Download or read book Best Practices for Structuring Trusts and Estates 2014 written by Paul A. Silver and published by Aspatore Books. This book was released on 2013-12-01 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Best Practices for Structuring Trusts and Estates provides an authoritative, insiders perspective on helping clients develop appropriate estate plans in light of recent trends and new legislation, such as the American Taxpayer Relief Act of 2012. Featuring experienced partners from law firms across the nation, these experts guide the reader through changes to gift taxes, new portability rules, and types of trusts in estate planning. These top lawyers offer specific advice on helping clients choose a trustor and trustee, utilizing mediation to address potential issues, and updating strategies to comply with changes in legislation. From avoiding probate to dealing with the familial and financial needs of the client, these experts identify common challenges in estate planning, and stress the importance of developing a strong attorney-client relationship. 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 on the keys to success within this rapidly-changing legal field.
Download or read book Best Practices for Structuring Trusts and Estates 2016 written by and published by . This book was released on 2016-02-01 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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.
Download or read book Best Practices for Structuring Trusts and Estates written by Aspatore and published by Aspatore Books. This book was released on 2012-11-01 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt: Best Practices for Structuring Trusts and Estates provides an authoritative, insiders perspective on developing effective trusts and estate plans. Featuring experienced partners from law firms across the nation, these experts guide the reader through the process of gathering information about clients and assisting them in creating the most relevant trusts for their needs. These top lawyers offer specific advice on effectively working with clients and educating them on the estate planning process. From matters such as the 2010 Job and Tax Relief Act, to winning the lottery and avoiding probate, these experts discuss issues that have arisen from the tumultuous economic climate, stressing the importance of the lawyers role in estate planning 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 on the keys to success within this ever-present field.
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 Best Practices for Structuring Trusts and Estates 2015 Ed written by Thomson Reuters; Aspatore and published by . This book was released on 2015-01-01 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in New York 2014 written by Thomas Reuters and published by . This book was released on 2014-01-01 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Strategies for Trusts and Estates in Florida 2014 written by and published by Aspatore Books. This book was released on 2014-04-01 with total page 92 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective
Download or read book Strategies for Trusts and Estates in New York written by Aspatore Books and published by Aspatore Books. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York is an authoritative, insiders perspective on best practices for estate planning in the state of New York. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the recent developments in New York trusts and estates law, including significant changes to the federal applicable exclusion amount, the durable power of attorney, the revocatory effect of divorce, and the simultaneous death statute. From using estate tax exemptions and implementing a lifetime gift-giving program to creating a grantor trust, the authors emphasize the importance of protecting a clients assets and building an estate plan that meets the clients needs. Additionally, these leaders provide insight into the changing role of the estate planning attorney and the integration of new laws, as well as the effects of the financial crisis, same-sex marriage equality, and the increase in financial elder abuse. 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.
Download or read book Strategies for Trusts and Estates in Florida written by Aspatore Books and published by Aspatore Books. This book was released on 2009 with total page 143 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in Florida is an authoritative, insiders perspective on best practices for handling the estate planning process in the state of Florida. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the process of gathering important information from the client, including the clients family situation, ownership of assets, business and professional interests, and inheritance rights. From keeping up to date on relevant decisions in the area of estate planning to understanding the common issues and concerns that face Florida residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders offer advice on the common mistakes and pitfalls in this practice area and emphasize the consequences of a poorly drafted trust. The different niches represented and the breadth of perspective 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.
Download or read book The Complete Guide to Trust and Estate Management written by Gerald Shaw and published by Atlantic Publishing Company. This book was released on 2010-11-15 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president'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.
Download or read book Wills Trusts and Estates written by Reid Kress Weisbord and published by Aspen Publishing. This book was released on 2024 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This Trusts and Estates casebook provides the fundamentals in an accessible and straightforward manner. Designed with particular attention toward new professors and those looking for a shorter book that covers all the crucial aspects of trusts and estates practice"--
Download or read book Protect and Enhance Your Estate Definitive Strategies for Estate and Wealth Planning 3 E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Download or read book Estates Trusts written by Aspatore Books and published by . This book was released on 2005 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt: Inside the Minds Estates & Trusts is a guide for attorneys and their clients on the best methods for structuring tailored estate plans that will meet the individual's goals. The six seasoned attorneys in this book offer their insightful perspectives on everything from the first steps in identifying individual objectives to the ultimate administration of an estate plan, and all of the important dos and don'ts in between. Covering a wide array of topics ranging from living wills and powers of attorney to charitable trusts and business successions, the authors in this book discuss the substantive financial and tax issues in estate planning, as well as the intangible elements of leaving behind a meaningful legacy. Readers will learn of new and upcoming developments in the law, the pros and cons of standard estate planning vehicles, and lesser-known structuring options they may not have previously considered. With practical tips and useful sample estate planning documents, Inside the Minds: Estates & Trusts is an indispensable resource for making sure your estate is in good hands. About Inside the Minds: 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 nationwide, 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 for this book.Table of Contents: Marcia J. Wexberg, Calfee, Halter & Griswold LLP—“Estate Planning: An Ongoing Process”; Robert W. Sheehan, Curtis, Mallet-Prevost, Colt & Mosle LLP—“The Basics of Estates and Trusts”; John R. Cummins, Greenebaum Doll & McDonald PLLC—“Strategies and Techniques for Successful Estate Planning”; Lawrence I. Richman, Neal, Gerber & Eisenberg LLP—“A Meaningful Legacy”; Robert L. Kamholz Jr., Godfrey & Kahn SC—“Charitable Split Interest Trusts”; Paul C. Heintz, Obermayer Rebman Maxell & Hippel LLP—“Some Practical (and Often Overlooked) Estate Planning Tips.”
Download or read book Estate Trust Administration For Dummies written by Margaret A. Munro and published by John Wiley & Sons. This book was released on 2018-11-27 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. 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 Dummies guides 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.
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.
Download or read book Strategies for Trusts and Estates in New York written by and published by Aspatore Books. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York provides an authoritative, insiders perspective on the current estate planning practice in New York State. Featuring experienced partners from law firms across the state, this book guides the reader through the latest developments that affect trusts and estates practitioners, including ongoing changes to powers of attorney, malpractice issues, asset protection, and state and federal estate taxes. From meeting with clients and determining goals to developing trusts and protecting business interests, the authors detail the step-by-step process of creating an effective and customized client strategy. These top lawyers also discuss new trends in trusts, how to match the right trust to the right client, and tactics for contesting a trust or estate. Additionally, these leaders analyze recent significant cases, the challenges of working with high net worth clients, and the impact of todays economy on the 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 skilled lawyers offer up their thoughts on the keys to success within this ever-evolving field.
