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."

Download or read book Estate Planning and Administration written by George H. Gray and published by George Gray. This book was released on 2009-08-18 with total page 119 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a simple, understandable Guide for New Yorkers that answers their questions concerning Estate Planning, Estate Administration, Wills, Living Trusts and the process to accomplish their goals.

Download or read book Every Californian s Guide To Estate Planning written by Liza W. Hanks and published by Nolo. This book was released on 2022-01-25 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: You can find estate planning books that focus on reducing taxes, and basic books that explain the necessary documents in simple terms, but no book deals with the complex issues that many Californians face when putting their estate plans together: Prop 13: keeping low property tax rates in the family Understanding community property and how it affects your plan Trump’s tax law: What’s effect on estate planning? international issues (such as people who want to make gifts to family members living abroad, non-citizen spouses, or naming international guardians) and blended and non-traditional families.

Download or read book New Jersey Estate Planning Will Drafting and Estate Administration Forms written by Alvin C. Martin and published by . This book was released on 1993-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Recent Developments and Current Issues in Estate Planning and Administration written by and published by . This book was released on 1982 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishers. This book was released on 2008 with total page 500 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using a case-study and problems approach, Estate Planning: Principles and Problems, Second Edition, introduces students To The principles of estate planning - progressing from fundamental to complex issues - and then encourages application of those principles by asking students to analyze short problems and exercises using real life client situations. This comprehensive and straightforward Coursebook Series paperback includes a CD containing a broad assortment of common and necessary forms employed in an estate planning practice that can be used to provide students with the drafting experience they will need as practicing attorneys. This hands-on coursebook is organized for maximum effect: fundamental issues are discussed first, then the authors move on to more complex issues, providing the student with the building blocks necessary to master the topics each chapter begins with an overview of topics covered, followed by a more detailed discussion of legal doctrines and principles case studies and exercises emphasize problems and solutions that arise in the actual estate planning process exercises and case studies explore a broad variety of issues and allow flexibility in teaching adaptable organization presents a life-cycle progression reflecting the changing needs of clients from youth through old age, and modest wealth to significant wealth an electronic forms supplement in CD effectively supports a drafting component To The course, essential to master the techniques coverage of federal tax issues is provided for those who wish to teach it, but the topic can be taught or omitted at the instructor's discretion a bibliography at the end of each chapter provides extensive reference sources Completely revamped with a new cover and a new title that better reflects its scholarly nature and comprehensive scope, The Second Edition offers further refinements: updated text to reflect developments in particular subject matters such as the Health Insurance Portability and Accountability Act of 1996, Circular 230 opinion letters, Rule Against Perpetuities, same-gender relationships, asset protection and Medicaid planning revised forms to reflect changes in the law since the First Edition Chapter 16 has been expanded into two chapters: one providing a comprehensive overview of the wealth transfer tax and planning techniques, and the other dealing with probate administration and preparation of the federal estate tax return now includes full texts of crucial cases and rulings, As well as teachable cases, such as: People v. Berge (attorney conflict of interest ethical discipline case) in Re Marriage of Guinn (marital property division case) Estate of Maria Cristofani (Crummey trusts) Revenue Ruling 2004-64 (defective grantor trusts) Revenue Ruling 95-58 (settlor's power to choose trustees) Audrey J. Walton (zeroed-out GRATs) Revenue Ruling 93-12 and Technical Advice Memorandum 9436005 (minority interest discounts) Revenue Ruling 66-167 (waiver of personal representative fees) Revenue Ruling 2006-26 (QTIP IRA trusts) Give your students the best preparation possible For The issues they will face in estate planning. Estate Planning: Principles and Problems, Second Edition , provides the opportunity for students not only to analyze realistic case studies but to experience the hands-on preparation of the appropriate forms and documents.

Download or read book The 50 Biggest Estate Planning Mistakes and How to Avoid Them written by Jean Blacklock and published by John Wiley & Sons. This book was released on 2011-02-07 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.

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.

Download or read book Every Californian s Guide To Estate Planning written by Liza W. Hanks and published by Nolo. This book was released on 2024-01-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.

Download or read book How to Build and Manage an Estates Practice written by Daniel B. Evans and published by American Bar Association. This book was released on 2008 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The 101 Biggest Estate Planning Mistakes written by Herbert E. Nass and published by John Wiley & Sons. This book was released on 2009-10-26 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: A trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakes In The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today's most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate. By examining the mistakes made by some of the most well-known celebrities-from Bob Marley to John F. Kennedy, Sr. and Jr.-this book will guide readers toward making a successful estate plan and help them avoid many common pitfalls. Chapters cover such topics as: mistakes involving tangible personal property, real estate, executors and trustees, minors, or persons with disabilities; as well as disgruntled family and friends left behind. Puts estate planning in perspective through entertaining examples of mistakes celebrities have made in developing their own plans Taps into the voyeuristic interest we have in the lives of the rich and famous Offers an insider's look at many fascinating wills of the rich and famous Given the emotional, financial, and legal issues that arise from the death of a loved one-and the substantial assets that are transferred from one generation to the next at this time-understanding estate planning is essential. This book will put you in a better position to make more informed estate planning decisions.

Download or read book Select Issues in Estate Planning and Administration written by Oklahoma Bar Association (1939- ). Department of Continuing Legal Education and published by . This book was released on 1995 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book A Practical Guide to Estate Planning and Administration written by Michael Gau and published by Cengage Learning. This book was released on 2005 with total page 317 pages. Available in PDF, EPUB and Kindle. Book excerpt: This text was written by an attorney and experienced paralegal instructor who applied his first-hand knowledge of estate planning in developing this engaging look at the subject. He designed this practical, step-by-step guide by discussing and defining concepts and issues in the context of three fictional families. Enabling students to relate theoretical concepts to "real-life" scenarios in this way is a proven manner of enhancing learning, retention and application of the material. Through this method, students will learn about traditional estate planning documents such as wills, trusts, and powers of attorney. And, they will consider alternatives to formal estate planning documents including gifts, contracts, and beneficiary designations. This guide emphasizes practical concerns of drafting estate planning documents, and provides numerous examples of such documents for students to examine and apply to the estate planning efforts for the text's three fictional families.

Download or read book Every Californian s Guide to Estate Planning written by Liza W. Hanks and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.

Download or read book Recent Developments and Current Issues in Estate Planning and Administration written by and published by . This book was released on 1984 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Current Estate Planning and Administration Issues written by and published by . This book was released on 2000 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:

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 2018-12-27 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.