Download or read book The Tools and Techniques of Trust Planning written by Stephan R. Leimberg and published by . This book was released on 2017-01-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning.
Download or read book The Tools and Techniques of Trust Planning 3rd Edition written by Stephan Leimberg and published by . This book was released on 2022-10-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This title covers the types of trusts that are most commonly used and the possible tax consequences for grantors and beneficiaries of using a particular type of trust. It details requirements for each type of trust and provides practical advice on how they should be drafted. In addition, this title addresses how planning professionals such as attorneys, accountants, investment advisers, and trust officers should administer the trust to achieve the client's stated planning goals over the life of the trust New in the 3rd Edition: A new Chapter 24 on the Spousal Lifetime Access Trust (SLAT), including the advantages, disadvantages and potential uses and important planning pointers in the design, funding and administration of a SLAT, particularly as they relate to possibly being able to direct SLAT funds to the donor spouse? Updates on Special Needs Trusts, including how the Special Needs Trust Fairness Act allowed an individual with a disability or their agent under a power of attorney to establish a d(4)(A) trust for that individual's benefit Updates to Community Property law, including a discussion of "full" basis step adjustment and an update to the states that permit a couple to create a community property trust The latest on domestic asset protection trust legislation, with an introductory focus on Alaska and Delaware, followed by a brief overview of each of the other DAPT states, including the new legislation in Connecticut, Indiana and Alabama. Updated information on trusts and divorce, including how, since passage of the Tax Cuts and Jobs Act of 2017, some states have decoupled from the federal income tax rule regarding alimony. A new chapter on Spousal Lifetime Access Trust (SLATS), including the advantages and disadvantages of these trusts, the assets best suited for these trusts and issues around the donor spouse Updated state, federal, and international law updates for asset protection trusts Topics Covered: Explorations of different types of trusts include detailed knowledge about: Spousal lifetime access trusts (SLATs) Marital and By-Pass Trusts Community Property Trusts Irrevocable Life Insurance Trusts Trusts and Divorce Revocable Living Trusts Inter Vivos QTIP Trusts Supplemental Needs Planning Grantor Retained Interest Trusts Charitable Trusts Qualified Personal Residence Trusts Domestic Asset Protection Trusts Offshore Asset Protection Trusts Trusts for Unique Assets and Difficult Situations and Blended Families And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust planning and confidently meet their needs.
Download or read book The Tools Techniques of Charitable Planning written by Stephan R. Leimberg and published by . This book was released on 2001 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2021-03-30 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.
Download or read book Wills Trusts and Estates written by Ilene S. Cooper and published by Aspen Publishing. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wills, Trusts, and Estates: Essential Tools for the New York Paralegal provides students everything they need to handle an estate from beginning to end, including basic terminology, intestate administration, probate proceedings, litigation, jurisdiction and venue, fiduciary duties and responsibilities, trusts, and tax considerations. This complete text focuses specifically on New York practice and eliminates the need for other supplements. Enhanced by the author's extensive practice experience and her realistic examples, this text provides: State-specific rules, forms, and reference sources, including a complete appendix of forms In-depth instruction in paralegal tasks and skills at each stage of administration, estate planning, and litigation Paralegal resources such as software, books, websites, and other tools for the New York paralegal in the final chapter A separate chapter devoted to the ethical issues paralegals encounter Case synopses and chapter pedagogy that help students understand, practice, and retain material. Pedagogy includes charts and diagrams, key terms, ethical points, topic sidebars, highlighted examples, and review exercises. Current decisions that highlight points of law and statutory applications, thereby bringing a sense of reality to the material New to the Third Edition: Case law has been updated throughout Discussions of new statutes have been added A timely new section on the status of same-sex spouses in New York has been added Written specifically with students in mind by an experienced practitioner, Wills, Trusts, and Estates: Essential Tools for the New York Paralegal, Third Edition, offers all of the tools students need to deal with administration, estate planning, and litigation in the real world.
Download or read book The Complete Book of Trusts written by Martin M. Shenkman and published by John Wiley & Sons. This book was released on 2002-04-18 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more. This updated Third Edition provides all the latest information on trusts, addressing recent changes due to economic growth and the Tax Relief Reconciliation Act of 2001 in such areas as transferring assets, distribution of income, gift and estate tax rules, and many others. Along with in-depth examinations of sixty different types of trusts, this book also shows you how to: Set up a trust to manage assets in the event of disability or death Avoid probate Minimize or eliminate estate and other transfer taxes Financially protect loved ones And more The Complete Book of Trusts, Third Edition is an invaluable resource for anyone with significant assets to protect.
Download or read book Rebuilding Trust in the Workplace written by Dennis S. Reina and published by Berrett-Koehler Publishers. This book was released on 2010-10-03 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: An expert guide to resolving coworker conflicts and healing hurt feelings and resentments, to create a more productive—and pleasant—environment. Are you feeling less engaged, less committed, and more skeptical at work? Do you find yourself isolated? Or are you caught in the middle of co-workers’ interpersonal conflicts? If so, you may be experiencing the symptoms of broken trust in workplace relationships. Small but hurtful situations accumulate over time into the confidence-busting, commitment-breaking, energy-draining patterns consistent with broken trust. Everyone has experienced gossiping, missed deadlines, someone taking credit for other people’s work, or “little white lies.” You may have been hurt. You may have realized that you inadvertently let others down. Or you may be wondering how to help others reeling from broken trust. No matter your vantage point, this new book from two award-winning authors and consultants to top-tier organizations offers a proven seven-step process to heal pain and rebuild trust. This compassionate, practical approach helps you reframe the experience, take responsibility, forgive, let go, and move on. You can feel motivated to go to work again—and safe to be more fully who you are, giving your organization your best thinking, highest intention, risk-taking, and creativity. And in a place of self-discovery, self-trust, and authenticity, you can connect more fully with others in your personal life as well. While there have been many books on recovering from betrayal in personal relationships, this is the first to focus specifically on the workplace—and the first to give equal weight to what to do when you have hurt others. “Rebuilding trust is a job you cannot ignore if you want a thriving workplace. Don’t miss this book.” —John Kador, author of Effective Apology
Download or read book High Impact Tools for Teams written by Stefano Mastrogiacomo and published by John Wiley & Sons. This book was released on 2021-03-09 with total page 343 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take advantage of a powerful visual management tool for teams as you work together and deliver great results. It's been used by thousands of teams for project success! 59% of U.S. workers say that communication is their team's biggest obstacle to success, followed by accountability at 29% (Atlassian). High-Impact Tools for Teams explains a simple, powerful tool that helps team leaders and members align and get clarity on exactly who is responsible for each part of the team's most important activities and projects. The tool is complemented by 4 trust add-ons that help teams build trust and increase psychological safety, so every member can be confident in sharing ideas or concerns about obstacles the team may face. It's a proven tool for project teams, based on years of research, and thousands of teams are already using the Team Alignment Map to run effective "get-to-action meetings", give projects a good start and de-silo organizations. Co-author Alex Osterwalder is the international best-selling author who co-created the Business Model Canvas, a strategic management tool used by 1 million+ industry leaders globally. Plan as a team and know who does what Uncover and proactively remove the most likely obstacles to any project Boost team member contributions Run more effective team meetings Get more successful projects With the guidance of High-Impact Tools for Teams, you can be better prepared as a team leader or team member to plan effectively, reduce risks, and collaborate with others. Your team will be accountable and ready to deliver results!
Download or read book How to Settle Your Living Trust written by Henry W. Abts and published by McGraw Hill Professional. This book was released on 1999 with total page 470 pages. Available in PDF, EPUB and Kindle. Book excerpt: With samples and explanations of all the necessary documents, this guide provides everything readers need to know in order to dissolve and dispose of assets, understand legal and financial aspects of trusts, handle asset valuation, and more.
Download or read book Federal Taxation of Trusts Grantors and Beneficiaries written by John L. Peschel and published by Warren Gorham & Lamont. This book was released on 1989 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Tools Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Nevill s Trusts Drafting Handbook written by Nicky Richardson and published by . This book was released on 2013-01 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEVILL'S TRUSTS DRAFTING HANDBOOK, 1ST EDITION is a practical tool for practitioners working in the area of trusts law. Written in plain English by a team of highly experienced legal practitioners, this work provides a large number of useful precedents that are easy to follow and simple to apply. Topics and precedents contained within cover such topics as: Nature of a trust (including the requiredcertainties); Taking instructions and Preliminary questionnaire; Problematic words, phrases and provisions; General matters; Practical matters; Opening clauses, key clauses and provisions and formal elements.
Download or read book The Tools and Techniques of Insurance Planning and Risk Management 4th Edition written by Stephan R. Leimberg and published by . This book was released on 2018-10-04 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the fourth edition of our popular professional resource specifically tailored for non-insurance professionals, newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage. The Tools & Techniques of Insurance Planning and Risk Management, 4th Edition, provides expert guidance on all key personal and business-related policies, including life, health, disability, social insurance, commercial property insurance, workers compensation, business umbrella, directors and officers liability, cyber liability, and much more. In this fully revised and updated edition, respected authors Stephan R. Leimberg, CEO of Leimberg and LeClair, Inc.; Kenneth W. Price; and Jesus M. Pedre provide proven, practical guidance you can apply immediately. Each chapter breaks down complex insurance information so that non-insurance professionals can understand the intricacies of the coverage offered by each product line, allowing planners to insure that their clients have the right type and amount of insurance for their risk profiles This edition delivers: Thirty-two newly updated chapters divided into five sections on the principles of risk and insurance; insurance company operations; personal and commercial insurance lines; life and health insurance planning needs; and commercial property & liability A new chapter on cyber insurance provides information on the most common types of cyber threats faced by businesses today, as well as coverage information about cyber insurance policies to help businesses decide which potential risks can be insured against A new section on commercial flood insurance details the options for how businesses can obtain flood coverage on the private market to protect against ever-more-common flood risks Newly updated materials on the National Flood Insurance Program (NFIP) for homeowners Updated content on personal and business auto policies, including coverage for ride-sharing activities Updated coverage information for managing healthcare cost risks for individuals and businesses, including ACA mandates, disability, and long-term care policies Additionally, the risk management techniques in this book are integrated with up-to-date tax and government insurance information so that planners can incorporate that information into their clients' insurance planning activities to avoid duplicate coverage and take advantage of potential tax savings that are available to individuals and businesses.
Download or read book Quicken Willmaker Trust 2021 Book Software Kit written by and published by NOLO. This book was released on 2021-10-26 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Executor s Guide written by Mary Randolph and published by . This book was released on 2004 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planning Techniques for Large Estates written by and published by . This book was released on 2004-04 with total page 774 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2013-04-03 with total page 555 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
