Download or read book Pennell on Marital Deduction Planning Drafting written by Jeffrey N. Pennell and published by . This book was released on 1992 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planning and Drafting for the Marital Deduction written by Linda B. Hirschson and published by . This book was released on 1982 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planning and Drafting for the Unlimited Marital Deduction written by Terrence S. Nunan and published by . This book was released on 1982 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planning and Drafting for the Marital Deduction written by Institute of Continuing Legal Education (Mich.) and published by . This book was released on 1997 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Marital Deduction and the Use of Formula Provisions written by Richard B. Covey and published by . This book was released on 1966 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Recent Developments in the Case Law of the Marital Deduction written by Carolyn M. Osteen and published by . This book was released on 1970 with total page 114 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Economics of Marital Deduction Drafting and Other Estate Planning Techniques as a Result of the Economic Recovery Tax Act of 1981 written by Michael W. Harahan and published by . This book was released on 1982 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 Estate Planning in Depth written by and published by . This book was released on 2007 with total page 832 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Price on Contemporary Estate Planning written by John Richard Price and published by CCH. This book was released on 2008 with total page 1724 pages. Available in PDF, EPUB and Kindle. Book excerpt: A mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques.
Download or read book Planning Techniques for Large Estates written by and published by . This book was released on 2000-04 with total page 612 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning in Depth written by and published by . This book was released on 1991 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Searching the Law The States written by Francis R Doyle and published by BRILL. This book was released on 2022-11-14 with total page 777 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planning Techniques for Large Estates November 13 17 1989 San Francisco California written by and published by . This book was released on 1989 with total page 644 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Major Tax Planning written by Louis Morris Brown and published by . This book was released on 1990 with total page 958 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Sophisticated Estate Planning Techniques written by and published by . This book was released on 2009 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning written by and published by . This book was released on 2001 with total page 424 pages. Available in PDF, EPUB and Kindle. Book excerpt:
