Download or read book Strategies for Trusts and Estates in Florida 2012 Ed written by Michaela Falls and published by . This book was released on 2012 with total page 104 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for aiding clients in Florida on developing flexible estate plans. Featuring partners from some of the nations leading law firms, these experts guide the reader through the process of getting to know the client and gathering the necessary information before outlining a plan. These top lawyers offer their advice for conducting preliminary interviews, reviewing existing documents, drafting new documents, and creating various trusts. From changing tax laws to second marriage issues, these authors discuss the steps for identifying and overcoming challenges in the estate planning process. Additional topics include the importance of educating the client and staying up-to-date on changes in the trusts and estates arena. 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 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 Florida 2013 Ed written by WEST GROUP and published by . This book was released on 2013-01-01 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Strategies for Trusts and Estates in Florida 2015 Ed written by and published by . This book was released on 2015-05-01 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 Strategies for Trusts and Estates in Florida 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 Florida provides an authoritative, insiders perspective on key strategies for advising trust and estate clients in Florida in todays social and economic environment. Featuring partners from some of the states leading law firms, these experts guide the reader through the various elements of estate planning and the key issues to be considered during each stage of the process. These leaders reveal their advice on choosing the right trust for a specific client, protecting assets and retirement accounts for beneficiaries, and navigating the restrictions unique to Florida trust and estate law. From misunderstandings and miscommunications with clients to errors made while drafting documents, these authors discuss how to overcome common mistakes and pitfalls that some attorneys might face. Additionally, these top lawyers offer tips on educating clients about estate tax. 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 Florida Estate Planning 2011 2012 Ed written by Abraham M. Mora and published by . This book was released on 2011 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive, practical approach to estate planning in Florida includes examples, practice tips, and forms. Among its features are in-depth looks at drafting testamentary instruments, including the specific assets, use of trusts, and the division of principal and income; documents that may be executed as part of as estate, such as durable power of attorney and the health care proxy; the federal tax issues that should be considered; the rights and duties of personal representative, trustees, spouses, and children under testamentary instruments; and the laws affecting the mehod of planning and distribution of as estate,...
Download or read book Basic Estate Planning in Florida written by Florida Bar. Continuing Legal Education and published by . This book was released on 1980 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Eight Steps to a Proper Florida Trust and Estate Plan written by Alan S. Gassman and published by . This book was released on 2015-12-16 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 Maximizing Asset Protection and Tax Efficiency written by Nikollasa Achli and published by Independently Published. This book was released on 2024-04-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unlock the power of asset protection and tax optimization with the Triple LLC Trustee Strategy for Florida Trusts. In this comprehensive guide, trustees and beneficiaries will discover proven strategies and best practices for managing trusts effectively while maximizing wealth preservation and tax efficiency. From establishing open communication channels between trustees and stakeholders to educating beneficiaries on trust terms and concepts, this book provides a step-by-step approach to trust governance and beneficiary empowerment. Readers will learn how to navigate complex legal and financial concepts, clarify roles and responsibilities, and promote transparency and accountability in trust administration. With insights into establishing trust objectives, implementing tax optimization strategies, and promoting collaboration among trustees and beneficiaries, this book equips readers with the knowledge and tools needed to succeed in trust management. Practical examples, case studies, and actionable advice ensure readers can apply the Triple LLC Trustee Strategy with confidence and competence. Whether you're a trustee seeking guidance on trust administration or a beneficiary looking to understand your rights and responsibilities, "Maximizing Asset Protection and Tax Efficiency" offers invaluable insights and practical solutions for managing Florida trusts effectively. Empower yourself with the knowledge and strategies needed to protect and preserve wealth for generations to come.
Download or read book Best Practices for Structuring Trusts and Estates 2012 written by West Group and published by Aspatore Books. This book was released on 2011-12 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Florida Wills Trusts and Estates written by Elena Maria Marty-Nelson and published by . This book was released on 2020-07-22 with total page 996 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Florida Wills Trusts and Estates written by Elena Marty-Nelson and published by . This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Florida Wills, Trusts, and Estates, Second Edition builds on the strengths of the first edition and provides extensive coverage of wills, trusts, and estates. Updated through July 2011, the second edition reflects extensive statutory, judicial, and scholarly developments since 2007. The chapters covering intestacy, reformation of wills, homestead, undue influence, and revocable trusts have been significantly revised to address legislative changes in Florida made in 2010 and 2011. In addition to its coverage of wills and trusts, this edition includes a chapter addressing the Florida Power of Attorney Act, enacted in July 2011, which is a complete revision of the laws governing both durable and nondurable powers of attorney and brings Florida in line with the Uniform Power of Attorney Act. Moreover, this edition includes an estate planning chapter that reflects changes made in 2010 to the Federal estate tax system. Despite widespread adoption of uniform codes, the rules governing wills and trusts continue to be state law driven. The authors' philosophy is that students gain critical insights into complex issues in these areas by studying the laws of one jurisdiction as a whole and that Florida law is a perfect platform for this endeavor. Therefore, the second edition continues to be grounded in Florida law. Although Florida law is the focus, this edition includes discussions of the uniform codes and Restatements, particularly where they depart from Florida law. Thus, this book is an excellent choice for teaching wills, trusts, and estates in any jurisdiction. The book is invaluable for academicians, students, and practitioners, alike. The book includes an appendix with wills and trusts forms provided by Northern Trust Corporation and a comprehensive Teacher's Manual.
Download or read book Basic Estate Planning in Florida written by and published by . This book was released on 2022 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Administration of Trusts in Florida written by Florida Bar, Continuing Legal Education Staff and published by . This book was released on 2014 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Florida Probate Practice Including Guardianships and Testamentary Trusts written by Florida Bar. Continuing Legal Education and published by . This book was released on 1968 with total page 1314 pages. Available in PDF, EPUB and Kindle. Book excerpt:
