ISBN 13 : 0593137027
Total Pages : 370 pages
Book Rating : 4.5/5 (931 download)

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Book Synopsis Why Startups Fail by : Tom Eisenmann

Download or read book Why Startups Fail written by Tom Eisenmann and published by Currency. This book was released on 2021-03-30 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want your startup to succeed, you need to understand why startups fail. “Whether you’re a first-time founder or looking to bring innovation into a corporate environment, Why Startups Fail is essential reading.”—Eric Ries, founder and CEO, LTSE, and New York Times bestselling author of The Lean Startup and The Startup Way Why do startups fail? That question caught Harvard Business School professor Tom Eisenmann by surprise when he realized he couldn’t answer it. So he launched a multiyear research project to find out. In Why Startups Fail, Eisenmann reveals his findings: six distinct patterns that account for the vast majority of startup failures. • Bad Bedfellows. Startup success is thought to rest largely on the founder’s talents and instincts. But the wrong team, investors, or partners can sink a venture just as quickly. • False Starts. In following the oft-cited advice to “fail fast” and to “launch before you’re ready,” founders risk wasting time and capital on the wrong solutions. • False Promises. Success with early adopters can be misleading and give founders unwarranted confidence to expand. • Speed Traps. Despite the pressure to “get big fast,” hypergrowth can spell disaster for even the most promising ventures. • Help Wanted. Rapidly scaling startups need lots of capital and talent, but they can make mistakes that leave them suddenly in short supply of both. • Cascading Miracles. Silicon Valley exhorts entrepreneurs to dream big. But the bigger the vision, the more things that can go wrong. Drawing on fascinating stories of ventures that failed to fulfill their early promise—from a home-furnishings retailer to a concierge dog-walking service, from a dating app to the inventor of a sophisticated social robot, from a fashion brand to a startup deploying a vast network of charging stations for electric vehicles—Eisenmann offers frameworks for detecting when a venture is vulnerable to these patterns, along with a wealth of strategies and tactics for avoiding them. A must-read for founders at any stage of their entrepreneurial journey, Why Startups Fail is not merely a guide to preventing failure but also a roadmap charting the path to startup success.

The New Retirement Savings Time Bomb

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Publisher : Penguin
ISBN 13 : 014313454X
Total Pages : 450 pages
Book Rating : 4.1/5 (431 download)

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Book Synopsis The New Retirement Savings Time Bomb by : Ed Slott

Download or read book The New Retirement Savings Time Bomb written by Ed Slott and published by Penguin. This book was released on 2021-03-02 with total page 450 pages. Available in PDF, EPUB and Kindle. Book excerpt: AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.

Strengthening Forensic Science in the United States

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Publisher : National Academies Press
ISBN 13 : 0309142393
Total Pages : 348 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Strengthening Forensic Science in the United States by : National Research Council

Download or read book Strengthening Forensic Science in the United States written by National Research Council and published by National Academies Press. This book was released on 2009-07-29 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt: Scores of talented and dedicated people serve the forensic science community, performing vitally important work. However, they are often constrained by lack of adequate resources, sound policies, and national support. It is clear that change and advancements, both systematic and scientific, are needed in a number of forensic science disciplines to ensure the reliability of work, establish enforceable standards, and promote best practices with consistent application. Strengthening Forensic Science in the United States: A Path Forward provides a detailed plan for addressing these needs and suggests the creation of a new government entity, the National Institute of Forensic Science, to establish and enforce standards within the forensic science community. The benefits of improving and regulating the forensic science disciplines are clear: assisting law enforcement officials, enhancing homeland security, and reducing the risk of wrongful conviction and exoneration. Strengthening Forensic Science in the United States gives a full account of what is needed to advance the forensic science disciplines, including upgrading of systems and organizational structures, better training, widespread adoption of uniform and enforceable best practices, and mandatory certification and accreditation programs. While this book provides an essential call-to-action for congress and policy makers, it also serves as a vital tool for law enforcement agencies, criminal prosecutors and attorneys, and forensic science educators.

At Peace

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Publisher : Grand Central Life & Style
ISBN 13 : 1478917431
Total Pages : 282 pages
Book Rating : 4.4/5 (789 download)

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Book Synopsis At Peace by : Samuel Harrington

Download or read book At Peace written by Samuel Harrington and published by Grand Central Life & Style. This book was released on 2018-02-06 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt: The authoritative, informative, and reassuring guide on end-of-life care for our aging population. Most people say they would like to die quietly at home. But overly aggressive medical advice, coupled with an unrealistic sense of invincibility or overconfidence in our health-care system, results in the majority of elderly patients misguidedly dying in institutions. Many undergo painful procedures instead of having the better and more peaceful death they deserve. At Peace outlines specific active and passive steps that older patients and their health-care proxies can take to ensure loved ones live their last days comfortably at home and/or in hospice when further aggressive care is inappropriate. Through Dr. Samuel Harrington's own experience with the aging and deaths of his parents and of working with patients, he describes the terminal patterns of the six most common chronic diseases; how to recognize a terminal diagnosis even when the doctor is not clear about it; how to have the hard conversation about end-of-life wishes; how to minimize painful treatments; when to seek hospice care; and how to deal with dementia and other special issues. Informed by more than thirty years of clinical practice, Dr. Harrington came to understand that the American health-care system wasn't designed to treat the aging population with care and compassion. His work as a hospice trustee and later as a hospital trustee drove his passion for helping patients make appropriate end-of-life decisions.

Rattiner's Secrets of Financial Planning

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Publisher : John Wiley & Sons
ISBN 13 : 1119594278
Total Pages : 384 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Rattiner's Secrets of Financial Planning by : Jeffrey H. Rattiner

Download or read book Rattiner's Secrets of Financial Planning written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2020-10-06 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.

PPC's Guide to Practical Estate Planning

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Publisher :
ISBN 13 : 9780764629754
Total Pages : pages
Book Rating : 4.6/5 (297 download)

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Book Synopsis PPC's Guide to Practical Estate Planning by : Practitioners Publishing Co. Staff

Download or read book PPC's Guide to Practical Estate Planning written by Practitioners Publishing Co. Staff and published by . This book was released on 2005-07-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Contains technical guidance and practice aids for CPS's and other professionals who offer Estate Planning to clients.

Charitable Trusts, Third Edition

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Publisher :
ISBN 13 : 9781949831221
Total Pages : pages
Book Rating : 4.8/5 (312 download)

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Book Synopsis Charitable Trusts, Third Edition by : CBA-CLE (Continuing Legal Education in Colorado Inc.)

Download or read book Charitable Trusts, Third Edition written by CBA-CLE (Continuing Legal Education in Colorado Inc.) and published by . This book was released on 2019-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Federal Tax Valuation

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Publisher :
ISBN 13 : 9780791326008
Total Pages : 1104 pages
Book Rating : 4.3/5 (26 download)

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Book Synopsis Federal Tax Valuation by : John A. Bogdanski

Download or read book Federal Tax Valuation written by John A. Bogdanski and published by . This book was released on 1996-01-01 with total page 1104 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Postmortem Estate Planning

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Publisher :
ISBN 13 :
Total Pages : 394 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Postmortem Estate Planning by : Lawrence Newman

Download or read book Postmortem Estate Planning written by Lawrence Newman and published by . This book was released on 1993 with total page 394 pages. Available in PDF, EPUB and Kindle. Book excerpt: