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Author : Caroline Rhéaume
Publisher :
ISBN 13 : 9781554968954
Total Pages : 560 pages
Book Rating : 4.9/5 (689 download)
Download or read book Strategic Use of Trusts in Tax and Estate Planning written by Caroline Rhéaume and published by . This book was released on 2016 with total page 560 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Caroline Rhéaume
Publisher :
ISBN 13 : 9781554969920
Total Pages : pages
Book Rating : 4.9/5 (699 download)
Download or read book Strategic Use of Trusts in Tax and Estate Planning written by Caroline Rhéaume and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jacques T. Schlenger
Publisher : MICHIE
ISBN 13 :
Total Pages : 704 pages
Book Rating : 4.:/5 (319 download)
Download or read book Large Wealth written by Jacques T. Schlenger and published by MICHIE. This book was released on 1988 with total page 704 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work examines wealth from a tax strategist's point of view. Investment, management, and disposition strategies such as stocks and bonds, holding companies, partnerships, annuities, IRAs, and trusts are discussed and analyzed in terms of the tax benefits involved. Relevant aspects of estate planning and will preparation are also covered.
Author : Dwight F. Bickel
Publisher : iUniverse
ISBN 13 : 1583485538
Total Pages : 186 pages
Book Rating : 4.5/5 (834 download)
Download or read book The Real Truth about Living Trusts written by Dwight F. Bickel and published by iUniverse. This book was released on 1999-12 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: An expert in estate planning clears up common misconceptions about living trusts, in an easy-to-understand style. You will learn that all living trusts are not the same, and you will discover how to select the right kind of living trust for you and your family. You will understand the current estate tax laws, and how to use special tax planning trusts and a life insurance trust to save your family thousands of dollars in death taxes. The book alerts you to the severe and often surprising income tax burdens which your family may face when your IRA or Qualified Retirement Account is liquidated, and shows you how to minimize those problems. You’ll also learn about costly estate planning mistakes people commonly make, and how to avoid them!
Author :
Publisher :
ISBN 13 :
Total Pages : 148 pages
Book Rating : 4.0/5 ( download)
Download or read book The Use of Trusts in Tax and Estate Planning and the Tax Consequences written by and published by . This book was released on 1980 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Robert T. Danforth
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (137 download)
Download or read book The Use of Grantor Trusts in Estate Planning written by Robert T. Danforth and published by . This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planners have long been aware of the lack of symmetry in the income taxation and transfer taxation of trusts. Specifically, a gift to an irrevocable trust can be treated simultaneously as both (i) a completed transfer for transfer tax purposes and (ii) an incomplete transfer for income tax purposes. Thus, it is possible to structure an irrevocable trust so that the assets of the trust will be excluded from the donor's estate at his or her death, while at the same time the trust will be a grantor trust for income tax purposes during the donor's lifetime. Structuring trusts in this manner may give rise to certain strategic, estate planning advantages. The purposes of this commentary are, first, to consider why a planner might wish to structure a trust in this manner and, second, to review the principal techniques for achieving grantor trust status and (at the same time) avoiding inclusion of the trust assets in the donor's estate.
Author : Practising Law Institute
Publisher :
ISBN 13 :
Total Pages : 738 pages
Book Rating : 4.:/5 (41 download)
Download or read book Use of Trusts in Estate Planning written by Practising Law Institute and published by . This book was released on 1988 with total page 738 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Bonnie J. Lawless
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (364 download)
Download or read book Estate Planning Strategies Using Trusts written by Bonnie J. Lawless and published by . This book was released on 1997 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Evan H. Farr
Publisher : ALI-ABA
ISBN 13 : 9780831899967
Total Pages : 338 pages
Book Rating : 4.8/5 (999 download)
Download or read book Planning and Defending Asset-protection Trusts written by Evan H. Farr and published by ALI-ABA. This book was released on 2009 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Daniel Shore
Publisher : Freegulls Publishing House
ISBN 13 :
Total Pages : 65 pages
Book Rating : 4./5 ( download)
Download or read book Trust and Living Will written by Daniel Shore and published by Freegulls Publishing House. This book was released on with total page 65 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book consists of two titles, which are the following: 1 - Estate Planning: Estate planning is the process of arranging for the management and disposal of a person's estate during their life and after death. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure that your assets are distributed according to your wishes, minimize taxes, and provide for your loved ones. It's important to regularly review and update your estate plan to reflect changes in your life circumstances and the law. 2 - Trust Funds: Trust funds can be quite versatile and serve various purposes depending on the needs and goals of the grantor. They can be set up during one's lifetime (living trusts) or established through a will upon death (testamentary trusts). Trusts can be revocable, meaning the grantor retains control and can modify or revoke the trust during their lifetime, or irrevocable, where the terms are fixed and cannot be changed.
