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Author :
Publisher :
ISBN 13 :
Total Pages : 324 pages
Book Rating : 4.:/5 (942 download)
Download or read book Using and Drafting Trusts in Estate Planning written by and published by . This book was released on 2016 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John Edgar
Publisher :
ISBN 13 : 9781960444905
Total Pages : 0 pages
Book Rating : 4.4/5 (449 download)
Download or read book Using and Drafting Trusts in Estate Planning written by John Edgar and published by . This book was released on 2023-01-26 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John P. Edgar
Publisher :
ISBN 13 :
Total Pages : 322 pages
Book Rating : 4.:/5 (11 download)
Download or read book Using & Drafting Trusts in Estate Planning written by John P. Edgar and published by . This book was released on 2019 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Kevin D. Millard
Publisher : Bradford Publishing Company
ISBN 13 : 1932779418
Total Pages : 184 pages
Book Rating : 4.9/5 (327 download)
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:
Author : JEFFREY N. PENNELL
Publisher : West Academic Publishing
ISBN 13 : 9781647086596
Total Pages : 817 pages
Book Rating : 4.0/5 (865 download)
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.
Author : Thomas L. Shaffer
Publisher :
ISBN 13 :
Total Pages : 484 pages
Book Rating : 4.F/5 ( download)
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.
Author : Alvin C. Martin
Publisher :
ISBN 13 : 9780327131724
Total Pages : pages
Book Rating : 4.1/5 (317 download)
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:
Author : Leigh-Alexandra Basha
Publisher :
ISBN 13 : 9781627222679
Total Pages : 828 pages
Book Rating : 4.2/5 (226 download)
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."
Author : Regis W. Campfield
Publisher :
ISBN 13 :
Total Pages : 602 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning and Drafting written by Regis W. Campfield and published by . This book was released on 1985 with total page 602 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : ANGELA. VALLARIO
Publisher :
ISBN 13 : 9781531026967
Total Pages : 0 pages
Book Rating : 4.0/5 (269 download)
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.
Author :
Publisher :
ISBN 13 : 9780872244344
Total Pages : 264 pages
Book Rating : 4.2/5 (443 download)
Download or read book Use of Trusts in Estate Planning written by and published by . This book was released on 1998 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Wayne M. Gazur
Publisher : Aspen Publishing
ISBN 13 : 1454869003
Total Pages : 576 pages
Book Rating : 4.4/5 (548 download)
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Author : Diana L. Anderson
Publisher : Aspen Publishing
ISBN 13 : 1454860049
Total Pages : 524 pages
Book Rating : 4.4/5 (548 download)
Download or read book Wills, Trusts, and Estates for Paralegals written by Diana L. Anderson and published by Aspen Publishing. This book was released on 2015-03-12 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt: New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.
Author :
Publisher :
ISBN 13 : 9780872247536
Total Pages : 448 pages
Book Rating : 4.2/5 (475 download)
Download or read book Use of Trusts in Estate Planning written by and published by . This book was released on 2000 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jordan S. Simon
Publisher : John Wiley & Sons
ISBN 13 : 1394158548
Total Pages : 407 pages
Book Rating : 4.3/5 (941 download)
Download or read book Estate Planning For Dummies written by Jordan S. Simon and published by John Wiley & Sons. This book was released on 2023-04-11 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.
Author : WEST GROUP
Publisher : Aspatore Books
ISBN 13 : 9780314264251
Total Pages : 84 pages
Book Rating : 4.2/5 (642 download)
Download or read book Strategies for Trusts and Estates in California written by WEST GROUP and published by Aspatore Books. This book was released on 2010 with total page 84 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. 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 : David A. Handler
Publisher : CCH
ISBN 13 : 9780808090502
Total Pages : 1010 pages
Book Rating : 4.0/5 (95 download)
Download or read book Drafting the Estate Plan written by David A. Handler and published by CCH. This book was released on 2007 with total page 1010 pages. Available in PDF, EPUB and Kindle. Book excerpt:
