Download or read book Estate Planning Client Strategies 2013 written by and published by Aspatore Books. This book was released on 2013-08-01 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on advising clients in the wake of the 2012 American Taxpayer Relief Act.

Download or read book Estate Planning Client Strategies written by and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies is an authoritative, insiders perspective on key strategies for establishing and updating estate plans in our changing economic environment. Featuring partners from law firms around the nation, these experts guide the reader through the different phases of the estate planning process and offer strategies on how to best work with clients at each stage. These top lawyers reveal their advice on understanding clients goals, managing documentation, and addressing common misconceptions. From Irrevocable Life Insurance Trusts (ILIT) to Grantor Retained Annuity Trusts (GRAT), these authors also discuss some of the most common trust types and the circumstances under which to use each type of trust. Additionally, these leaders describe best practices for responding to ongoing challenges in estate planning, including tax developments, relocation issues, and the changing economic climate. 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 Estate Planning Client Strategies written by Mario Santilli, Jr and published by Aspatore Books. This book was released on 2010 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on best practices for working with clients on estate planning during todays economic and political environment. Featuring experienced partners from law firms across the nation, these experts guide the reader through the challenges currently affecting trusts and estates practitioners, including recent legislation, the growing baby boomer generation, the economic crisis, and the federal estate tax. These top lawyers give tips on developing a successful estate plan, with advice on preventing common mistakes, using the correct language, selecting the appropriate trusts, and avoiding litigation. From understanding client wishes and addressing concerns to working with unique family situations and integrating family counseling techniques, these experts reveal proven strategies for advising clients on the intricacies of estate planning. Additionally, these leaders discuss the rapidly growing areas of estate planning and how to take advantage of them. 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 dynamic field.

Download or read book Estate Planning Client Strategies 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: Estate Planning Client Strategies provides an authoritative, insiders perspective on key tips for developing estate plans to best meet client needs. Featuring experienced partners from law firms across the nation, these experts guide the reader through some of the common challenges facing trusts and estates lawyers in todays legal climate. These top lawyers offer advice on creating business succession plans, utilizing trusts to protect client assets, and navigating the uncertainty surrounding the federal estate tax. From shifting family dynamics to recent developments in the law, these experts reveal proven strategies for drafting estate plans that are flexible enough to provide for the possibility of unanticipated changes in the future. Additionally, these leaders discuss issues that commonly arise in probate and comment on how probate can be a useful device to resolve various legal issues. 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-evolving area of law.

Download or read book Strategies for Trusts and Estates in New York 2013 Ed written by WEST GROUP and published by . This book was released on 2013-01-01 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York provides an authoritative, insiders perspective on the estate planning practice in the state of New York. Featuring experienced partners from leading law firms across the state, these experts guide the reader through the process of gathering necessary financial and familial information, designing wills, and adapting estate planning tools based on client demographics. These top lawyers offer specific advice on educating clients on the estate planning process and addressing misconceptions about tax laws as they apply to family members. From designing client-specific trusts to developing appropriate planning tools, these experts discuss the importance of carefully evaluating client situations and staying aware of changing client demographics. 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 evolving field.

Download or read book The Effective Estate Planning Practice written by Colleen Cowles and published by Section of General Practice. This book was released on 2001 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Estate Planning Client Strategies 2014 written by and published by . This book was released on 2014-09-01 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Estate Planning Client Strategies 2015 written by and published by . This book was released on 2015-10-01 with total page 104 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Estate Planning Client Strategies written by Brett T Berly and published by . This book was released on 2012-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on developing and updating flexible estate plans. Featuring experienced partners from law firms across the nation, these experts guide the reader through recent legislation, its impact on the landscape, and what it means for existing clients. These top lawyers offer advice on incorporating trusts in the estate plan, focusing on tax considerations, addressing client concerns, and navigating the current economic climate. Additionally, these experts discuss important issues that arise in estate planning, such as dealing with a family business and anticipating the clients future health care needs. 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-evolving field.

Download or read book Estate Planning Strategies written by Jay A. Soled and published by American Bar Association. This book was released on 2002 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book

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 Fundamentals written by Lori Rath and published by . This book was released on 2012 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book New Strategies for Estate Planning written by Aspatore Books Staff and published by Aspatore Books. This book was released on 2008 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: New Strategies for Estate Planning is an authoritative, insiders perspective on representing and advising clients on estate planning issues. Featuring partners and shareholders from law firms around the nation, these experts guide the reader through the key issues for attorneys in a trusts and estates practice today, including a discussion of the benefits and drawbacks of new and more traditional planning techniques. These top lawyers reveal their advice on understanding the clients goals, explaining complex options, and updating and reviewing existing documents. Additionally, these leaders address common misconceptions, outline key techniques for asset protection planning, and discuss the impact of the current legal and economic landscape and the continued need for flexibility in estate plans. 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 ever-evolving field.

Download or read book Beginning the Estate Planning Process written by Matthew J. Howard and published by Aspatore Books. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Quick Prep: Beginning the Estate Planning Process is an authoritative, insiders perspective on key strategies for initiating the estate planning process with a new client. Featuring partners from law firms across the nation, these experts guide the reader through the beginning stages of the planning process and how to best work with clients during the preliminary stages. These top lawyers give tips on keeping clients engaged in the process despite possible reluctance, understanding client motivations and goals, and involving family members in the early planning stages. Additionally, these authors discuss how to obtain key initial documentation, establish a timeline for the process, and address common client misconceptions. 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 Financial Advisor s Estate Planning Desk Reference How to deepen your relationships with your clients provide even better service to them and increase their whole family s loyalty towards you written by Daniel E. McKenzie Esq and published by Lulu.com. This book was released on 2019-07-03 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.

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.