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Author : John Thurston (LLB.)
Publisher :
ISBN 13 : 9780013148586
Total Pages : 187 pages
Book Rating : 4.1/5 (485 download)
Download or read book Estate planning for the middle income client written by John Thurston (LLB.) and published by . This book was released on 2005 with total page 187 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John Thurston
Publisher : Bloomsbury Professional
ISBN 13 : 9781847661296
Total Pages : 255 pages
Book Rating : 4.6/5 (612 download)
Download or read book Estate Planning for the Middle Income Client written by John Thurston and published by Bloomsbury Professional. This book was released on 2008 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in its third year, this handy, single-volume reference source is for every professional called upon to advise on appropriate UK estate planning solutions. It is written in a practical and easy-to-read style. The first part of the book provides an explanation of the principles of taxation applicable to UK wills and settlements. The second part contains numerous ideas and suggestions for advising clients on how best to save inheritance tax. This new edition has been updated to the UK Finance Act 2008.
Author : John Thurston
Publisher : Bloomsbury Professional
ISBN 13 : 9781845927912
Total Pages : 187 pages
Book Rating : 4.9/5 (279 download)
Download or read book Estate Planning for the Middle Income Client written by John Thurston and published by Bloomsbury Professional. This book was released on 2005-01-01 with total page 187 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning for the Middle Income Client provides a handy, single-volume reference source for every professional called upon to advise on appropriate estate planning solutions. It is designed to be used in practice and is written in a practical and easy-to-read style. The first part of the book provides an explanation of the principles of taxation applicable to wills and settlements. The second part contains numerous ideas and suggestions for advising your clients on how best to save inheritance tax. In addition, where saving tax is not appropriate, the book also gives alternative solutions most suitable for a particular clients' needs.
Author : John Thurston (Solicitor)
Publisher : Butterworths
ISBN 13 : 9780406971487
Total Pages : pages
Book Rating : 4.9/5 (714 download)
Download or read book Estate Planning for the Middle Income Client written by John Thurston (Solicitor) and published by Butterworths. This book was released on 2004-11-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning for the Middle Income Client offers a comprehensive review of the possible courses of action open to middle income clients, whose estates may not constitute much capital beyond the family home, but who are threatened with considerable Inheritance and other tax burdens. It examines the key issues and offers a raft of practical and in demand estate planning solutions for clients and their advisers. Exploring and suggesting the many tax efficient possibilities available to practitioners advising clients, the title contains useful checklists, which are a practical feature throughout the title. The book also features: Commentary on the tax and non-tax advantages of each suggestion in a discursive practical manner Strong planning advice and coverage of this priority issue for an increasing proportion of estates practitioners.
Author : Michael Ettinger
Publisher : CreateSpace
ISBN 13 : 9781453832059
Total Pages : 134 pages
Book Rating : 4.8/5 (32 download)
Download or read book Ettinger on Elder Law Estate Planning written by Michael Ettinger and published by CreateSpace. This book was released on 2010 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Elder Law Estate Planning" is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a "Consumer Report on Probate" concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the "living trust revolution." Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a "will contest" * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an "elder law estate planning attorney" to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise.
Author :
Publisher :
ISBN 13 :
Total Pages : 754 pages
Book Rating : 4.:/5 (6 download)
Download or read book DA Pam written by and published by . This book was released on 1976 with total page 754 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Michael Gilfix
Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)
Download or read book Tax, Estate & Financial Planning for the Elderly written by Michael Gilfix and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Kathryn G. Henkel
Publisher :
ISBN 13 : 9780791334263
Total Pages : pages
Book Rating : 4.3/5 (342 download)
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : United States. Congress. House. Committee on Energy and Commerce. Subcommittee on Telecommunications, Consumer Protection, and Finance
Publisher :
ISBN 13 :
Total Pages : 366 pages
Book Rating : 4.3/5 (121 download)
Download or read book Investment Advisers, Financial Planners, and Customer Protection written by United States. Congress. House. Committee on Energy and Commerce. Subcommittee on Telecommunications, Consumer Protection, and Finance and published by . This book was released on 1986 with total page 366 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 : 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 : 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 : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094666
Total Pages : 948 pages
Book Rating : 4.1/5 (19 download)
Download or read book Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-08-03 with total page 948 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : American Bar Association. House of Delegates
Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author : Richard A. Burger
Publisher : Continuing Education of the Bar-California
ISBN 13 :
Total Pages : 726 pages
Book Rating : 4.F/5 ( download)
Download or read book Complete Plans for Small and Mid-size Estates written by Richard A. Burger and published by Continuing Education of the Bar-California. This book was released on 2006 with total page 726 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Thomas J. Ray (Jr.)
Publisher : American Bar Association
ISBN 13 : 9781590318782
Total Pages : 876 pages
Book Rating : 4.3/5 (187 download)
Download or read book Charitable Gift Planning written by Thomas J. Ray (Jr.) and published by American Bar Association. This book was released on 2007 with total page 876 pages. Available in PDF, EPUB and Kindle. Book excerpt: When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.
Author :
Publisher :
ISBN 13 :
Total Pages : 1128 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning in Depth written by and published by . This book was released on 2003 with total page 1128 pages. Available in PDF, EPUB and Kindle. Book excerpt:
