Download or read book Estate Planning and Drafting written by JEFFREY N. PENNELL and published by West Academic Publishing. This book was released on 2020-10-22 with total page 817 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.
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:
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 Drafting written by Regis W. Campfield and published by West Academic Publishing. This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a problems-driven book, meaning that cases and rulings are included as resource materials for use in solving the problems. The materials are arranged in the fashion that individuals think about wealth transmission, beginning with wills, going on to trusts for non-tax reasons, then to tax planning at death and, finally, to lifetime tax planning. The materials are arranged so that each chapter can be used independently of the chapters which follow or precede it. In each case, the issues are approached transactionally. It is expected that users will customize the materials by selecting those portions of interest to them, utilizing the convenient paragraph numbering system.
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 Wills Road Map written by Stephen R. Akers and published by . This book was released on 2017 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Guide to International Estate Planning written by Jeffrey A. Schoenblum and published by American Bar Association. This book was released on 2000 with total page 782 pages. Available in PDF, EPUB and Kindle. Book excerpt: This resource provides expert and current guidance on the basic principles of international estate planning, the complex taxation issues involved, jurisdictional options, and governmental controls and reporting requirements.
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
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.
Download or read book Oklahoma Estate Planning Will Drafting and Estate Administration Forms book Only written by W. Thomas Coffman and published by . This book was released on 1905-06-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning and Drafting written by Regis W. Campfield and published by . This book was released on 1985 with total page 602 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning and Drafting written by Regis W. Campfield and published by . This book was released on 1995 with total page 1077 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Fundamentals of Estate Planning written by Angela M. Vallario and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Download or read book A Practical Guide to Estate Planning in Vermont written by Jeanne C. Blackmore and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Texas Estate Planning written by Dianne Reis and published by . This book was released on 2005-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas Estate Planning.
Download or read book Teaching Materials on Estate Planning written by GERRY W. BEYER and published by West Academic Publishing. This book was released on 2023-07-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This law school casebook provides a comprehensive review of the estate planning process. It is easily adaptable to two and three-credit courses and seminars. The new edition retains the basic structure of the prior edition with significant updates to reflect recent developments in law and practice. Part One focuses on the substantive law applicable to estate planning, while Part Two concentrates on estate planning practice itself. Extensive researching and drafting exercises are included to hone the student's practical skills. Most of the material is self-explanatory and thus the professor may reserve class time for more difficult topics, areas that merit special attention, and concerns raised by local law.
Download or read book Legal Drafting written by Jane Rutherford and published by Aspen Publishers. This book was released on 1994 with total page 379 pages. Available in PDF, EPUB and Kindle. Book excerpt: This dynamic paperback text presents a highly effective, classroom-tested process for legal drafting. Prepared with this practical strategy, students will move beyond merely filling in the blanks to create the customized documents clients need, and adapt preexisting forms to new uses. Divided into two parts, the text first introduces the process approach to legal drafting before applying that approach to particular types of documents. This two-part organization easily adapts to your specific course needs and gives you great flexibility in choosing and combining chapters. The book's seven chapters cover an introduction to legal drafting, the process of legal drafting, careful writing, and drafting estate planning, contracts, pleadings, and legislation. In addition, numerous examples, illustrations, and exercises in every chapter reinforce the skills your students need to draft provisions from scratch, edit existing provisions, and create entirely new documents. Each substantive chapter concludes with a document, annotated with editorial comments that illustrates the drafting process.