Author :
Publisher : Aspatore Books
ISBN 13 : 9780314270801
Total Pages : 211 pages
Book Rating : 4.2/5 (78 download)
Download or read book Best Practices for Structuring Trusts and Estates written by and published by Aspatore Books. This book was released on 2010 with total page 211 pages. Available in PDF, EPUB and Kindle. Book excerpt: Best Practices for Structuring Trusts and Estates provides an authoritative, insiders perspective on key strategies for structuring trusts and developing estate plans to meet client needs. Featuring partners from law firms across the nation, these experts guide the reader through the different phases of the estate planning process and the key considerations for each phase. These top lawyers reveal their advice for understanding the unique concerns facing todays clients, as they discuss how best to manage estate planning when there is uncertainty about the federal estate tax, continuous changes in family dynamics, and an increasing number of clients who travel frequently or are non-citizens. From evaluating structures for a new trust to modifying an existing trust, these authors stress the importance of structuring a trust to meet specific client goals. Additionally, these leaders comment on ways to mitigate the threat of online estate planning options available to clients. 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 : Andrew Michael Cockman
Publisher :
ISBN 13 :
Total Pages : 64 pages
Book Rating : 4.:/5 (729 download)
Download or read book Estate Planning written by Andrew Michael Cockman and published by . This book was released on 1990 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9781596225930
Total Pages : 286 pages
Book Rating : 4.2/5 (259 download)
Download or read book Best Practices for Structuring Trusts and Estates written by and published by . This book was released on 2006-01-01 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Best Practices for Structuring Trusts & Estates is an authoritative, insider?s perspective on key strategies for estate planning. Featuring partners and shareholders from some of the nation?s leading firms, these experts guide the reader through the unique nuances of trusts and estates law, including the complications of negotiating and settling family-related estate disputes, managing risk, contesting trusts or wills, and planning for wealth transfer. These top lawyers reveal their strategies for a variety of legal issues, such as the disposition of assets and succession planning, federal and state estate and income tax planning, the establishment of a protective conservatorship, and no-contest clause litigation. From creating successful client relationships and adding direct financial value to weighing the benefits and detriments of settling versus negotiating and staying up-to-date with new legislation, these authors delve into the importance of being a ?family advisor? for clients faced with challenges and difficult decisions. 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 an increasingly-enforced and rapidly-changing area of law.Inside the Minds provides readers with proven business intelligence from C-Level executives (Chairman, CEO, CFO, CMO, Partner) from the world?s most respected companies nation-wide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is headed and the most important issues for the future. Through an exhaustive selection process, each author was hand-picked by the Inside the Minds editorial board to author a chapter.Chapters Include:1. Steven P. Cole , Shareholder and Vice President, McAfee & Taft - "A Picture of Trusts and Estates Law";2. John F. Shoro, Partner and Estate, Financial, and Tax Planning Practice Group Leader, Bowditch & Dewey LLP - "The Importance of Family and Giving Them a Sound Financial Future";3. Sandra Brown Sherman , Partner, Riker, Danzig, Scherer, Hyland & Perretti LLP - "Trying to Create a Win-Win Situation";4. Gary A. Zwick, Partner, Walter & Haverfield LLP - "Finding a Way to Say ?Yes?";5. Joseph D. Zaks , Partner, Roetzel & Andress LPA - "Estate Planning: More than Wills and Trusts";6. G. Henry Welles, Partner, Best Best & Krieger LLP - "Trust and Estate Litigation in California."
Download or read book Tax Advisors Planning Series: Estate planning strategies using trusts written by and published by . This book was released on 1994 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jerome A. Manning
Publisher : Practising Law Inst
ISBN 13 : 9781402404634
Total Pages : 815 pages
Book Rating : 4.4/5 (46 download)
Download or read book Manning on Estate Planning written by Jerome A. Manning and published by Practising Law Inst. This book was released on 2004 with total page 815 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has long been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals.
Author : Robert A. Stein
Publisher :
ISBN 13 :
Total Pages : 532 pages
Book Rating : 4.:/5 (319 download)
Download or read book Use of Trusts in Estate Planning written by Robert A. Stein and published by . This book was released on 1981 with total page 532 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Matthew Burgess
Publisher :
ISBN 13 : 9781925181111
Total Pages : pages
Book Rating : 4.1/5 (811 download)
Download or read book The Seven Key Aspects of Testamentary Trusts written by Matthew Burgess and published by . This book was released on 2014 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In recent years, the need for effective structuring of business and personal assets has been brought into sharp focus for high net worth individuals and business owners.Fundamental changes in the law, the vast amounts of wealth accumulated within superannuation funds and the shortening of both business and personal relationships have necessitated the evolution of estate planning structuring beyond traditional formats.Asset protection strategies and the use of testamentary trusts are important issues to consider in estate planning, particularly where potential beneficiaries are in professional practice occupations or in business, or where there is a risk that a personal relationship of a beneficiary might degenerate in the future. Potential beneficiaries that fall into any of these 'at risk' categories will be exposed to losing assets, unless appropriate structures are put in place.The Seven key aspects of Testamentary Trusts is a comprehensive guide to testamentary trusts and addresses numerous topics including:(a) testamentary trusts and bankruptcy(b) testamentary trusts and the family court(c) protective trusts, other types of special testamentary trusts and practical considerations for bespoke testamentary trusts(d) complex forms of testamentary trusts(e) creative uses of testamentary trusts(f) the taxation of testamentary trusts.
