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 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.

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.

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:

The Planning and Drafting of Wills and Trusts

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Publisher :
ISBN 13 :
Total Pages : 382 pages
Book Rating : 4.:/5 (248 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 1979 with total page 382 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Wills Road Map

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Publisher :
ISBN 13 : 9781938873522
Total Pages : 325 pages
Book Rating : 4.8/5 (735 download)

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Book Synopsis Wills Road Map by : Stephen R. Akers

Download or read book Wills Road Map written by Stephen R. Akers and published by . This book was released on 2017 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Oklahoma Estate Planning, Will Drafting and Estate Administration Forms (book Only)

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Publisher :
ISBN 13 : 9780327138846
Total Pages : pages
Book Rating : 4.1/5 (388 download)

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Book Synopsis Oklahoma Estate Planning, Will Drafting and Estate Administration Forms (book Only) by : W. Thomas Coffman

Download or read book Oklahoma Estate Planning, Will Drafting and Estate Administration Forms (book Only) written by W. Thomas Coffman and published by . This book was released on 1905-06-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Wills, Trusts, and Estates

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Publisher : Foundation Press
ISBN 13 : 9781642421118
Total Pages : 1050 pages
Book Rating : 4.4/5 (211 download)

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Book Synopsis Wills, Trusts, and Estates by : DANAYA C. WRIGHT

Download or read book Wills, Trusts, and Estates written by DANAYA C. WRIGHT and published by Foundation Press. This book was released on 2021-03-19 with total page 1050 pages. Available in PDF, EPUB and Kindle. Book excerpt: CasebookPlus Hardbound - New, hardbound print book includes lifetime digital access to an eBook, with the ability to highlight and take notes, and 12-month access to a digital Learning Library that includes self-assessment quizzes tied to this book, leading study aids, an outline starter, and Gilbert Law Dictionary.

Estate Planning For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1118053958
Total Pages : 397 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Estate Planning For Dummies by : N. Brian Caverly

Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

A Guide to International Estate Planning

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Author :
Publisher :
ISBN 13 : 9781627222679
Total Pages : 828 pages
Book Rating : 4.2/5 (226 download)

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Book Synopsis A Guide to International Estate Planning by : Leigh-Alexandra Basha

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."

California Wills and Trusts: Treatise and Forms

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Publisher :
ISBN 13 : 9780820520100
Total Pages : pages
Book Rating : 4.5/5 (21 download)

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Book Synopsis California Wills and Trusts: Treatise and Forms by : LexisNexis Matthew Bender

Download or read book California Wills and Trusts: Treatise and Forms written by LexisNexis Matthew Bender and published by . This book was released on 2003-07-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

California Trust Practice

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Publisher : Lexis Nexis Matthew Bender
ISBN 13 : 9780820527611
Total Pages : 64 pages
Book Rating : 4.5/5 (276 download)

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Book Synopsis California Trust Practice by : John A. Hartog

Download or read book California Trust Practice written by John A. Hartog and published by Lexis Nexis Matthew Bender. This book was released on 1998 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: 1 Volume; Looseleaf; updated annually.

Louisiana Estate Planning, Will Drafting, and Estate Administration

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Publisher : Lexis Pub
ISBN 13 : 9781562579524
Total Pages : 1800 pages
Book Rating : 4.5/5 (795 download)

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Book Synopsis Louisiana Estate Planning, Will Drafting, and Estate Administration by : Max Nathan

Download or read book Louisiana Estate Planning, Will Drafting, and Estate Administration written by Max Nathan and published by Lexis Pub. This book was released on 1992-01-01 with total page 1800 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Practical Guide to Estate Planning in Vermont

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Publisher :
ISBN 13 : 9781683454229
Total Pages : 0 pages
Book Rating : 4.4/5 (542 download)

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Book Synopsis A Practical Guide to Estate Planning in Vermont by : Jeanne C. Blackmore

Download or read book A Practical Guide to Estate Planning in Vermont written by Jeanne C. Blackmore and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Flexible Trusts and Estates for Uncertain Times

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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:

Drafting Trusts and Will Trusts in Australia

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Publisher : Lawbook Company
ISBN 13 : 9780455225494
Total Pages : 436 pages
Book Rating : 4.2/5 (254 download)

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Book Synopsis Drafting Trusts and Will Trusts in Australia by : James Kessler

Download or read book Drafting Trusts and Will Trusts in Australia written by James Kessler and published by Lawbook Company. This book was released on 2008-01-01 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on a highly acclaimed UK title, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA has been comprehensively adapted to provide authoritative guidance on drafting trusts and will trusts in eight Australian jurisdictions. Providing both a comprehensive range of precedents and a wealth of valuable advice, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA cuts through verbosity and helps you to understand and prepare trust documents your client wants and needs. The book features chapters on key areas of trust law, including beneficiaries, trustees, trustee's powers and general provisions of a trust. DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA also offers a large number of precedents for both lifetime and will trusts. The precedents, which appear in printed form and on an accompanying CD-Rom, reveal a fresh approach to creating documents. A unique addition to the Australian market, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA is an essential reference for those practising in tax law, estate and succession planning, family law and property law.

New Jersey Estate Planning Will Drafting and Estate Administration Forms

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Publisher : Wolters Kluwer Law and Business
ISBN 13 : 9780871890726
Total Pages : 1120 pages
Book Rating : 4.8/5 (97 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 Wolters Kluwer Law and Business. This book was released on 1988-10 with total page 1120 pages. Available in PDF, EPUB and Kindle. Book excerpt: This manual provides you with a clear, current, & comprehensive reference to the full range of estate planning issues. Compiled by two experts in New Jersey estate planning law, this looseleaf-format, two-volume set contains comprehensive chapters on every major area of estate planning & administration. Part 1 covers Estate Planning & Will Drafting. Part 2 covers Estate Administration. To save valuable time, use the forms, alternate wordings, checklists for attorney & client, sample letters, & tax schedules everything you need to plan & administer your client's estate precisely & thoroughly. Now available on disk to cut your document production time down to minutes!