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Author : Nigel A. Eastaway
Publisher :
ISBN 13 : 9781526511812
Total Pages : 0 pages
Book Rating : 4.5/5 (118 download)
Download or read book Tax Advisers' Guide to Trusts written by Nigel A. Eastaway and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Nigel A. Eastaway
Publisher : Tolley
ISBN 13 : 9780754522515
Total Pages : 954 pages
Book Rating : 4.5/5 (225 download)
Download or read book Tolley's Tax Advisers' Guide to Trusts written by Nigel A. Eastaway and published by Tolley. This book was released on 2003 with total page 954 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition provides practitioners with a practical and straightforward guide to the tax implications of trusts and the planning opportunities that arise from them. Fully updated to take into account the Finance Act 2003, it also covers the legal principles surrounding this complex area and includes examples and case studies throughout to supplement and illustrate the text.LexisNexis UK and CIMA Publishing are offering CIMA members a discount on this product. Please go to www lexisnexis.co.uk/cimapublishing to see if you qualify and to order
Author : Nigel A. Eastaway
Publisher :
ISBN 13 : 9780754525660
Total Pages : 1177 pages
Book Rating : 4.5/5 (256 download)
Download or read book Tottel's tax advisers' guide to trusts written by Nigel A. Eastaway and published by . This book was released on 2004-12 with total page 1177 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition from Tolley provides practitioners with a practical and straightforward guide to the tax implications of trusts and the planning opportunities that arise from them. Fully updated to take into account the Finance Act 2004, it also covers the legal principles surrounding this complex area and includes examples and case studies throughout to supplement and illustrate the text.
Author : Jacquelyn Kimber
Publisher : Bloomsbury Professional
ISBN 13 : 1526523906
Total Pages : 0 pages
Book Rating : 4.5/5 (265 download)
Download or read book Tax Advisers' Guide to Trusts written by Jacquelyn Kimber and published by Bloomsbury Professional. This book was released on 2023-03-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This title is written to provide tax advisers an understanding of the UK tax rules applicable to trusts resident in the UK or abroad, and the resultant tax liabilities of the trustees, settlors and beneficiaries, and opportunities for reducing those liabilities where possible. As well as background to trusts and trustees powers and duties, the commentary deals with the main types of private trusts and the rules that apply to them- these cause practitioners the biggest headache. There are also important chapters in residence and domicile and foreign trusts, charitable trusts, and purpose and heritage trusts. A number of specialist areas such as protective and vulnerable persons trusts are also dealt with. The commentary is updated in line with recent important case developments including Routier, and Quentin Skinner. The impact of Brexit, and Covid-19, including the Stamp Duty holiday, is covered, as is the introduction of new intestacy rules in February 2020, and the impact of the new money laundering regulations on trusts. Recent changes to the Inheritance Tax Act 1984 (s.48(3) (excluded property) and s. 81 (settlements)) are also covered. This new edition contains a significant number of new worked examples to illustrate the points made in the commentary.
Author : Gerald Shaw
Publisher : Atlantic Publishing Company
ISBN 13 : 1601382014
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)
Download or read book The Complete Guide to Trust and Estate Management written by Gerald Shaw and published by Atlantic Publishing Company. This book was released on 2010-11-15 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Author : Peter White
Publisher : Addison-Wesley Longman Limited
ISBN 13 : 9780851217857
Total Pages : 160 pages
Book Rating : 4.2/5 (178 download)
Download or read book Accountants' Guide to Trusts written by Peter White and published by Addison-Wesley Longman Limited. This book was released on 1991-01-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John Thurston
Publisher : A&C Black
ISBN 13 : 1780433573
Total Pages : 661 pages
Book Rating : 4.7/5 (84 download)
Download or read book A Practitioner's Guide to Trusts written by John Thurston and published by A&C Black. This book was released on 2013-09-28 with total page 661 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practitioner's Guide to Trusts is a step-by-step guide to all the practical aspects of trust law. Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers.Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers. It has been fully updated and revised to take into account the latest Finance Act.KEY FEATURES:Includes changes to IHT treatment of trusts subject to the relevant property regime (simplification of the calculation of IHT charges on trusts at ten-yearly intervals or when assets are transferred out of the trust);Expanded analysis on income tax and CGT treatment of trusts;The book has been designed to make key information easy to find and assimilate and includes signposts to provide useful summaries and focus points to highlight important issues;Case law includes the IHT Pawson holiday let case (28 Jan 2013).Includes coverage of the following areas:Breach of trust;Capital Gains Trust and second residences;Income tax and settlor interested trusts;Ownership of house (Jones v Kernott);Ownership of monies in joint bank account;Proprietary estoppel;Removal of trustees;Severance of joint tenancy.Previous edition ISBN: 9781847667687
Author : V. S. Vadivel
Publisher :
ISBN 13 : 9789389611175
Total Pages : 985 pages
Book Rating : 4.6/5 (111 download)
Download or read book Tax Advisor's Guide to Trusts written by V. S. Vadivel and published by . This book was released on 2020 with total page 985 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Margaret A. Munro
Publisher : John Wiley & Sons
ISBN 13 : 1119543975
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 2018-12-03 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 : Jeffrey L. Condon
Publisher : John Wiley & Sons
ISBN 13 : 1119093317
Total Pages : 319 pages
Book Rating : 4.1/5 (19 download)
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.
Author : Doug H. Moy
Publisher : John Wiley & Sons
ISBN 13 : 0471456209
Total Pages : 434 pages
Book Rating : 4.4/5 (714 download)
Download or read book Living Trusts written by Doug H. Moy and published by John Wiley & Sons. This book was released on 2004-04-28 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable advantages. Living Trusts, Third Edition shows the estate owner how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today!
Author : Hartley Goldstone
Publisher : John Wiley & Sons
ISBN 13 : 1119118263
Total Pages : 324 pages
Book Rating : 4.1/5 (191 download)
Download or read book Family Trusts written by Hartley Goldstone and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
Author : Douglas D. Wilson
Publisher : Simon and Schuster
ISBN 13 : 1440571325
Total Pages : 377 pages
Book Rating : 4.4/5 (45 download)
Download or read book The Everything Executor and Trustee Book written by Douglas D. Wilson and published by Simon and Schuster. This book was released on 2013-12-11 with total page 377 pages. Available in PDF, EPUB and Kindle. Book excerpt: Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!
Author : R.D. Kristine S.
Publisher : BalboaPress
ISBN 13 : 1452555214
Total Pages : 100 pages
Book Rating : 4.4/5 (525 download)
Download or read book Guide for the Successful Trustee written by R.D. Kristine S. and published by BalboaPress. This book was released on 2012-04-28 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: WHO SHOULD OWN THE GUIDE? IF you are named on your own, parents, relatives, friends or neighbors estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you. IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guides, Notify-Respond-Verify system. Make sure they get it correct. IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give your heirs the tools they can use to make the plan a success. WHO SHOULD GIVE THE GUIDE? IF you are an estate planning attorney you realize your clients need a system for transferring and tracking their assets. This is it. The Guide for the Successful Trustee. IF you are an accountant do your clients have their assets properly titled? Use the Guide to get the proper registration and use the system to keep it that way. Thousands of dollars in unnecessary taxes and fees are generated by incorrect registrations. IF you are a financial advisor, have your peers and predecessors titled all of their clients past investments properly? What is your liability to clients on past transactions and current estate plans? Meet with the client and family go over the three phases of estate planning. Illustrate the phases and the differences between the three. The Guide for the Successful Trustee has the system to make it simple and successful.
Author : Anne Corrigan
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (485 download)
Download or read book Trust & Succession Law written by Anne Corrigan and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jean-Marc Tirard
Publisher : Academy and Finance
ISBN 13 : 9782970060291
Total Pages : 0 pages
Book Rating : 4.0/5 (62 download)
Download or read book The Global Guide to Trusts written by Jean-Marc Tirard and published by Academy and Finance. This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides detailed answers on the tax treatment of trusts in 21 jurisdictions. For each jurisdiction, the author answers the same set of 22 questions relative to: legal considerations; tax considerations; tax treatment of the creation of a trust; tax treatment of distribution from a trust to its beneficiaries; tax implications of settlor's death; tax implications of the termination of a trust; and reporting obligations.
Author : Jeffrey A. Schoenblum
Publisher : CCH Incorporated
ISBN 13 : 9780808021308
Total Pages : 1000 pages
Book Rating : 4.0/5 (213 download)
Download or read book Multistate Guide to Trusts and Trust Administration written by Jeffrey A. Schoenblum and published by CCH Incorporated. This book was released on 2009 with total page 1000 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Includes states tax forms and instructions on CD-ROM."
