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Estate Planning Update 2004
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Book Synopsis Case Studies in Estate Planning by : Wayne M. Gazur
Download or read book Case Studies in Estate Planning written by Wayne M. Gazur and published by . This book was released on 2004 with total page 406 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.
Book Synopsis Structuring Estate Freezes by : Howard M. Zaritsky
Download or read book Structuring Estate Freezes written by Howard M. Zaritsky and published by . This book was released on with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :Michael T. Palermo Publisher :Sterling Publishing Company, Inc. ISBN 13 :9781402718380 Total Pages :276 pages Book Rating :4.7/5 (183 download)
Book Synopsis AARP Crash Course in Estate Planning by : Michael T. Palermo
Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2004-12-11 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Book Synopsis Estate Planning for Financial Planners by : Michael A. Dalton
Download or read book Estate Planning for Financial Planners written by Michael A. Dalton and published by . This book was released on 2006 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Not Dead Yet written by Eric Matlin and published by . This book was released on 2016-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending.
Book Synopsis Tax, Estate & Financial Planning for the Elderly by : Michael Gilfix
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:
Book Synopsis A Lawyer's Guide to Estate Planning by : L. Rush Hunt
Download or read book A Lawyer's Guide to Estate Planning written by L. Rush Hunt and published by American Bar Association. This book was released on 2004 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
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.
Book Synopsis Love, Money, Control by : Robert A. Esperti
Download or read book Love, Money, Control written by Robert A. Esperti and published by Quantum Press/Doubleday. This book was released on 2004 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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)
Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates
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.
Book Synopsis Estate Planning for Same-sex Couples by : Joan M. Burda
Download or read book Estate Planning for Same-sex Couples written by Joan M. Burda and published by American Bar Association. This book was released on 2004 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: The legal landscape concerning same-sex relationships is changing. It is vital for lawyers to stay on top of these changes. Attorneys who represent lesbian and gay clients must provide creative estate planning that protects both parties to the relationship, their children and their future. This new book provides estate planning lawyers with an introduction to the issues faced by lesbian and gay clients. Also provided are forms and documents on CD-ROM that lesbian and gay clients need to prepare as part of a complete estate plan.
Book Synopsis Family Law Update, 2013 Edition by : Jonathan M. Purver
Download or read book Family Law Update, 2013 Edition written by Jonathan M. Purver and published by Wolters Kluwer. This book was released on 2012-12-18 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Family Law Update, 2013 Edition covers all the current issuesand relevant opinions pertaining to Family Law . It brings the mostsalient information to your fingertips. It is fully comprehensive andconcrete, with its broad coverage and multiple sources.Features include:Comprehensive coverage of all the key topics of marriage and divorce,including economic consequences, child custody, and support issuesInterdisciplinary materials to explore the complex influences on Family Lawdrawn from finance, genetics, and demography, clinical psychology, socialhistory, and legal and policy responses to domestic violenceBalanced presentation addresses and explores immediate, cutting-edge issues,(such as unmarried cohabitation and home schooling) while still focusing onfamily and the state, the role of various groups involved in resolvingFamily Law issues, and the effectiveness of law and instruments of lawenforcementSkillfully crafted problems immerse students in the real world of Family Law
Book Synopsis Eight Steps to a Proper Florida Trust and Estate Plan by : Alan S. Gassman
Download or read book Eight Steps to a Proper Florida Trust and Estate Plan written by Alan S. Gassman and published by . This book was released on 2015-12-16 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning by : William P. Streng
Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Download or read book The Sid Kess Approach written by and published by John Wiley & Sons. This book was released on 2017-05-15 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The AICPA created this book to celebrate Sid Kess’ many contributions to the CPA profession and, more important, to capture Sid’s unique approach. The book explores the question of how one man has done so much and impacted so many people. The answers to this question provide distinct methods that all CPAs can apply to their practices and to their lives. Over 70 contributions from Kess’s colleagues, students, and friends describe his use of these approaches to further careers, foster client relationships, teach successfully, and create happiness.
Book Synopsis Getting Started as a Financial Planner by : Jeffrey H. Rattiner
Download or read book Getting Started as a Financial Planner written by Jeffrey H. Rattiner and published by John Wiley and Sons. This book was released on 2010-05-21 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Book Synopsis Monthly Catalog of United States Government Publications by :
Download or read book Monthly Catalog of United States Government Publications written by and published by . This book was released on 2005 with total page 1144 pages. Available in PDF, EPUB and Kindle. Book excerpt:
