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The Seven Key Aspects Of Testamentary Trusts
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Book Synopsis The Seven Key Aspects of Testamentary Trusts by : Matthew Burgess
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.
Book Synopsis Seven Key Aspects of Testamentary Trusts by : Matthew Burgess
Download or read book Seven Key Aspects of Testamentary Trusts written by Matthew Burgess and published by . This book was released on 2020-08 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 discretionary 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 (2nd Edition) is significantly expanded from the 1st edition and provides a comprehensive guide to testamentary trusts and addresses the following specific topics:(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 testamentary trusts;(d)complex forms of testamentary trusts;(e)creative uses of testamentary trusts; and(f)the taxation of testamentary trusts.
Download or read book Testamentary Trusts written by Vik Sundar and published by . This book was released on 2016-07-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Building on the success of the first edition (previously titled Discretionary Trusts, Precedents and Commentary), this new edition has been expanded to cover all types of testamentary trusts. The central purpose of this book is to provide a flexible and easy-to-use system for drafting discretionary testamentary trusts. The system is intended to allow practitioners to deal with what has always been a very complicated and difficult problem: modifying a discretionary testamentary trust precedent to accommodate the widely different family circumstances and testamentary wishes which testators present to the drafter. One testator will want a common option: to provide for a spouse; and if the spouse predeceases the testator, the testator's children. If a child predeceases the testator, the children of that child will represent that child and take what the predeceased child would have taken. All beneficiaries are to take their inheritance through a discretionary testamentary trust. However, other testators have different and more challenging requirements. To this end, Chapter 8 contains the Model Testamentary Trust precedent, as well as a clause-by-clause commentary on it. The precedent forms the foundation of every variation of the discretionary testamentary trust, and it is on this foundation that the variations are built by inserting clauses from Chapter 9. Chapter 10 contains a representative sample of widely different family situations for which a testator may wish to provide, as well as including flexible alternative clauses. In addition to providing a modular drafting precedent, the book also covers strategies dealing with superannuation (Chapter 6), family provision (Chapter 11) and blended families (Chapter 12). Book Review - The Law Society of Tasmania Important Features Authoritative and comprehensive Nationwide coverage Detailed precedents drafted by experts Related Titles Birtles,C and Neal,R, Hutley's Wills and Precedents, 9th ed 2016Perkins,M and Monahan,R Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th ed. 2015 .
Author :Browne C. Lewis Publisher :Createspace Independent Publishing Platform ISBN 13 :9781515224303 Total Pages :396 pages Book Rating :4.2/5 (243 download)
Book Synopsis The Law of Trusts by : Browne C. Lewis
Download or read book The Law of Trusts written by Browne C. Lewis and published by Createspace Independent Publishing Platform. This book was released on 2015-07-25 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: The use of testamentary trusts is becoming an important part of estate planning. As a result, students who want to make a living as probate attorneys will need to know how trusts fit into estate planning. In addition, bar examiners realize that it is important for students to have a basic knowledge of trust law. That realization will result in bar examination questions that test that knowledge. This book is designed for use as a supplementary text for a course on wills and trusts and the primary text in a seminar or course exploring the law of trusts.
Book Synopsis How to Catch a Thief by : Lily Burgess
Download or read book How to Catch a Thief written by Lily Burgess and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Understanding Living Trusts by : Vickie Schumacher
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.
Book Synopsis The Principles of Equity & Trusts by : Graham Virgo
Download or read book The Principles of Equity & Trusts written by Graham Virgo and published by Oxford University Press. This book was released on 2018 with total page 735 pages. Available in PDF, EPUB and Kindle. Book excerpt: 'The Principles of Equity and Trusts' brings an engaging contextual approach to the subject. Graham Virgo overcomes the complex issues in the study of trusts and equity with unparalleled clarity, offering a rigorous and insightful commentary on the law and its contemporary contexts.
Book Synopsis Drafting Trusts and Will Trusts in Australia by : James Kessler
Download or read book Drafting Trusts and Will Trusts in Australia written by James Kessler and published by Lawbook Company. This book was released on 2008-01-01 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on a highly acclaimed UK title, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA has been comprehensively adapted to provide authoritative guidance on drafting trusts and will trusts in eight Australian jurisdictions. Providing both a comprehensive range of precedents and a wealth of valuable advice, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA cuts through verbosity and helps you to understand and prepare trust documents your client wants and needs. The book features chapters on key areas of trust law, including beneficiaries, trustees, trustee's powers and general provisions of a trust. DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA also offers a large number of precedents for both lifetime and will trusts. The precedents, which appear in printed form and on an accompanying CD-Rom, reveal a fresh approach to creating documents. A unique addition to the Australian market, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA is an essential reference for those practising in tax law, estate and succession planning, family law and property law.
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 and Trust Administration For Dummies by : Margaret Atkins Munro
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.
Book Synopsis The Principles of Equity and Trusts by : Graham Virgo
Download or read book The Principles of Equity and Trusts written by Graham Virgo and published by Oxford University Press. This book was released on 2023-05-15 with total page 782 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Principles of Equity and Trusts offers a refreshing, student-focused approach to a dynamic area of law. In the fifth edition of his best-selling textbook, Professor Graham Virgo brings his expertise as a teacher to deliver an engaging, contextual account of the essential principles oftrusts and their equitable remedies.Virgo states the law in plain terms before building on an area of debate and encouraging students to fully engage with the inherent issues within the subject. Concise and authoritative analysis enables students to grasp the principles of trusts, develop the confidence to engage fully with thesubject area, and excel in their studies.Virgo approaches the topics with unparalleled clarity and provides the academic rigour for which this text has come to be relied upon. Combining expert knowledge and comprehensive coverage, this is the ideal companion to a course in trusts.Digital formats and resourcesThe fifth edition is available for students and institutions to purchase in a variety of formats, and is supported by online resources.DT The e-book offers a mobile experience and convenient access along with self-assessment activities, multi-media content including author videos, web links to key cases, functionality tools, navigation features and links that offer extra learning support: http://www.oxfordtextbooks.co.uk/ebooksDT The online resources includes self-test and scenario questions with feedback, videos from the author, and web links to key cases
Download or read book The Law of Trusts written by James Penner and published by Oxford University Press, USA. This book was released on 2012-07-05 with total page 558 pages. Available in PDF, EPUB and Kindle. Book excerpt: This volume in the 'Core Text Series' covers the law of trusts, explaining from first principles what 'trusts' is about and providing the student with an understanding of the law and the important academic controversies surrounding it.
Book Synopsis International Taxation of Trust Income by : Mark Brabazon
Download or read book International Taxation of Trust Income written by Mark Brabazon and published by Cambridge University Press. This book was released on 2019-05-02 with total page 417 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book identifies a set of principles and corresponding tax settings that countries may apply to cross-border income derived by, through, or from a trust and will appeal to international tax practitioners, administrators, policymakers, academics, and students.
Book Synopsis Trusts and Modern Wealth Management by : Richard C. Nolan
Download or read book Trusts and Modern Wealth Management written by Richard C. Nolan and published by Cambridge University Press. This book was released on 2018-05-31 with total page 609 pages. Available in PDF, EPUB and Kindle. Book excerpt: New essays by leading figures from the judiciary, practicing lawyers and academics illuminating the worlds of trusts and wealth management.
Book Synopsis Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) by : Rounds
Download or read book Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2016-12-19 with total page 1902 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property
Download or read book The Law of Trusts written by and published by . This book was released on 1990 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Loring and Rounds: A Trustee's Handbook, 2024 Edition by : Rounds
Download or read book Loring and Rounds: A Trustee's Handbook, 2024 Edition written by Rounds and published by Wolters Kluwer Law & Business. This book was released on with total page 1942 pages. Available in PDF, EPUB and Kindle. Book excerpt: