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Author : Practising Law Institute
Publisher :
ISBN 13 :
Total Pages : 244 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning & Will Drafting for Your Key Clients written by Practising Law Institute and published by . This book was released on 1969 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Practising Law Institute
Publisher :
ISBN 13 :
Total Pages : 204 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning & Will Drafting for Your Key Clients, 2d written by Practising Law Institute and published by . This book was released on 1971 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Denis Clifford
Publisher : NOLO
ISBN 13 : 9780873375801
Total Pages : 476 pages
Book Rating : 4.3/5 (758 download)
Download or read book Plan Your Estate written by Denis Clifford and published by NOLO. This book was released on 2000 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.
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 : 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 : 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 : John H. Clymer
Publisher :
ISBN 13 : 9780327007975
Total Pages : 2000 pages
Book Rating : 4.0/5 (79 download)
Download or read book Massachusetts Estate Planning, Will Drafting and Estate Administration Forms written by John H. Clymer and published by . This book was released on 1998-12-01 with total page 2000 pages. Available in PDF, EPUB and Kindle. Book excerpt: This exhaustive, two-volume work weaves insightful commentary around a comprehensive set of forms & checklists, providing starting points for drafting documents or planning the disposition of a client's assets. The authors pull together all the primary legal sources & discuss & analyze extensively estate planning & administration issues.
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 : Colleen Cowles
Publisher : Section of General Practice
ISBN 13 :
Total Pages : 326 pages
Book Rating : 4.F/5 ( download)
Download or read book The Effective Estate Planning Practice written by Colleen Cowles and published by Section of General Practice. This book was released on 2001 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Mary L. Barrow
Publisher :
ISBN 13 : 9781370814817
Total Pages : pages
Book Rating : 4.8/5 (148 download)
Download or read book Estate Planning for the Savvy Client written by Mary L. Barrow and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you!
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 : P Jacqueline Cooper
Publisher : Cryptomom2 Consulting
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.9/5 (895 download)
Download or read book The Essential Digital Asset Organizer For Attorneys & Clients written by P Jacqueline Cooper and published by Cryptomom2 Consulting. This book was released on 2024-03-28 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Digital Asset Organizer for attorneys and consumers is a revolutionary tool designed to meet the growing needs of modern estate planning, will drafting, bankruptcy proceedings, and divorce discovery. This comprehensive digital organizer streamlines the management and organization of digital assets, a critical component in today's increasingly online world. Digital assets encompass a wide range of electronic materials including social media accounts, online banking information, cryptocurrency holdings, digital photographs, and any other valuable online accounts or properties. For attorneys, the Digital Asset Organizer serves as an indispensable resource in ensuring all aspects of a client's digital legacy are accounted for and properly integrated into legal documents such as wills and estate plans. It aids in the meticulous process of asset discovery, ensuring that nothing is overlooked in bankruptcy cases or during the division of assets in divorce proceedings. The tool's intuitive design allows legal professionals and individuals to efficiently catalog and manage digital footprints, safeguarding digital inheritance and ensuring compliance with the latest legal standards. For consumers, this platform demystifies the process of digital asset management. It provides a user-friendly interface where individuals can securely compile, organize, and manage access to their digital assets. This not only prepares them for future legal planning but also offers peace of mind knowing that their digital legacy is well-organized and accessible to designated executors or beneficiaries. Consumers can benefit from guided processes that help identify and categorize various types of digital assets, making it easier to incorporate them into wills and estate plans. Key features of the Digital Asset Organizer include easy-to-navigate organization pages for both attorneys and consumers, and templates that cater to the unique needs of estate planning, bankruptcy, and divorce discovery. Moreover, it facilitates seamless communication between clients and attorneys, enhancing efficiency and clarity throughout the legal planning process. In an era where digital assets are becoming as significant as tangible properties, the Digital Asset Organizer emerges as a must-have tool for modern legal practices and for individuals seeking to ensure the comprehensive management of their digital legacy. Its adoption can significantly reduce the complexity and oversight risk in legal proceedings, positioning it as a cornerstone of future legal and estate planning.
Author : Irving Kellogg
Publisher :
ISBN 13 :
Total Pages : 340 pages
Book Rating : 4.F/5 ( download)
Download or read book Managing an Estate Planning Practice written by Irving Kellogg and published by . This book was released on 1978 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John N. Peragine, Jr.
Publisher : Atlantic Publishing Company
ISBN 13 : 1601382359
Total Pages : 338 pages
Book Rating : 4.6/5 (13 download)
Download or read book The Complete Guide to Organizing Your Records for Estate Planning written by John N. Peragine, Jr. and published by Atlantic Publishing Company. This book was released on 2009 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning your estate is a long, complicated process that requires much time and effort. The process of organizing your records for estate planning is equally time consuming and complex. Hiring an attorney to assist you may cost more than you are willing to spend. With the help of The Complete Guide to Organizing Your Records for Estate Planning, you can not only take charge of your estate planning documentation, but also save time, money, and effort. In this new book, you will learn how to find an organizational system that works for you, where to look for records, what to record, who to tell, where to keep records, and how often to update your records. You will also find information on creating a will or a living will, setting up a trust, assigning power of attorney, and filling out health care directives. Additionally, you will learn about the documents that should be included in your estate plan, such as insurance policies, Social Security cards, birth certificates of minor children, stock brokerage statements, credit card numbers and statements, certificates of deposit, real estate deeds, mortgage statements, retirement account savings, non-retirement account savings, and current bank statements. The CD-ROM is filled with sample documents and worksheets, as well as a checklist of often overlooked information, including any medications you take, where you worked, where your savings and checking accounts are located, where your car title is located, what your funeral plans or wishes are, and who should receive what. The Complete Guide to Organizing Your Records for Estate Planning will help you prepare your documents and record your final instructions and wishes. By using the information provided in this book you will save money you might otherwise have spent on legal and accounting fees. In addition, you will save your family the frustration of searching for these documents if something should ever happen to you. This book, written in an easy-to-understand language, will walk you through the process of organizing your records and make the process much easier for you and your family. The companion CD-ROM is included with the print version of this book; however is not available for download with the electronic version. It may be obtained separately by contacting Atlantic Publishing Group at [email protected] Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)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 : Jordan S. Simon
Publisher : John Wiley & Sons
ISBN 13 : 1394158564
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 2023-03-06 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 : David A. Handler
Publisher : CCH Incorporated
ISBN 13 : 9780808091479
Total Pages : 0 pages
Book Rating : 4.0/5 (914 download)
Download or read book Drafting the Estate Plan written by David A. Handler and published by CCH Incorporated. This book was released on 2007-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drafting the Estate Plan: Law and Forms does not merely compile the transfer tax and trust laws, it explains how to use or work with and apply those laws to meet client needs. This two-volume resource takes the next step by pointing out the pitfalls and opportunities created by each law, rule and case discussed and explains not only how to implement strategies, but also why and when to use them. In Volume 2 of Drafting the Estate Plan, the authors provide user-friendly forms with detailed annotations that provide practical information and advice regarding the meaning and consequences of the provisions and various alternatives, the purposes of which may not be readily apparent. These forms allow users to convert the knowledge and advice imparted in the explanatory text of Volume 1 into actual practice with great ease. Thus, both the novice as well as the experienced practitioner have the tools they need to practice in the estate planning field.
Author :
Publisher :
ISBN 13 : 9780314987006
Total Pages : 0 pages
Book Rating : 4.9/5 (87 download)
Download or read book Trusts and Estates Legal Strategies written by and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and Estates Legal Strategies is an authoritative, insiders perspective on successfully drafting and executing estate plans. Featuring partners and chairs from some of the nations leading law firms, these experts discuss strategies for understanding a clients objectives, analyzing and planning a strategy, and implementing and monitoring an estate plan. From educating the client and determining the clients goals to executing legal strategies, these authors discuss credit shelter planning, transfer tax, gift tax, GST tax exemption, and more. 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 success within this dynamic field.
