Download or read book The Tools Techniques of Trust Planning 2nd Edition written by Stephan Leimberg and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools Techniques of Trust Planning written by Stephan Leimberg and published by . This book was released on 2019-06-05 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Trust Planning, 2nd Edition provides advisers with the most up-to-date information about the creation, administration, and modification of trusts for legal and estate planning professionals. Not only does this title deliver an expert overview of general trust information, but it explains how to use specific types of trusts to solve unique planning problems. Explorations of different types of trusts include detailed knowledge about: The types of trusts that are most commonly used How each type of trust came to be used The possible tax consequences for grantors and beneficiaries of using a particular type of trust The requirements for each type of trust and how they should be drafted 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 In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. New in the 2nd Edition: Completely updated information to reflect the 2017 Tax Cuts and Jobs Act A new chapter on trust planning topics for blended families Updated state, federal, and international law updates for asset protection trusts New and more detailed real-world examples of trust planning scenarios that are most commonly encountered by planning professionals Current compliance and best practice information to help planners and other professionals avoid common mistakes and improve client satisfaction Topics Covered: The Role of Trust Protectors Marital Deduction and Bypass Trusts 2503(b) and 2503(c) Trusts Trusts and Divorce Trust Amendments Special Needs Trusts S Corporations and Trusts Grantor Retained Interest Trusts 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 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 and Techniques of Estate Planning 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of 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 estate planning and confidently meet their needs.

Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by . This book was released on 2017-07-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.

Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2023-03-03 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or part of a couple, you can use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. Even if you prefer to hire a lawyer to draw up your trust, you can use this book to learn about living trusts before you go to the lawyer. Using the book to learn about living trusts will save you a considerable amount of money, compared to paying a lawyer to explain it to you. All of the explanations, instructions, and examples are in the book, and the forms are available for download details inside the book. The legal forms in this book are not valid in Louisiana, Canada, or the U.S. Territories.

Download or read book Tools Techniques of Estate Planning 18th Edition written by Stephan R. Leimberg and published by . This book was released on 2017 with total page 1467 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by Probus Publishing Company. This book was released on 1988 with total page 694 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools Techniques of Estate Planning written by Stephan R. Leimberg and published by Highline Media. This book was released on 1995 with total page 688 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools Techniques of Trust Administration written by Stephan Leimberg and published by . This book was released on 2019-09-25 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: What are trusts? Why do we need trusts? Find detailed answers to these questions in The Tools & Techniques of Trust Administration, which addresses fundamental concepts related to trusts. It provides an in-depth look at the issues most commonly faced by professional advisers who are creating, administering, modifying, or terminating a trust, such as: The process of creating a trust Selecting trust professionals, including trustees, trust protectors, and investment advisers and other professionals Deciding how to fund a trust Deciding how to protect and invest trust assets How to meet tax and other legal obligations while administering a trust How to fulfill the grantor's wishes with respect to distributions to the designated beneficiaries In addition, this book contains important information for advisers about what trusts can, and can't, do to meet the long-term planning needs of clients. Topics Covered: This first edition features 23 brand new chapters on topics related to trust information, covering: State and federal laws governing trusts administration The rights of beneficiaries, including disclaimers, trust accounting, and maintaining relationships with the professionals who are advising and serving the trust Tax filing requirements for trust administrators The roles that various advisers serve, including trustees, trust protectors, attorneys, CPAs, and investment advisors Using family and friends as trustees vs. corporate trustees Trust forms Valuation of trust assets 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 administration and confidently meet their needs.

Download or read book The Tools Techniques of Estate Planning for Modern Families 2nd Edition 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: The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options. This second edition has extensive changes to it and focuses even more on the specific problems of the "modern family" in today's world. This resource is filled with practical advice and examples in an easy to understand language. Following are the topics covered in detail for this edition: » Best practices for working with any Modern Family » Planning for divorce » Planning for remarriage and blended families » International couples » Unmarried couples » Cohabitation agreements » Estate planning for same-sex couples » Advising transgendered clients » Adoption and defining descendants » Artificial reproductive technologies » Planning for clients with longer life spans » Planning for clients with faded capacity » Digital assets Written and edited by these renowned experts in the estate planning field, The Tools & Techniques of Estate Planning for Modern Families is the authoritative but practical resource you can rely on: Author: Stephan R. Leimberg Executive Editors: Wendy S. Goffe and Kim Kamin

Download or read book The Tools and Techniques of Estate Planning for Modern Families 3rd Edition written by Stephan R. Leimberg and published by . This book was released on 2019-01-23 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more! Highlights of the 3rd Edition This newest edition has been completely revised, featuring several new and updated chapters including strategies to help clients plan for various scenarios. This edition provides valuable insights into the following areas: Clients in long-term polyamorous relationships Planning for single clients Clients with nonmarital children Client goals related to cryonics and cloning, including techniques for the creation of personal revival trusts Clients with intellectual property assets Clients' pet-related legacy goals Modern philanthropy trends in estate planning New technologies and trends in conception and their legal implications, including posthumously conceived children Updates to trust planning and income tax considerations in estate planning Planning for longer lifespans and fading capacity Digital assets and intellectual property, which may have a lifespan that exceeds its creator Written by experts in the subject matter, this publication is filled with practical advice and examples in an easy-to-understand language, helping you assist your clients in making the best decisions for themselves and for their families.

Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning written by and published by . This book was released on 2004 with total page 728 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning 19th Edition written by Stephan Leimberg and published by . This book was released on 2019-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.

Download or read book Pennsylvania Trust Guide written by Julieanne E. Steinbacher and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by Probus Publishing Company. This book was released on 1992 with total page 678 pages. Available in PDF, EPUB and Kindle. Book excerpt: