Download or read book Strategies for Trusts and Estates in New York written by Aspatore Books and published by Aspatore Books. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York is an authoritative, insiders perspective on best practices for estate planning in the state of New York. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the recent developments in New York trusts and estates law, including significant changes to the federal applicable exclusion amount, the durable power of attorney, the revocatory effect of divorce, and the simultaneous death statute. From using estate tax exemptions and implementing a lifetime gift-giving program to creating a grantor trust, the authors emphasize the importance of protecting a clients assets and building an estate plan that meets the clients needs. Additionally, these leaders provide insight into the changing role of the estate planning attorney and the integration of new laws, as well as the effects of the financial crisis, same-sex marriage equality, and the increase in financial elder abuse. 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 New York 2016 Edition written by and published by . This book was released on 2016-06-01 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Strategies for Trusts and Estates in New York written by Michaela Falls and published by Aspatore Books. This book was released on 2012 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Strategies for Trusts and Estates in New York 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 New York provides an authoritative, insiders perspective on the current estate planning practice in New York State. Featuring experienced partners from law firms across the state, this book guides the reader through the latest developments that affect trusts and estates practitioners, including ongoing changes to powers of attorney, malpractice issues, asset protection, and state and federal estate taxes. From meeting with clients and determining goals to developing trusts and protecting business interests, the authors detail the step-by-step process of creating an effective and customized client strategy. These top lawyers also discuss new trends in trusts, how to match the right trust to the right client, and tactics for contesting a trust or estate. Additionally, these leaders analyze recent significant cases, the challenges of working with high net worth clients, and the impact of todays economy on the practice area. 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 skilled lawyers offer up their thoughts on the keys to success within this ever-evolving field.
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 Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in New York 2014 written by Thomas Reuters and published by . This book was released on 2014-01-01 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Strategies for Trusts and Estates in New York 2015 Ed written by and published by . This book was released on 2015-04-01 with total page 104 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Protect and Enhance Your Estate Definitive Strategies for Estate and Wealth Planning 3 E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Download or read book Wills Trusts Estates written by and published by . This book was released on 1984 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Complete Guide to Planning Your Estate in New York written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2009-12-15 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in New York will help you glide through this complicated process. This new book has been adapted to offer New York residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing New York residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. New York-specific information is offered throughout this book, including: New York's probate code; New York rules, regulations, and laws specific to estate planning; elements of a valid New York will; planning your living will in New York; explanations of New York laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information New York residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Download or read book Protect Your Estate Definitive Strategies for Estate and Wealth Planning from the Leading Experts written by Robert Esperti and published by McGraw Hill Professional. This book was released on 1999-12-08 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning is more important than ever, and it's no longer just for the very rich. Today's "middle-class millionaires"created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: Disability planning Living trusts; asset protection through long-term planning Family limited partnerships Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.
Download or read book Your New York Wills Trusts Estates Explained Simply written by Linda C. Ashar and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book JK Lasser s New Rules for Estate Retirement and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2014-09-19 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.
Download or read book Ettinger on Elder Law Estate Planning written by Michael Ettinger and published by CreateSpace. This book was released on 2010 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Elder Law Estate Planning" is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a "Consumer Report on Probate" concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the "living trust revolution." Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a "will contest" * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an "elder law estate planning attorney" to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise.
Download or read book New York Companion for Course in Wills Trusts Estates 09 10 written by Rita and Joseph Solomon Professor of Wills Trusts and Estates William P LaPiana and published by Aspen Publishers. This book was released on 2009-09-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're using Dukeminier, Sitkoff, and Lindgren's, Wills, Trusts, and Estates, Eighth Edition or any other Property or Wills, Trusts, and Estates casebook, be sure to use A New York Companion for the Course in Wills, Trusts, and Estates. This 2009-2010 Case and Statutory Supplement brings New York-specific law into the classroom. Offering statutory provisions that go to the heart of wills, trusts, and estates, great teaching cases, and complete citations, this student-friendly text is an invaluable addition to any WTE or Property course taught in the State of New York. A New York Companion for the Course in Wills, Trusts, and Estates features: Statutory provisions selected from the Estates, Powers, and Trusts Law (ETPL), as well as from the: Surrogate's Court Procedure Act (SCPA) Domestic Relations Law (DRL) Civil Practice Law and Rules (CPLR) General Obligations Law (GOL) Banking Law Lightly edited cases that illustrate the application of important statutes--or address questions on which the statutes are silent Citations to both cases and secondary authorities to support additional legal research Logical sequencing of materials that tracks Dukeminier, Sitkoff, and Lindgren's, Wills, Trusts, and Estates, Eighth Edition, but which is adaptable for use with any casebook
Download or read book JK Lasser s New Rules for Estate Retirement and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-05 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
