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Author : Glenn R. Stephens
Publisher : CCH Canadian Limited
ISBN 13 : 9781553679530
Total Pages : 290 pages
Book Rating : 4.6/5 (795 download)
Download or read book Estate Planning with Life Insurance written by Glenn R. Stephens and published by CCH Canadian Limited. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Lawrence Brody
Publisher : Real Property Probate and Trust Law American Bar Association
ISBN 13 :
Total Pages : 204 pages
Book Rating : 4.F/5 ( download)
Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by Real Property Probate and Trust Law American Bar Association. This book was released on 1999 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Lawrence Brody
Publisher : American Bar Association
ISBN 13 : 9781616328979
Total Pages : 0 pages
Book Rating : 4.3/5 (289 download)
Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Understand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.
Author : Pennsylvania Bar Institute
Publisher :
ISBN 13 :
Total Pages : 142 pages
Book Rating : 4.:/5 (96 download)
Download or read book Using Life Insurance Trusts in Estate Planning written by Pennsylvania Bar Institute and published by . This book was released on 1996 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Louis A. Mezzullo
Publisher : American Bar Association
ISBN 13 : 9781604425024
Total Pages : 126 pages
Book Rating : 4.4/5 (25 download)
Download or read book An Estate Planner's Guide to Life Insurance written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2009 with total page 126 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Robert A. Esperti
Publisher : McGraw Hill Professional
ISBN 13 : 0071787909
Total Pages : 369 pages
Book Rating : 4.0/5 (717 download)
Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
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 : Sebastian V. Grassi
Publisher : American Law Institute-American Bar Association(ALI-ABA)
ISBN 13 : 9780831814175
Total Pages : 365 pages
Book Rating : 4.8/5 (141 download)
Download or read book A Practical Guide to Drafting Irrevocable Life Insurance Trusts written by Sebastian V. Grassi and published by American Law Institute-American Bar Association(ALI-ABA). This book was released on 2003-04 with total page 365 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Archie J. Bakay
Publisher :
ISBN 13 :
Total Pages : 68 pages
Book Rating : 4.3/5 (512 download)
Download or read book Use of Life Insurance in Estate Planning written by Archie J. Bakay and published by . This book was released on 1968 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harvey J. Platt
Publisher : Simon and Schuster
ISBN 13 : 1581158718
Total Pages : 352 pages
Book Rating : 4.5/5 (811 download)
Download or read book Your Living Trust and Estate Plan 2012-2013 written by Harvey J. Platt and published by Simon and Schuster. This book was released on 2011-10-25 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised fourth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a ?exible estate plan. With explanations of the latest tax laws, including the new Tax Relief Act, changes to the gift and generation skipping tax laws, and the new uni?ed tax schedule rate. This book maps out the most effective techniques for saving money and property and provides the essential details of successful estate planning. Your Living Trust and Estate Plan 2011-2012 covers vital subjects not found in other books and discusses the components of and variations in living trusts, how to select beneficiaries, understanding the probate process, contributing to charities, life insurance, retirement benefits, ethical wills, dynasty trusts, postmortem planning, trust decanting, income tax planning, and offshore trusts.
Author : Margaret Atkins Munro
Publisher : John Wiley & Sons
ISBN 13 : 1118412265
Total Pages : 439 pages
Book Rating : 4.1/5 (184 download)
Download or read book Estate and Trust Administration For Dummies written by Margaret Atkins Munro and published by John Wiley & Sons. This book was released on 2013-05-07 with total page 439 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 Dummiesguides 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 : Pamela L. Rollins
Publisher : Aspatore Books
ISBN 13 : 9780314274212
Total Pages : 200 pages
Book Rating : 4.2/5 (742 download)
Download or read book Irrevocable Life Insurance Trusts Line by Line written by Pamela L. Rollins and published by Aspatore Books. This book was released on 2011-01-01 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by two practicing attorneys with more than twenty-five years of combined experience, Irrevocable Life Insurance Trusts Line by Line is a comprehensive examination of an irrevocable insurance trust agreement for an estate planning attorney. This book explains the reasoning behind the various clauses in the trust agreement, noting those which may be customized for the donor and the boiler-plate language which should be in every irrevocable insurance trust agreement. The book covers key topics such as estate, gift, and generation skipping transfer taxes; incidents of ownership, the three-year rule, Crummey powers, and annual exclusion gifts. Irrevocable Life Insurance Trusts Line by Line is a valuable resource for any practicing estate planning attorney, as well as for any law student interested in trusts and estates law.
Author : Robert A. Esperti
Publisher : Esperti Peterson Institute
ISBN 13 : 9780922943104
Total Pages : 100 pages
Book Rating : 4.9/5 (431 download)
Download or read book The Irrevocable Life Insurance Trust written by Robert A. Esperti and published by Esperti Peterson Institute. This book was released on 1997 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Vickie Schumacher
Publisher : Schumacher Publishing
ISBN 13 :
Total Pages : 230 pages
Book Rating : 4.0/5 ( download)
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Author : Georgiana J. Slade
Publisher :
ISBN 13 : 9781633594630
Total Pages : 0 pages
Book Rating : 4.5/5 (946 download)
Download or read book Personal Life Insurance Trusts written by Georgiana J. Slade and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: " ... describes the income, estate, and gift tax consequences of establishing a revocable or irrevocable life insurance trust. The Portfolio analyzes the practical and tax advantages to be gained from the use of life insurance trusts, as well as the principal planning and drafting problems associated with their establishment." -- Page iii
Author : Craig Douglas Hampton
Publisher : American Bar Association
ISBN 13 :
Total Pages : 142 pages
Book Rating : 4.F/5 ( download)
Download or read book Survivorship Life Insurance written by Craig Douglas Hampton and published by American Bar Association. This book was released on 1994 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James L. Madden
Publisher :
ISBN 13 :
Total Pages : 284 pages
Book Rating : 4.X/5 (4 download)
Download or read book Wills, Trusts and Estates by James L. Madden written by James L. Madden and published by . This book was released on 1927 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt:
