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Author :
Publisher :
ISBN 13 : 9780314293763
Total Pages : 168 pages
Book Rating : 4.2/5 (937 download)
Download or read book Strategies for Trusts and Estates in Florida, 2015 Ed written by and published by . This book was released on 2015-05-01 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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Publisher : Aspatore Books
ISBN 13 : 9780314292100
Total Pages : 92 pages
Book Rating : 4.2/5 (921 download)
Download or read book Strategies for Trusts and Estates in Florida, 2014 written by and published by Aspatore Books. This book was released on 2014-04-01 with total page 92 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective
Author : WEST GROUP
Publisher :
ISBN 13 : 9780314287465
Total Pages : 112 pages
Book Rating : 4.2/5 (874 download)
Download or read book Strategies for Trusts and Estates in Florida, 2013 Ed written by WEST GROUP and published by . This book was released on 2013-01-01 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Aspatore Books
Publisher : Aspatore Books
ISBN 13 : 9780314228628
Total Pages : 143 pages
Book Rating : 4.2/5 (286 download)
Download or read book Strategies for Trusts and Estates in Florida written by Aspatore Books and published by Aspatore Books. This book was released on 2009 with total page 143 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in Florida is an authoritative, insiders perspective on best practices for handling the estate planning process in the state of Florida. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the process of gathering important information from the client, including the clients family situation, ownership of assets, business and professional interests, and inheritance rights. From keeping up to date on relevant decisions in the area of estate planning to understanding the common issues and concerns that face Florida residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders offer advice on the common mistakes and pitfalls in this practice area and emphasize the consequences of a poorly drafted trust. The different niches represented and the breadth of perspective 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 :
Publisher : Aspatore Books
ISBN 13 : 9780314272003
Total Pages : 0 pages
Book Rating : 4.2/5 (72 download)
Download or read book Strategies for Trusts and Estates in Florida 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: Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for advising trust and estate clients in Florida in todays social and economic environment. Featuring partners from some of the states leading law firms, these experts guide the reader through the various elements of estate planning and the key issues to be considered during each stage of the process. These leaders reveal their advice on choosing the right trust for a specific client, protecting assets and retirement accounts for beneficiaries, and navigating the restrictions unique to Florida trust and estate law. From misunderstandings and miscommunications with clients to errors made while drafting documents, these authors discuss how to overcome common mistakes and pitfalls that some attorneys might face. Additionally, these top lawyers offer tips on educating clients about estate tax. 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 :
Publisher :
ISBN 13 : 9780314293664
Total Pages : 104 pages
Book Rating : 4.2/5 (936 download)
Download or read book Strategies for Trusts and Estates in New York, 2015 Ed written by and published by . This book was released on 2015-04-01 with total page 104 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9780314295019
Total Pages : 124 pages
Book Rating : 4.2/5 (95 download)
Download or read book Strategies for Trusts and Estates in New York, 2016 Edition written by and published by . This book was released on 2016-06-01 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Alan S. Gassman
Publisher :
ISBN 13 : 9781522754923
Total Pages : 202 pages
Book Rating : 4.7/5 (549 download)
Download or read book Eight Steps to a Proper Florida Trust and Estate Plan written by Alan S. Gassman and published by . This book was released on 2015-12-16 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Thomas Reuters
Publisher :
ISBN 13 : 9780314291660
Total Pages : 120 pages
Book Rating : 4.2/5 (916 download)
Download or read book Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in New York 2014 written by Thomas Reuters and published by . This book was released on 2014-01-01 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harvey J. Platt
Publisher : Simon and Schuster
ISBN 13 : 1621533913
Total Pages : 352 pages
Book Rating : 4.6/5 (215 download)
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.
Author : Florida Bar. Continuing Legal Education
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (79 download)
Download or read book Basic Estate Planning in Florida written by Florida Bar. Continuing Legal Education and published by . This book was released on 1980 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : WEST GROUP
Publisher :
ISBN 13 : 9780314287403
Total Pages : 140 pages
Book Rating : 4.2/5 (874 download)
Download or read book Strategies for Trusts and Estates in New York, 2013 Ed written by WEST GROUP and published by . This book was released on 2013-01-01 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York provides an authoritative, insiders perspective on the estate planning practice in the state of New York. Featuring experienced partners from leading law firms across the state, these experts guide the reader through the process of gathering necessary financial and familial information, designing wills, and adapting estate planning tools based on client demographics. These top lawyers offer specific advice on educating clients on the estate planning process and addressing misconceptions about tax laws as they apply to family members. From designing client-specific trusts to developing appropriate planning tools, these experts discuss the importance of carefully evaluating client situations and staying aware of changing client demographics. 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 evolving field.
Author : Margaret A. Munro
Publisher : John Wiley & Sons
ISBN 13 : 1119543878
Total Pages : 432 pages
Book Rating : 4.1/5 (195 download)
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 2018-12-27 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.
Author : Nikollasa Achli
Publisher : Independently Published
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.3/5 (224 download)
Download or read book Maximizing Asset Protection and Tax Efficiency written by Nikollasa Achli and published by Independently Published. This book was released on 2024-04-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unlock the power of asset protection and tax optimization with the Triple LLC Trustee Strategy for Florida Trusts. In this comprehensive guide, trustees and beneficiaries will discover proven strategies and best practices for managing trusts effectively while maximizing wealth preservation and tax efficiency. From establishing open communication channels between trustees and stakeholders to educating beneficiaries on trust terms and concepts, this book provides a step-by-step approach to trust governance and beneficiary empowerment. Readers will learn how to navigate complex legal and financial concepts, clarify roles and responsibilities, and promote transparency and accountability in trust administration. With insights into establishing trust objectives, implementing tax optimization strategies, and promoting collaboration among trustees and beneficiaries, this book equips readers with the knowledge and tools needed to succeed in trust management. Practical examples, case studies, and actionable advice ensure readers can apply the Triple LLC Trustee Strategy with confidence and competence. Whether you're a trustee seeking guidance on trust administration or a beneficiary looking to understand your rights and responsibilities, "Maximizing Asset Protection and Tax Efficiency" offers invaluable insights and practical solutions for managing Florida trusts effectively. Empower yourself with the knowledge and strategies needed to protect and preserve wealth for generations to come.
Author : Elena Marty-Nelson
Publisher :
ISBN 13 : 9781594606014
Total Pages : 0 pages
Book Rating : 4.6/5 (6 download)
Download or read book Florida Wills, Trusts, and Estates written by Elena Marty-Nelson and published by . This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Florida Wills, Trusts, and Estates, Second Edition builds on the strengths of the first edition and provides extensive coverage of wills, trusts, and estates. Updated through July 2011, the second edition reflects extensive statutory, judicial, and scholarly developments since 2007. The chapters covering intestacy, reformation of wills, homestead, undue influence, and revocable trusts have been significantly revised to address legislative changes in Florida made in 2010 and 2011. In addition to its coverage of wills and trusts, this edition includes a chapter addressing the Florida Power of Attorney Act, enacted in July 2011, which is a complete revision of the laws governing both durable and nondurable powers of attorney and brings Florida in line with the Uniform Power of Attorney Act. Moreover, this edition includes an estate planning chapter that reflects changes made in 2010 to the Federal estate tax system. Despite widespread adoption of uniform codes, the rules governing wills and trusts continue to be state law driven. The authors' philosophy is that students gain critical insights into complex issues in these areas by studying the laws of one jurisdiction as a whole and that Florida law is a perfect platform for this endeavor. Therefore, the second edition continues to be grounded in Florida law. Although Florida law is the focus, this edition includes discussions of the uniform codes and Restatements, particularly where they depart from Florida law. Thus, this book is an excellent choice for teaching wills, trusts, and estates in any jurisdiction. The book is invaluable for academicians, students, and practitioners, alike. The book includes an appendix with wills and trusts forms provided by Northern Trust Corporation and a comprehensive Teacher's Manual.
Author : Vik Sundar
Publisher :
ISBN 13 : 9780409342994
Total Pages : 0 pages
Book Rating : 4.3/5 (429 download)
Download or read book Testamentary Trusts written by Vik Sundar and published by . This book was released on 2016-07-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Building on the success of the first edition (previously titled Discretionary Trusts, Precedents and Commentary), this new edition has been expanded to cover all types of testamentary trusts. The central purpose of this book is to provide a flexible and easy-to-use system for drafting discretionary testamentary trusts. The system is intended to allow practitioners to deal with what has always been a very complicated and difficult problem: modifying a discretionary testamentary trust precedent to accommodate the widely different family circumstances and testamentary wishes which testators present to the drafter. One testator will want a common option: to provide for a spouse; and if the spouse predeceases the testator, the testator's children. If a child predeceases the testator, the children of that child will represent that child and take what the predeceased child would have taken. All beneficiaries are to take their inheritance through a discretionary testamentary trust. However, other testators have different and more challenging requirements. To this end, Chapter 8 contains the Model Testamentary Trust precedent, as well as a clause-by-clause commentary on it. The precedent forms the foundation of every variation of the discretionary testamentary trust, and it is on this foundation that the variations are built by inserting clauses from Chapter 9. Chapter 10 contains a representative sample of widely different family situations for which a testator may wish to provide, as well as including flexible alternative clauses. In addition to providing a modular drafting precedent, the book also covers strategies dealing with superannuation (Chapter 6), family provision (Chapter 11) and blended families (Chapter 12). Book Review - The Law Society of Tasmania Important Features Authoritative and comprehensive Nationwide coverage Detailed precedents drafted by experts Related Titles Birtles,C and Neal,R, Hutley's Wills and Precedents, 9th ed 2016Perkins,M and Monahan,R Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th ed. 2015 .
Author :
Publisher :
ISBN 13 : 9781522117414
Total Pages : pages
Book Rating : 4.1/5 (174 download)
Download or read book Administration of Trusts in Florida written by and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
